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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
1201
Brown Miller Wealth Management
Virginia
$272K -$140K -1,209 -34%
WSFS
1202
Wilmington Savings Fund Society
Delaware
$272K +$4.76K +41 +2%
ANTB
1203
AMG National Trust Bank
Colorado
$272K +$21.5K +185 +9%
TH
1204
TCTC Holdings
Texas
$270K – – –
FCBT
1205
First Citizens Bank & Trust
North Carolina
$268K +$268K +2,306 New
AI
1206
Atom Investors
Texas
$263K -$128K -1,105 -33%
MSA
1207
Marino Stram & Associates
Massachusetts
$262K -$1.15M -9,908 -81%
BC
1208
Barnett & Company
Tennessee
$261K -$58K -500 -18%
CP
1209
Camelot Portfolios
Ohio
$261K -$3.6K -31 -1%
WDC
1210
Woodward Diversified Capital
California
$261K +$348 +3 +0.1%
CCA
1211
Checchi Capital Advisers
California
$260K +$260K +2,238 New
CWM
1212
Calamos Wealth Management
Illinois
$259K -$253K -2,178 -49%
LPT
1213
Legacy Private Trust
Wisconsin
$259K – – –
PFGIA
1214
Patriot Financial Group Insurance Agency
Massachusetts
$258K +$1.28K +11 +0.5%
BCWM
1215
Bartlett & Co Wealth Management
Ohio
$257K -$1.04K -9 -0.4%
BC
1216
Bartlett & Co
Ohio
$257K -$1.04K -9 -0.4%
GIA
1217
Guyasuta Investment Advisors
Pennsylvania
$256K – – –
TFS
1218
Thoroughbred Financial Services
Tennessee
$256K – – –
VDI
1219
Vaughan David Investments
Illinois
$256K – – –
EP
1220
Eudaimonia Partners
Tennessee
$255K +$5.8K +50 +2%
LWCFA
1221
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K +$181K +1,559 +249%
WC
1222
Whitney & Co
New York
$253K -$4.99K -43 -2%
HCA
1223
Harbour Capital Advisors
Virginia
$253K – – –
MFG
1224
MidWestOne Financial Group
Iowa
$253K – – –
PIA
1225
Perennial Investment Advisors
California
$252K – – –
47 48
49
50 51