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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1201
Sabal Trust
Florida
$290K -$1.47K -17 -0.4%
PO
1202
Private Ocean
California
$287K – – –
CIC
1203
Carnegie Investment Counsel
Ohio
$284K +$330K +3,822 New
RFN
1204
Redwood Financial Network
Ohio
$283K +$37.7K +437 +13%
OHWA
1205
Oak Hill Wealth Advisors
Virginia
$282K +$328K +3,800 New
TAM
1206
Townsend Asset Management
North Carolina
$281K -$43.3K -501 -12%
LNWWM
1207
Laird Norton Wetherby Wealth Management
California
$281K -$25.6K -296 -7%
CG
1208
Caprock Group
Idaho
$281K +$25.5K +295 +8%
MCA
1209
MSH Capital Advisors
Arizona
$281K +$22.9K +265 +8%
NB
1210
Nicolet Bankshares
Wisconsin
$280K +$103K +1,190 +20%
SIM
1211
Stratos Investment Management
Ohio
$279K – – –
BWP
1212
Bernardo Wealth Planning
Pennsylvania
$278K +$63.8K +739 +25%
VAS
1213
Vestmark Advisory Solutions
Massachusetts
$277K -$1.47M -17,035 -82%
KP
1214
Keel Point
Alabama
$276K -$85.1K -985 -21%
CCA
1215
Clearwater Capital Advisors
Illinois
$274K +$86 +1 +0%
WFAG
1216
Worth Financial Advisory Group
North Carolina
$274K +$318K +3,688 New
GEA
1217
Glen Eagle Advisors
New Jersey
$272K +$605 +7 +0.2%
MSAM
1218
Moloney Securities Asset Management
Missouri
$272K +$43.5K +504 +16%
DWMG
1219
DB Wealth Management Group
California
$268K – – –
WAAG
1220
Wealth Alliance Advisory Group
Kansas
$267K -$13K -150 -4%
CPC
1221
Cookson Peirce & Co
Pennsylvania
$266K -$29.8K -345 -9%
FWM
1222
Fairhaven Wealth Management
Illinois
$266K +$518 +6 +0.2%
PA
1223
Profund Advisors
Maryland
$265K -$12.6K -146 -4%
CFM
1224
Coronation Fund Managers
South Africa
$264K +$307K +3,556 New
SAMT
1225
Select Asset Management & Trust
Pennsylvania
$263K – – –
47 48
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