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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1176
MGB Wealth Management
Texas
$598K – – –
UF
1177
Univest Financial
Pennsylvania
$597K +$140K +1,138 +31%
ZIM
1178
Zacks Investment Management
Illinois
$597K -$7.38K -60 -1%
UAG
1179
United Advisor Group
Ohio
$594K +$285K +2,314 +93%
AC
1180
Avestar Capital
New York
$593K +$166K +1,351 +39%
ACP
1181
Arcus Capital Partners
Georgia
$592K +$4.06K +33 +0.7%
SAG
1182
SageView Advisory Group
California
$590K +$35.7K +290 +6%
CFS
1183
Coordinated Financial Services
Colorado
$589K -$10.6K -86 -2%
BEI
1184
Benjamin Edwards Inc
Missouri
$587K -$12.8K -104 -2%
BA
1185
Birinyi Associates
Connecticut
$583K +$861 +7 +0.1%
ABLA
1186
Alan B. Lancz & Associates
Ohio
$582K +$578K +4,700 New
PCTC
1187
Perkins Coie Trust Company
Washington
$581K – – –
SWM
1188
Silverlake Wealth Management
Vermont
$578K -$2.34K -19 -0.4%
CCFM
1189
Clear Creek Financial Management
Washington
$577K +$32.2K +262 +6%
SLWA
1190
San Luis Wealth Advisors
California
$576K +$12.3K +100 +2%
CCA
1191
Checchi Capital Advisers
California
$576K +$31.9K +259 +6%
GT
1192
Greenleaf Trust
Michigan
$576K +$15.3K +124 +3%
KA
1193
Kovack Advisors
Florida
$571K -$1.11M -9,028 -66%
SQA
1194
Simon Quick Advisors
New Jersey
$571K +$31.1K +253 +6%
IF
1195
Intrua Financial
Texas
$570K -$60.5K -492 -10%
CA
1196
Continuum Advisory
Idaho
$570K +$492 +4 +0.1%
BWP
1197
BSW Wealth Partners
Colorado
$567K +$3.45K +28 +0.6%
LAM
1198
Lewis Asset Management
California
$561K -$243K -1,974 -30%
MA
1199
MJP Associates
Connecticut
$560K -$8.86K -72 -2%
ECU
1200
Eisler Capital (UK)
United Kingdom
$557K +$83.1K +675 +18%
46 47
48
49 50