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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1101
McDonald Partners
Ohio
$833K – – –
SIC
1102
Salem Investment Counselors
North Carolina
$831K +$8.32K +60 +1%
VCP
1103
Verus Capital Partners
Arizona
$824K +$27.2K +196 +4%
GCM
1104
Gables Capital Management
Florida
$822K -$13.9K -100 -2%
LS
1105
Livforsakringsbolaget Skandia
Sweden
$821K +$565K +4,076 +317%
JWA
1106
JFS Wealth Advisors
Pennsylvania
$820K -$138K -996 -16%
QCIG
1107
Quad-Cities Investment Group
Iowa
$819K – – –
VWA
1108
Visionary Wealth Advisors
Illinois
$816K +$7.63K +55 +1%
HCM
1109
Hodges Capital Management
Texas
$815K -$97.1K -700 -12%
ACM
1110
Avalon Capital Management
California
$815K – – –
CSIC
1111
Clifford Swan Investment Counsel
California
$814K -$27.6K -199 -4%
FFN
1112
Focus Financial Network
Minnesota
$814K -$65.6K -473 -8%
AC
1113
Avestar Capital
New York
$812K +$71.6K +516 +11%
HWA
1114
HHM Wealth Advisors
Tennessee
$812K -$250K -1,800 -25%
IAA
1115
Ironsides Asset Advisors
North Carolina
$812K – – –
TPWA
1116
TRUE Private Wealth Advisors
Oregon
$811K – – –
MCCA
1117
Mill Creek Capital Advisors
Pennsylvania
$811K -$49.5K -357 -6%
BCWM
1118
Bartlett & Co Wealth Management
Ohio
$811K – – –
IA
1119
IAM Advisory
Pennsylvania
$810K +$11.8K +85 +2%
LWMM
1120
Legacy Wealth Management (Mississippi)
Mississippi
$806K +$730K +5,264 New
KNW
1121
Kesler Norman & Wride
Utah
$804K +$728K +5,248 New
MWA
1122
Meridian Wealth Advisors
Texas
$802K – – –
RBC
1123
Roble Belko & Company
Pennsylvania
$801K – – –
MIS
1124
Morningstar Investment Services
Illinois
$801K +$141K +1,013 +24%
BHWM
1125
Bar Harbor Wealth Management
New Hampshire
$800K -$22.1K -159 -3%
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45
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