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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1101
Riverview Capital Advisers
Massachusetts
$711K – – –
NCM
1102
Next Capital Management
New York
$709K -$19.9K -162 -3%
SEP
1103
Southland Equity Partners
Missouri
$709K -$199K -1,620 -22%
SIC
1104
Samalin Investment Counsel
New York
$709K +$123 +1 +0%
GCP
1105
Garda Capital Partners
Minnesota
$706K +$701K +5,699 New
RIA
1106
Realta Investment Advisors
Delaware
$705K +$32.5K +264 +5%
LC
1107
Lindbrook Capital
California
$703K +$149K +1,212 +27%
MA
1108
MONECO Advisors
Connecticut
$701K -$18.7K -152 -3%
OPA
1109
Old Port Advisors
Maine
$700K +$13.7K +111 +2%
MCCA
1110
Mill Creek Capital Advisors
Pennsylvania
$700K -$8.12K -66 -1%
ONB
1111
Old National Bancorp
Indiana
$699K +$12.4K +101 +2%
MHS
1112
M Holdings Securities
Oregon
$694K +$690K +5,608 New
OHWP
1113
Oak Harbor Wealth Partners
North Carolina
$691K – – –
GHAM
1114
Gilman Hill Asset Management
Connecticut
$690K – – –
AAM
1115
Augustine Asset Management
Florida
$689K -$4.8K -39 -0.7%
FWM
1116
FFT Wealth Management
Pennsylvania
$688K +$29K +236 +4%
GGS
1117
Galvin Gaustad & Stein
Arizona
$684K -$50.9K -414 -7%
CSIC
1118
Clifford Swan Investment Counsel
California
$683K -$10.5K -85 -2%
TA
1119
TFB Advisors
Kansas
$681K +$146K +1,190 +28%
SBIA
1120
Sheaff Brock Investment Advisors
Indiana
$680K -$223K -1,812 -25%
GCM
1121
Gables Capital Management
Florida
$677K -$167K -1,360 -20%
MP
1122
McDonald Partners
Ohio
$673K – – –
CFG
1123
Cooper Financial Group
California
$673K -$254K -2,063 -28%
HWA
1124
Heritage Wealth Advisors
Virginia
$671K – – –
AWM
1125
Accurate Wealth Management
Florida
$670K +$15.4K +125 +3%
43 44
45
46 47