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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
EPA
1176
Element Pointe Advisors
Florida
$742K – – –
PA
1177
Profund Advisors
Maryland
$742K -$160K -1,228 -16%
PSCM
1178
Per Stirling Capital Management
Texas
$737K +$3.77K +29 +0.5%
CA
1179
Cullinan Associates
Kentucky
$737K – – –
CB
1180
CNB Bank
Pennsylvania
$736K +$51.7K +397 +7%
ACIM
1181
Azimuth Capital Investment Management
Michigan
$736K -$208K -1,600 -20%
CA
1182
Continuum Advisory
Idaho
$734K +$91.6K +704 +12%
LC
1183
LCNB Corp
Ohio
$734K -$11.4K -88 -1%
CCA
1184
Clearwater Capital Advisors
Illinois
$728K +$386K +2,966 +88%
ACP
1185
Aviance Capital Partners
Florida
$727K -$8.85K -68 -1%
CCP
1186
Cane Capital Partners
Louisiana
$724K +$819K +6,298 New
VA
1187
VestGen Advisors
Illinois
$724K +$112K +864 +17%
PWM
1188
Prentice Wealth Management
New York
$719K +$10.4K +80 +1%
SWM
1189
Segment Wealth Management
Texas
$719K -$267K -2,053 -25%
DWT
1190
Dorsey & Whitney Trust
South Dakota
$717K -$4.81K -37 -0.6%
NW
1191
Naviter Wealth
Arkansas
$716K -$110K -845 -12%
PA
1192
Procyon Advisors
Connecticut
$714K -$250K -1,920 -24%
EFMC
1193
Empire Financial Management Company
New York
$712K -$69K -530 -8%
EWS
1194
Evergreen Wealth Solutions
Pennsylvania
$708K +$801K +6,158 New
SWASL
1195
Spartan Wealth Advisory Services LLC
Michigan
$708K +$801K +6,158 New
SWM
1196
Steinberganna Wealth Management
New York
$707K -$64.7K -497 -7%
FPB
1197
First PREMIER Bank
South Dakota
$704K – – –
QCIG
1198
Quad-Cities Investment Group
Iowa
$702K +$111K +852 +16%
BDWCC
1199
B&D White Capital Company
Texas
$701K +$794K +6,100 New
SMA
1200
Sage Mountain Advisors
Georgia
$700K -$550K -4,230 -41%
46 47
48
49 50