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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1176
Cassaday & Co Wealth Management
Virginia
$859K +$149K +1,087 +23%
CFS
1177
Coordinated Financial Services
Colorado
$857K +$115K +839 +17%
GHAM
1178
Gilman Hill Asset Management
Connecticut
$855K +$34.1K +248 +5%
EFMC
1179
Empire Financial Management Company
New York
$855K – – –
CA
1180
Crewe Advisors
Utah
$850K -$962 -7 -0.1%
PCP
1181
Perbak Capital Partners
United Kingdom
$850K +$560K +4,073 +253%
QPWM
1182
Quadrant Private Wealth Management
Pennsylvania
$847K +$24.7K +180 +3%
VCM
1183
Voleon Capital Management
California
$840K +$772K +5,619 New
MYIA
1184
Mount Yale Investment Advisors
Colorado
$838K -$18.1K -132 -2%
PWM
1185
PBMares Wealth Management
Virginia
$837K -$8.38K -61 -1%
MDA
1186
Minot DeBlois Advisors
Massachusetts
$830K +$27.5K +200 +4%
HBT
1187
Heartland Bank & Trust
Illinois
$829K -$18.5K -135 -2%
EBT
1188
Enterprise Bank & Trust
Massachusetts
$826K -$113K -820 -13%
LIG
1189
Lokken Investment Group
Delaware
$825K -$1.79K -13 -0.2%
JWA
1190
JFS Wealth Advisors
Pennsylvania
$820K +$10.7K +78 +1%
SFG
1191
Seamount Financial Group
Colorado
$819K +$49.1K +357 +7%
BCV
1192
Banque Cantonale Vaudoise
Switzerland
$818K -$147K -1,067 -16%
IA
1193
IAM Advisory
Pennsylvania
$818K +$25K +182 +3%
RBC
1194
Roble Belko & Company
Pennsylvania
$817K +$32.4K +236 +5%
WP
1195
Westmount Partners
California
$815K +$1.65K +12 +0.2%
YIA
1196
YHB Investment Advisors
Connecticut
$811K +$419K +3,051 +129%
MFG
1197
Mosaic Financial Group
Illinois
$810K +$1.1K +8 +0.1%
WFG
1198
Wills Financial Group
Virginia
$808K +$43.4K +316 +6%
LS
1199
Livforsakringsbolaget Skandia
Sweden
$802K – – –
T
1200
Tableaux
Massachusetts
$800K -$415K -3,017 -36%
46 47
48
49 50