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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1026
WealthTrust Axiom
Pennsylvania
$977K -$96K -692 -10%
AFP
1027
Ausdal Financial Partners
Iowa
$977K +$58.5K +422 +7%
NW
1028
Naviter Wealth
Arkansas
$977K +$52.2K +376 +6%
NBT
1029
Northwest Bank & Trust
Iowa
$972K +$1.25K +9 +0.1%
CIG
1030
Cullen Investment Group
Louisiana
$971K +$3.19K +23 +0.4%
PWM
1031
Prentice Wealth Management
New York
$970K -$29.6K -213 -3%
QPWM
1032
Quadrant Private Wealth Management
Pennsylvania
$969K -$4.02K -29 -0.5%
PWM
1033
Purus Wealth Management
California
$966K -$3.19K -23 -0.4%
RIG
1034
RiverFront Investment Group
Virginia
$965K +$875K +6,305 New
DDC
1035
DF Dent & Co
Maryland
$963K -$115K -826 -12%
GWMIA
1036
Global Wealth Management Investment Advisory
Florida
$957K +$17.5K +126 +2%
GIA
1037
Gladstone Institutional Advisory
Florida
$954K +$22.9K +165 +3%
GJWM
1038
Gilliland Jeter Wealth Management
Arkansas
$952K +$416 +3 +0%
SWA
1039
Sax Wealth Advisors
New Jersey
$951K -$13K -94 -1%
WWM
1040
Westwood Wealth Management
California
$946K -$139K -1,000 -14%
AR
1041
Advisory Research
Illinois
$944K – – –
FPB
1042
First PREMIER Bank
South Dakota
$937K +$16.5K +119 +2%
CAL
1043
Capital Analysts LLC
Pennsylvania
$936K +$694K +5,000 +448%
JE
1044
JMAC Enterprises
Pennsylvania
$934K -$27.7K -200 -3%
CA
1045
Claro Advisors
Massachusetts
$933K +$40.4K +291 +5%
FC
1046
Forte Capital
New York
$930K -$82.8K -597 -9%
SFG
1047
Sather Financial Group
Texas
$926K +$562K +4,050 +203%
OPA
1048
Old Port Advisors
Maine
$922K +$50.8K +366 +6%
WWM
1049
Whalen Wealth Management
Nevada
$921K +$305K +2,202 +58%
BCM
1050
Boltwood Capital Management
California
$920K -$37.5K -270 -4%
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