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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1126
Clifford Swan Investment Counsel
California
$430K +$1.73K +16 +0.3%
1IA
1127
1620 Investment Advisors
Massachusetts
$429K -$174K -1,612 -26%
BP
1128
BBR Partners
New York
$425K +$8.96K +83 +2%
BMWM
1129
Brown Miller Wealth Management
Virginia
$424K +$249K +2,303 +98%
PWLP
1130
Prio Wealth Limited Partnership
Massachusetts
$422K +$648 +6 +0.1%
MTWM
1131
Masso Torrence Wealth Management
New Jersey
$422K +$1.51K +14 +0.3%
SAS
1132
Sanford Advisory Services
Michigan
$420K +$160K +1,477 +47%
CGH
1133
Crossmark Global Holdings
Texas
$419K +$26K +241 +6%
PWM
1134
Prentice Wealth Management
New York
$417K +$9.18K +85 +2%
OWP
1135
Obermeyer Wealth Partners
Colorado
$416K – – –
C
1136
Certuity
Florida
$413K +$72.5K +671 +17%
CWA
1137
Canvas Wealth Advisors
Kansas
$411K -$183K -1,692 -27%
SC
1138
Slow Capital
California
$411K -$18.3K -169 -4%
CFA
1139
Compass Financial Advisors
Indiana
$409K +$115K +1,067 +31%
KP
1140
Keel Point
Alabama
$406K +$109K +1,007 +37%
ATWA
1141
Arbor Trust Wealth Advisors
Michigan
$401K – – –
PVH
1142
Psagot Value Holdings
Israel
$401K +$294K +2,720 +162%
BWP
1143
BSW Wealth Partners
Colorado
$399K – – –
VWM
1144
Valley Wealth Managers
New Jersey
$397K -$32.7K -303 -7%
FHC
1145
First Heartland Consultants
Missouri
$397K +$13.3K +123 +3%
PGIM
1146
Pacific Global Investment Management
California
$396K +$864 +8 +0.2%
APP
1147
Avantax Planning Partners
Iowa
$395K -$4.86K -45 -1%
NCM
1148
NCM Capital Management
New Jersey
$395K +$70.2K +650 +18%
EL
1149
Essex LLC
Illinois
$392K +$97.2K +900 +26%
RCG
1150
Regatta Capital Group
California
$389K -$4.32K -40 -0.9%
44 45
46
47 48