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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
1151
Benchmark Financial Wealth Advisors
Florida
$327K +$3.8K +44 +1%
WMS
1152
Wealth Management Solutions
Pennsylvania
$326K +$71.4K +827 +23%
BP
1153
Ballentine Partners
Massachusetts
$324K +$378K +4,373 New
LMKC
1154
L.M. Kohn & Company
Ohio
$323K +$13.5K +156 +4%
CCA
1155
Cora Capital Advisors
New Jersey
$323K +$376K +4,358 New
RBC
1156
Romano Brothers & Co
Illinois
$323K +$19.1K +221 +5%
WA1
1157
Wimmer Associates 1
California
$322K – – –
BFAG
1158
Blackston Financial Advisory Group
Florida
$321K +$25.2K +292 +7%
PFGIA
1159
Patriot Financial Group Insurance Agency
Massachusetts
$321K +$83.8K +970 +29%
MGIA
1160
Moneta Group Investment Advisors
Missouri
$319K -$232K -2,683 -45%
MWM
1161
Meridian Wealth Management
Kentucky
$318K -$864 -10 -0.2%
SWM
1162
Selective Wealth Management
Virginia
$318K +$432 +5 +0.1%
GJIA
1163
Glass Jacobson Investment Advisors
Maryland
$317K +$369K +4,271 New
C
1164
Certuity
Florida
$316K +$109K +1,260 +42%
CT
1165
Chicago Trust
Illinois
$316K – – –
AAS
1166
Annex Advisory Services
Wisconsin
$315K -$6.3K -73 -2%
SWS
1167
SYSTM Wealth Solutions
Illinois
$315K +$366K +4,241 New
AIM
1168
Anchor Investment Management
South Carolina
$314K -$21.6K -250 -6%
I
1169
INVST
Indiana
$313K -$78.4K -908 -22%
SBH
1170
Segall Bryant & Hamill
Illinois
$312K -$453K -5,247 -55%
BCM
1171
Bienville Capital Management
New York
$312K -$328K -3,798 -47%
APP
1172
Avantax Planning Partners
Iowa
$312K +$75.9K +879 +26%
EI
1173
Ethic Inc
New York
$312K +$363K +4,200 New
FMLI
1174
Fukoku Mutual Life Insurance
Japan
$310K – – –
SFG
1175
Sovereign Financial Group
Connecticut
$308K +$54.2K +628 +18%
45 46
47
48 49