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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
1051
Livforsakringsbolaget Skandia
Sweden
$673K -$387K -2,900 -36%
PFA
1052
Peak Financial Advisors
Colorado
$672K +$693K +5,195 New
UFA
1053
US Financial Advisors
Massachusetts
$671K – – –
GA
1054
Gateway Advisory
New Jersey
$664K +$445K +3,340 +187%
EM
1055
Excalibur Management
Massachusetts
$662K -$118K -886 -15%
PCTC
1056
Perkins Coie Trust Company
Washington
$661K – – –
RSWM
1057
Robertson Stephens Wealth Management
California
$661K +$681K +5,110 New
EWM
1058
EPG Wealth Management
Georgia
$660K +$5.07K +38 +0.8%
KM
1059
Kalos Management
Georgia
$660K +$18K +135 +3%
CIA
1060
Cladis Investment Advisory
Montana
$660K +$680K +5,100 New
BCM
1061
Barometer Capital Management
Ontario, Canada
$653K -$9.19M -68,937 -93%
CI
1062
Cigna Investments
Connecticut
$652K -$4.8K -36 -0.7%
NSB
1063
Norway Savings Bank
Maine
$652K +$161K +1,205 +31%
PCIA
1064
Prime Capital Investment Advisors
Kansas
$652K +$162K +1,215 +32%
MCM
1065
Morton Capital Management
California
$649K +$669K +5,016 New
VCM
1066
Virtue Capital Management
Tennessee
$648K +$394K +2,953 +144%
LIA
1067
LSP Investment Advisors
New York
$647K – – –
WA
1068
Wealth Alliance
New York
$647K +$109K +814 +19%
SCM
1069
Sterneck Capital Management
Missouri
$644K -$133K -1,000 -17%
VFA
1070
Voya Financial Advisors
Connecticut
$638K +$118K +882 +22%
CAM
1071
CenterStar Asset Management
Illinois
$634K – – –
WA1
1072
Wimmer Associates 1
California
$632K – – –
VC
1073
Veracity Capital
Georgia
$629K +$119K +895 +23%
SAM
1074
Security Asset Management
New York
$628K -$734K -5,507 -53%
AWM
1075
Altium Wealth Management
New York
$628K +$2.4K +18 +0.4%
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