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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1151
SteelPeak Wealth
California
$533K +$16.6K +136 +3%
SMA
1152
Sage Mountain Advisors
Georgia
$532K -$438K -3,592 -46%
FMLI
1153
Fukoku Mutual Life Insurance
Japan
$531K – – –
BFA
1154
Beaumont Financial Advisors
Massachusetts
$529K -$34.6K -284 -6%
FPA
1155
First Pacific Advisors
California
$526K – – –
PPWM
1156
Paragon Private Wealth Management
Kentucky
$525K +$138K +1,132 +34%
SWM
1157
Selective Wealth Management
Virginia
$524K – – –
AAS
1158
Annex Advisory Services
Wisconsin
$523K +$14.1K +116 +3%
TGAM
1159
TBH Global Asset Management
Tennessee
$522K -$15.2K -125 -3%
DPI
1160
Diversified Portfolios Inc
Michigan
$521K -$122 -1 -0%
LSA
1161
Leonteq Securities AG
Switzerland
$521K +$1.22K +10 +0.2%
CPA
1162
Cowen Prime Advisors
New York
$520K – – –
MGP
1163
Metis Global Partners
California
$515K +$494K +4,054 New
AC
1164
ASB Consultores
Florida
$512K +$492K +4,037 New
MAA
1165
Mraz Amerine & Associates
California
$508K -$46K -377 -9%
BJL
1166
Brighton Jones LLC
Washington
$507K +$149K +1,222 +44%
EA
1167
Emerald Advisers
Pennsylvania
$505K -$250K -2,050 -34%
BWL
1168
Bogart Wealth LLC
Virginia
$505K +$174K +1,429 +56%
SPWM
1169
Schrum Private Wealth Management
Florida
$503K -$854 -7 -0.2%
HCM
1170
Hollencrest Capital Management
California
$502K +$79.6K +653 +20%
WWM
1171
Windsor Wealth Management
Indiana
$500K +$3.78K +31 +0.7%
BFWA
1172
Benchmark Financial Wealth Advisors
Florida
$499K +$5.12K +42 +1%
CCA
1173
Covey Capital Advisors
Georgia
$498K -$9.76K -80 -2%
AC
1174
Apogem Capital
New York
$497K +$87.7K +719 +22%
VDI
1175
Vaughan David Investments
Illinois
$495K – – –
45 46
47
48 49