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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1051
Geneos Wealth Management
Colorado
$480K -$5.18K -60 -1%
BL
1052
Balentine LLC
Georgia
$480K +$133K +1,536 +42%
FLPIM
1053
F.L. Putnam Investment Management
Massachusetts
$478K -$52.5K -608 -11%
PGIM
1054
Pacific Global Investment Management
California
$475K +$4.49K +52 +1%
VCP
1055
Verus Capital Partners
Arizona
$470K -$864 -10 -0.2%
1IA
1056
1620 Investment Advisors
Massachusetts
$470K +$2.59K +30 +0.6%
AAS
1057
Ameritas Advisory Services
Nebraska
$470K -$1.06M -12,273 -71%
ACM
1058
Avalon Capital Management
California
$469K – – –
CCM
1059
Coldstream Capital Management
Washington
$468K +$219K +2,530 +101%
RMDI
1060
R.M. Davis Inc
Maine
$466K -$71.4K -827 -14%
LIA
1061
LSP Investment Advisors
New York
$465K – – –
WC
1062
Woodstock Corp
Massachusetts
$465K – – –
JE
1063
JMAC Enterprises
Pennsylvania
$465K +$51.8K +600 +14%
UM
1064
UniSuper Management
Australia
$465K +$432K +5,000 New
FWM
1065
FFT Wealth Management
Pennsylvania
$464K +$201K +2,328 +87%
LB
1066
Leo Brokerage
Texas
$464K -$21.9K -254 -5%
WP
1067
WealthSource Partners
California
$463K -$63.7K -737 -13%
SIC
1068
Salem Investment Counselors
North Carolina
$462K -$18.9K -219 -4%
AG
1069
Ascent Group
Virginia
$461K -$26.2K -303 -6%
ACI
1070
Alpha Cubed Investments
California
$461K -$7.78K -90 -2%
PI
1071
PFG Investments
New York
$460K +$96K +1,111 +29%
FFA
1072
Farther Finance Advisors
California
$460K +$114K +1,322 +36%
VAS
1073
Vestmark Advisory Solutions
Massachusetts
$460K -$30.1K -349 -7%
NP
1074
Nilsine Partners
Colorado
$459K -$40.5K -469 -9%
KTC
1075
Kistler-Tiffany Companies
Pennsylvania
$458K -$2.68K -31 -0.6%
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