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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1051
Mayflower Financial Advisors
Massachusetts
$1.03M +$119K +916 +11%
QF
1052
QVT Financial
New York
$1.03M +$1.17M +8,958 New
FAL
1053
Focused Alpha LLC
Colorado
$1.03M -$163K -1,252 -12%
AWM
1054
Avondale Wealth Management
Texas
$1.02M +$852K +6,550 +279%
HA
1055
Huntleigh Advisors
Missouri
$1.02M +$922K +7,089 +394%
TWM
1056
Tradition Wealth Management
Minnesota
$1.02M +$63.4K +487 +6%
PNAA
1057
Pictet North America Advisors
Switzerland
$1.01M – – –
USB
1058
Union Savings Bank
Connecticut
$1.01M +$38.5K +296 +3%
FNT
1059
First National Trust
Pennsylvania
$1.01M -$120K -920 -9%
MC
1060
Machina Capital
France
$1.01M +$1.14M +8,761 New
WAG
1061
Wiser Advisor Group
Arizona
$1.01M +$1.12M +8,645 +8,313%
V
1062
ViaWealth
Kansas
$1.01M +$495K +3,806 +77%
PCP
1063
Perbak Capital Partners
United Kingdom
$1M +$752K +5,783 +196%
AIM
1064
Anchor Investment Management
South Carolina
$1M – – –
FB
1065
Fulton Bank
Pennsylvania
$997K -$180K -1,386 -14%
IA
1066
IFP Advisors
Florida
$995K +$410K +3,154 +57%
ANTB
1067
AMG National Trust Bank
Colorado
$994K +$925K +7,106 +463%
ASG
1068
Ariston Services Group
California
$990K -$1.12M -8,606 Closed
MA
1069
MONECO Advisors
Connecticut
$979K +$219K +1,686 +25%
FFWA
1070
FRG Family Wealth Advisors
Washington
$971K -$180K -1,380 -14%
VDI
1071
Vaughan David Investments
Illinois
$963K -$74.8K -575 -6%
CM
1072
CastleKnight Management
New York
$954K +$1.08M +8,300 New
GWMIA
1073
Global Wealth Management Investment Advisory
Florida
$952K +$219K +1,687 +26%
RIM
1074
RW Investment Management
Idaho
$949K +$1.07M +8,250 New
TTIC
1075
Tower Trust & Investment Company
Iowa
$945K +$18.1K +139 +2%
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