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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1026
Csenge Advisory Group
Florida
$810K +$669K +6,188 New
GGS
1027
Galvin Gaustad & Stein
Arizona
$809K -$112K -1,038 -14%
MIS
1028
Morningstar Investment Services
Illinois
$807K +$344K +3,178 +110%
BCM
1029
Boltwood Capital Management
California
$804K +$2.71K +25 +0.4%
PFA
1030
Pathway Financial Advisers
Indiana
$803K -$18.5K -171 -3%
LA
1031
LM Advisors
California
$802K +$663K +6,129 New
PSCM
1032
Per Stirling Capital Management
Texas
$802K -$140K -1,298 -17%
GWMIA
1033
Global Wealth Management Investment Advisory
Florida
$797K -$25.5K -236 -4%
RG
1034
Retirement Group
California
$786K -$223K -2,058 -26%
FPB
1035
First PREMIER Bank
South Dakota
$786K – – –
SACTSONJ
1036
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$786K – – –
CFIA
1037
Cantor Fitzgerald Investment Advisors
New York
$786K +$649K +6,000 New
QCM
1038
Quantinno Capital Management
New York
$785K -$436K -4,027 -40%
FWCM
1039
Ferguson Wellman Capital Management
Oregon
$785K -$14.4K -133 -2%
SWA
1040
Sax Wealth Advisors
New Jersey
$778K +$216 +2 +0%
WA
1041
Waddell & Associates
Tennessee
$778K -$1.95K -18 -0.3%
SMA
1042
Sage Mountain Advisors
Georgia
$778K +$34.7K +321 +6%
BAM
1043
Beaumont Asset Management
Texas
$776K +$1.19K +11 +0.2%
BCM
1044
Brookstone Capital Management
Illinois
$774K +$56.6K +523 +10%
EWM
1045
Executive Wealth Management
Michigan
$774K +$343K +3,172 +116%
UM
1046
UniSuper Management
Australia
$771K +$85.5K +790 +15%
ACA
1047
Aptus Capital Advisors
Alabama
$771K +$23.8K +220 +4%
AFP
1048
Ausdal Financial Partners
Iowa
$767K +$232K +2,142 +58%
AF
1049
Advisornet Financial
Minnesota
$767K +$36K +333 +6%
SIC
1050
Samalin Investment Counsel
New York
$766K -$6.49K -60 -1%
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