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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1176
Marino Stram & Associates
Massachusetts
$1.01M +$448K +2,614 +80%
QPWM
1177
Quadrant Private Wealth Management
Pennsylvania
$1M +$34.4K +201 +4%
RWP
1178
Revolve Wealth Partners
New Jersey
$998K -$38.4K -224 -4%
AWM
1179
Aviso Wealth Management
Washington
$998K -$5.48K -32 -0.5%
OPA
1180
Old Port Advisors
Maine
$990K +$2.23K +13 +0.2%
BCM
1181
Bienville Capital Management
New York
$988K +$343 +2 +0%
TCM
1182
Twin Capital Management
Pennsylvania
$987K +$990K +5,777 New
CA
1183
Commerzbank Aktiengesellschaft
Germany
$985K – – –
DDC
1184
DF Dent & Co
Maryland
$985K -$89.4K -522 -8%
KIC
1185
Kensington Investment Counsel
California
$983K – – –
CA
1186
CV Advisors
Florida
$982K +$985K +5,749 New
CCWM
1187
Cassaday & Co Wealth Management
Virginia
$982K +$685 +4 +0.1%
WI
1188
WBI Investments
New Jersey
$969K +$113K +657 +13%
HA
1189
Herold Advisors
New York
$959K +$86.2K +503 +10%
BCWM
1190
Bartlett & Co Wealth Management
Ohio
$959K +$200K +1,168 +26%
PWM
1191
PBMares Wealth Management
Virginia
$956K – – –
WAM
1192
Weiss Asset Management
Massachusetts
$947K +$950K +5,544 New
HBT
1193
Heartland Bank & Trust
Illinois
$944K -$2.91K -17 -0.3%
LIG
1194
Lokken Investment Group
Delaware
$942K +$343 +2 +0%
PWMAG
1195
Pinnacle Wealth Management Advisory Group
New Jersey
$940K +$79.2K +462 +9%
IA
1196
IAM Advisory
Pennsylvania
$939K +$5.31K +31 +0.6%
CFS
1197
Coordinated Financial Services
Colorado
$938K -$40.8K -238 -4%
SFG
1198
Seamount Financial Group
Colorado
$935K -$514 -3 -0.1%
WFG
1199
Wills Financial Group
Virginia
$932K +$9.6K +56 +1%
EF
1200
Empirical Finance
Pennsylvania
$929K +$44.2K +258 +5%
46 47
48
49 50