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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1151
Westmount Partners
California
$948K +$363K +2,085 +61%
GHAM
1152
Gilman Hill Asset Management
Connecticut
$943K -$17.4K -100 -2%
EBT
1153
Enterprise Bank & Trust
Massachusetts
$942K +$220K +1,262 +30%
AAS
1154
Annex Advisory Services
Wisconsin
$942K -$45.3K -260 -5%
KA
1155
Kozak & Associates
Colorado
$940K +$4.7K +27 +0.5%
MFG
1156
Mosaic Financial Group
Illinois
$939K -$75.4K -433 -7%
SBIA
1157
Sheaff Brock Investment Advisors
Indiana
$937K -$3.48K -20 -0.4%
MP
1158
McDonald Partners
Ohio
$937K -$1.22K -7 -0.1%
BHWM
1159
Bar Harbor Wealth Management
New Hampshire
$932K +$31.5K +181 +3%
SFG
1160
Sather Financial Group
Texas
$931K -$113K -650 -11%
LS
1161
Livforsakringsbolaget Skandia
Sweden
$924K – – –
JWA
1162
JFS Wealth Advisors
Pennsylvania
$924K – – –
QCIG
1163
Quad-Cities Investment Group
Iowa
$923K – – –
LWM
1164
Lionshead Wealth Management
New York
$922K +$931K +5,346 New
SQA
1165
Simon Quick Advisors
New Jersey
$922K +$60.8K +349 +7%
TPWA
1166
TRUE Private Wealth Advisors
Oregon
$919K +$5.75K +33 +0.6%
GLA
1167
Great Lakes Advisors
Illinois
$917K +$306K +1,754 +49%
RIP
1168
Reliant Investment Partners
North Carolina
$917K +$927K +5,321 New
ACM
1169
Avalon Capital Management
California
$917K – – –
BAM
1170
Broyhill Asset Management
North Carolina
$915K +$924K +5,306 New
IA
1171
IAM Advisory
Pennsylvania
$914K +$2.96K +17 +0.3%
IAA
1172
Ironsides Asset Advisors
North Carolina
$914K – – –
CM
1173
Crestline Management
Texas
$914K +$520K +2,985 +129%
NG
1174
Norden Group
Utah
$912K +$188K +1,078 +26%
OHWP
1175
Oak Harbor Wealth Partners
North Carolina
$910K -$34.8K -200 -4%
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48 49