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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1126
Alteri Wealth
California
$858K -$4.69K -39 -0.5%
SWM
1127
Segment Wealth Management
Texas
$855K +$122K +1,013 +16%
LI
1128
LRI Investments
Florida
$855K -$2.76K -23 -0.3%
SIP
1129
Stoneridge Investment Partners
Pennsylvania
$852K +$801K +6,670 New
EWM
1130
Empirical Wealth Management
Washington
$851K +$175K +1,456 +25%
SCA
1131
Sippican Capital Advisors
Massachusetts
$850K +$120 +1 +0%
LCM
1132
Leisure Capital Management
California
$848K +$12.6K +105 +1%
BCA
1133
Bay Colony Advisors
Massachusetts
$843K – – –
MIF
1134
Mediolanum International Funds
Ireland
$840K -$579K -4,819 -40%
CA
1135
Cannon Advisors
North Carolina
$839K -$1.89M -15,743 -70%
FCA
1136
Fortis Capital Advisors
Kansas
$838K +$278K +2,310 +48%
MP
1137
Mangrove Partners
Connecticut
$834K – – –
EDRH
1138
Edmond de Rothschild Holding
Switzerland
$832K -$5.53K -46 -0.6%
PHS
1139
Pekin Hardy Strauss
Illinois
$832K -$126K -1,050 -13%
BAM
1140
Blueshift Asset Management
New Jersey
$830K +$481K +4,006 +132%
CI
1141
Cigna Investments
Connecticut
$825K – – –
WPW
1142
Winthrop Partners - WNY
New York
$823K +$24.9K +207 +3%
AT
1143
Adelphi Trust
Florida
$821K +$265K +2,207 +46%
CFM
1144
Compass Financial Management
Florida
$821K +$802K +6,674 New
HCMT
1145
Highland Capital Management (Tennessee)
Tennessee
$820K -$12.6K -105 -1%
RIG
1146
Renaissance Investment Group
Massachusetts
$819K -$52.9K -440 -6%
TAM
1147
Tocqueville Asset Management
New York
$819K -$24.9K -207 -3%
PWMA
1148
Pension & Wealth Management Advisors
Massachusetts
$819K +$50.2K +418 +6%
HA
1149
Herold Advisors
New York
$810K +$31.4K +261 +4%
FWM
1150
Foguth Wealth Management
Michigan
$806K +$1.32K +11 +0.2%
44 45
46
47 48