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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1176
Sweet Financial Partners
Minnesota
$308K -$13.2K -153 -4%
EL
1177
Essex LLC
Illinois
$307K -$13.8K -160 -4%
ISL
1178
Ingalls & Snyder LLC
New York
$307K – – –
JFGIW
1179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$305K -$161K -1,863 -31%
DPI
1180
Diversified Portfolios Inc
Michigan
$304K – – –
MHIC
1181
Marble Harbor Investment Counsel
Massachusetts
$304K – – –
CPA
1182
Cowen Prime Advisors
New York
$304K – – –
PCTC
1183
Perkins Coie Trust Company
Washington
$302K – – –
RVPG
1184
Relative Value Partners Group
$301K +$350K +4,052 New
BJL
1185
Brighton Jones LLC
Washington
$300K +$21.7K +251 +7%
WA
1186
Wealth Alliance
New York
$300K -$135K -1,559 -28%
SS
1187
Simplicity Solutions
Minnesota
$300K -$473K -5,473 -58%
MTIC
1188
Missouri Trust & Investment Company
Missouri
$299K +$251K +2,910 +259%
FHC
1189
First Heartland Consultants
Missouri
$298K -$5.53K -64 -2%
PWM
1190
PBMares Wealth Management
Virginia
$297K -$42.3K -490 -11%
YWP
1191
YorkBridge Wealth Partners
New York
$296K -$530K -6,136 -61%
MAG
1192
Mayfair Advisory Group
Alabama
$296K +$3.11K +36 +1%
SF
1193
Summit Financial
New Jersey
$293K -$33.8K -391 -9%
VT
1194
Vise Technologies
New York
$293K -$26.9K -312 -7%
GWM
1195
Geneos Wealth Management
Colorado
$292K -$625K -7,242 -65%
SS
1196
Sunbelt Securities
Texas
$291K -$1.21K -14 -0.4%
O
1197
Ossiam
France
$291K – – –
MAA
1198
Mraz Amerine & Associates
California
$291K -$3.45K -40 -1%
CCA
1199
Covey Capital Advisors
Georgia
$291K – – –
AAG
1200
Armstrong Advisory Group
Massachusetts
$291K +$339K +3,920 New
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48
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