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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
1176
Lokken Investment Group
Delaware
$773K -$193K -1,186 -18%
QPWM
1177
Quadrant Private Wealth Management
Pennsylvania
$767K -$112K -692 -11%
OHWP
1178
Oak Harbor Wealth Partners
North Carolina
$766K +$33.1K +204 +4%
GHAM
1179
Gilman Hill Asset Management
Connecticut
$765K – – –
WP
1180
Westmount Partners
California
$760K -$10.9K -67 -1%
MP
1181
McDonald Partners
Ohio
$759K -$162 -1 -0%
SIM
1182
SWP Investment Management
Ohio
$757K +$879K +5,417 New
SBIA
1183
Sheaff Brock Investment Advisors
Indiana
$757K -$2.92K -18 -0.3%
MFG
1184
Mosaic Financial Group
Illinois
$756K -$6.82K -42 -0.8%
JWA
1185
JFS Wealth Advisors
Pennsylvania
$756K +$7.79K +48 +0.9%
LC
1186
Lindbrook Capital
California
$750K -$967K -5,957 -53%
LS
1187
Livforsakringsbolaget Skandia
Sweden
$749K – – –
SCM
1188
SCS Capital Management
Massachusetts
$749K +$870K +5,359 New
FPL
1189
Fortress Private Ledger
North Carolina
$748K +$125K +770 +17%
MDA
1190
Minot DeBlois Advisors
Massachusetts
$748K -$54.2K -334 -6%
TPWA
1191
TRUE Private Wealth Advisors
Oregon
$745K – – –
RIP
1192
Reliant Investment Partners
North Carolina
$744K +$162 +1 +0%
ACM
1193
Avalon Capital Management
California
$744K – – –
GJWM
1194
Gilliland Jeter Wealth Management
Arkansas
$743K -$146K -897 -14%
VFA
1195
Voya Financial Advisors
Connecticut
$742K -$145K -893 -14%
IAA
1196
Ironsides Asset Advisors
North Carolina
$741K – – –
IA
1197
IAM Advisory
Pennsylvania
$739K -$2.92K -18 -0.3%
CCFM
1198
Clear Creek Financial Management
Washington
$738K +$45.1K +278 +6%
GWM
1199
Geneos Wealth Management
Colorado
$738K +$54.2K +334 +7%
BHWM
1200
Bar Harbor Wealth Management
New Hampshire
$735K -$23.5K -145 -3%
46 47
48
49 50