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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1151
Venturi Wealth Management
Texas
$388K – – –
NAM
1152
NTV Asset Management
West Virginia
$387K +$86.4K +800 +23%
E
1153
Ergoteles
New York
$386K +$457K +4,230 New
LMKC
1154
L.M. Kohn & Company
Ohio
$384K – – –
MHIC
1155
Marble Harbor Investment Counsel
Massachusetts
$383K – – –
TGAM
1156
TBH Global Asset Management
Tennessee
$383K +$8.53K +79 +2%
OHWP
1157
Oak Harbor Wealth Partners
North Carolina
$382K +$61.6K +570 +16%
SMA
1158
Sage Mountain Advisors
Georgia
$381K -$1.73K -16 -0.4%
FMLI
1159
Fukoku Mutual Life Insurance
Japan
$381K – – –
VIA
1160
Vident Investment Advisory
Georgia
$380K +$454K +4,200 New
ISL
1161
Ingalls & Snyder LLC
New York
$378K -$6.48K -60 -1%
LSA
1162
Leonteq Securities AG
Switzerland
$378K +$4K +37 +0.9%
BJL
1163
Brighton Jones LLC
Washington
$377K +$15K +139 +3%
AAS
1164
Annex Advisory Services
Wisconsin
$376K – – –
SWM
1165
Selective Wealth Management
Virginia
$376K – – –
BWL
1166
Bogart Wealth LLC
Virginia
$376K +$15.6K +144 +4%
GHAM
1167
Gilman Hill Asset Management
Connecticut
$375K -$46.9K -434 -10%
IIA
1168
IPG Investment Advisors
California
$374K -$64.3K -595 -13%
CPA
1169
Cowen Prime Advisors
New York
$374K – – –
DPI
1170
Diversified Portfolios Inc
Michigan
$374K +$108 +1 +0%
BFWA
1171
Benchmark Financial Wealth Advisors
Florida
$372K +$16.2K +150 +4%
PCTC
1172
Perkins Coie Trust Company
Washington
$371K -$43.3K -401 -9%
MAG
1173
Mayfair Advisory Group
Alabama
$368K – – –
SPWM
1174
Schrum Private Wealth Management
Florida
$366K +$216 +2 +0%
MAA
1175
Mraz Amerine & Associates
California
$365K – – –
45 46
47
48 49