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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
1076
Prime Capital Investment Advisors
Kansas
$652K – – –
FFA
1077
First Foundation Advisors
California
$648K +$193K +1,586 +45%
BIAS
1078
Beacon Investment Advisory Services
New Jersey
$646K +$82.3K +675 +15%
OWM
1079
OneAscent Wealth Management
Alabama
$643K +$346K +2,839 +128%
MTC
1080
McDaniel Terry & Co
Texas
$642K -$83.1K -681 -12%
WB
1081
West Bancorporation
Iowa
$641K +$610K +5,000 +10,417%
RHBC
1082
R.H. Bluestein & Co
Michigan
$635K -$925K -7,585 -60%
LIA
1083
LSP Investment Advisors
New York
$635K – – –
AIM
1084
Anchor Investment Management
South Carolina
$633K +$56.7K +465 +10%
SCM
1085
Sterneck Capital Management
Missouri
$632K – – –
RVPG
1086
Relative Value Partners Group
$632K +$607K +4,975 New
EWM
1087
EPG Wealth Management
Georgia
$631K -$15.7K -129 -3%
BFEC
1088
Benjamin F. Edwards & Company
Missouri
$626K -$159K -1,305 -21%
PA
1089
Perennial Advisors
New York
$624K +$97.6K +800 +19%
WA1
1090
Wimmer Associates 1
California
$620K – – –
QPWM
1091
Quadrant Private Wealth Management
Pennsylvania
$620K +$46.3K +380 +8%
RWP
1092
Revolve Wealth Partners
New Jersey
$620K +$59.3K +486 +11%
PGA
1093
Portland Global Advisors
Maine
$619K -$253K -2,075 -30%
PFA
1094
Plotkin Financial Advisors
Maryland
$616K -$122K -1,000 -17%
MFW
1095
Meristem Family Wealth
Minnesota
$616K -$221K -1,814 -27%
SAM
1096
Security Asset Management
New York
$616K +$244 +2 +0%
KTC
1097
Kistler-Tiffany Companies
Pennsylvania
$615K – – –
S
1098
Surevest
California
$615K +$590K +4,841 New
MWM
1099
Mission Wealth Management
California
$612K +$39K +320 +7%
BFA
1100
Bragg Financial Advisors
North Carolina
$612K +$283K +2,321 +93%
42 43
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