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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1076
McDonald Partners
Ohio
$400K -$3.71K -43 -0.8%
EWM
1077
EPG Wealth Management
Georgia
$399K +$1.21K +14 +0.3%
VWM
1078
Venturi Wealth Management
Texas
$399K +$44K +509 +10%
HIMC
1079
Heritage Investors Management Corp
Maryland
$396K +$162K +1,878 +54%
QPWM
1080
Quadrant Private Wealth Management
Pennsylvania
$396K +$461K +5,337 New
JWBC
1081
J.W. Burns & Co
New York
$395K -$4.32K -50 -0.9%
BCM
1082
Boltwood Capital Management
California
$395K +$78.8K +913 +21%
MCWS
1083
McKinley Carter Wealth Services
West Virginia
$394K -$5.87K -68 -1%
SP
1084
Symmetry Partners
Connecticut
$391K – – –
GWMIA
1085
Global Wealth Management Investment Advisory
Florida
$389K +$134K +1,547 +42%
MWA
1086
Meridian Wealth Advisors
Texas
$388K -$34.5K -400 -7%
WPW
1087
Warther Private Wealth
Ohio
$387K -$133K -1,544 -23%
SIC
1088
Salem Investment Counselors
North Carolina
$385K -$4.32K -50 -1%
VCP
1089
Verus Capital Partners
Arizona
$383K -$24.9K -288 -5%
KA
1090
Kozak & Associates
Colorado
$382K +$4.14K +48 +0.9%
PFA
1091
Pathway Financial Advisers
Indiana
$382K +$444K +5,142 New
CMTU
1092
Capital Markets Trading (UK)
United Kingdom
$381K -$2.53M -29,260 -85%
SAS
1093
Sanford Advisory Services
Michigan
$380K +$27.4K +317 +7%
CWM
1094
Curi Wealth Management
North Carolina
$378K +$1.12K +13 +0.3%
JAM
1095
Jupiter Asset Management
United Kingdom
$376K -$7.8M -90,307 -95%
KIG
1096
Kennedy Investment Group
New Jersey
$376K +$437K +5,065 New
MCM
1097
Morton Capital Management
California
$375K – – –
MTC
1098
McDaniel Terry & Co
Texas
$375K – – –
EW
1099
Evoke Wealth
California
$375K +$263K +3,051 +153%
ACM
1100
Avalon Capital Management
California
$375K -$173K -2,000 -28%
42 43
44
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