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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1051
Segment Wealth Management
Texas
$1.28M +$134K +883 +12%
FFM
1052
Forum Financial Management
Illinois
$1.28M -$60.5K -398 -5%
RCM
1053
Riverpark Capital Management
New York
$1.27M -$19.1K -126 -2%
HKAM
1054
Horizon Kinetics Asset Management
New York
$1.27M -$21K -138 -2%
EWM
1055
EPG Wealth Management
Georgia
$1.27M +$96.5K +635 +8%
WPC
1056
Wedmont Private Capital
Pennsylvania
$1.27M -$456 -3 -0%
BWG
1057
Beta Wealth Group
California
$1.26M -$88.1K -580 -7%
CCM
1058
Cox Capital Management
Massachusetts
$1.26M +$1.24M +8,132 New
VCA
1059
Verdence Capital Advisors
Maryland
$1.26M -$29.2K -192 -2%
RIP
1060
Reliant Investment Partners
North Carolina
$1.26M -$114K -749 -8%
MFG
1061
MidWestOne Financial Group
Iowa
$1.26M -$27K -178 -2%
PDL
1062
Portfolio Design Labs
California
$1.26M +$38K +250 +3%
LAIC
1063
Lederer & Associates Investment Counsel
California
$1.25M -$193K -1,270 -14%
PA
1064
Procyon Advisors
Connecticut
$1.25M +$593K +3,903 +92%
HTC
1065
Haverford Trust Company
Pennsylvania
$1.25M +$2.13K +14 +0.2%
TTIC
1066
Tower Trust & Investment Company
Iowa
$1.24M +$102K +674 +9%
GWMR
1067
GC Wealth Management RIA
Massachusetts
$1.24M -$726K -4,776 -37%
MFA
1068
Mayflower Financial Advisors
Massachusetts
$1.24M +$9.27K +61 +0.8%
AP
1069
Anchyra Partners
Georgia
$1.24M +$1.22M +8,060 New
B
1070
Bailard
California
$1.24M -$158K -1,039 -11%
TAM
1071
Trust Asset Management
Texas
$1.24M -$44.4K -292 -4%
CRC
1072
Curi RMB Capital
Illinois
$1.24M +$55.3K +364 +5%
ACIM
1073
Azimuth Capital Investment Management
Michigan
$1.23M – – –
CMANY
1074
Capital Management Associates (New York)
New York
$1.23M – – –
ACI
1075
Alpha Cubed Investments
California
$1.23M +$42.5K +280 +4%
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