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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1051
JFS Wealth Advisors
Pennsylvania
$786K -$340K -2,763 -30%
NBT
1052
Northwest Bank & Trust
Iowa
$785K -$41.8K -340 -5%
PWM
1053
Purus Wealth Management
California
$784K +$6.03K +49 +0.8%
BTI
1054
Blue Trust Inc
Georgia
$783K +$662K +5,383 +936%
CIG
1055
Cullen Investment Group
Louisiana
$782K +$3.08K +25 +0.4%
CCM
1056
Coldstream Capital Management
Washington
$782K -$43.6K -354 -5%
FAIM
1057
Financial Advocates Investment Management
Washington
$781K -$186K -1,510 -19%
LWL
1058
Leo Wealth LLC
Texas
$781K +$33.7K +274 +5%
SWA
1059
Sax Wealth Advisors
New Jersey
$781K +$44.1K +358 +6%
FFN
1060
Focus Financial Network
Minnesota
$780K -$123 -1 -0%
JE
1061
JMAC Enterprises
Pennsylvania
$780K – – –
BCM
1062
Boltwood Capital Management
California
$777K +$12.7K +103 +2%
BCM
1063
Brookstone Capital Management
Illinois
$775K -$318K -2,582 -31%
GJWM
1064
Gilliland Jeter Wealth Management
Arkansas
$769K +$246 +2 +0%
WPC
1065
Wedmont Private Capital
Pennsylvania
$769K +$43.8K +356 +6%
WHG
1066
Westwood Holdings Group
Texas
$768K +$3.94K +32 +0.5%
AR
1067
Advisory Research
Illinois
$763K – – –
LA
1068
LM Advisors
California
$763K -$161K -1,309 -18%
CAG
1069
Csenge Advisory Group
Florida
$762K +$30.8K +250 +4%
PSCM
1070
Per Stirling Capital Management
Texas
$762K +$1.48K +12 +0.2%
GWMIA
1071
Global Wealth Management Investment Advisory
Florida
$758K +$5.91K +48 +0.8%
BJL
1072
Brighton Jones LLC
Washington
$753K +$28.2K +229 +4%
GIA
1073
Gladstone Institutional Advisory
Florida
$751K +$51.7K +420 +7%
HCM
1074
Hodges Capital Management
Texas
$746K -$228K -1,850 -23%
CCM
1075
Cullen Capital Management
New York
$743K – – –
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