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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1201
Select Asset Management & Trust
Pennsylvania
$330K – – –
SCM
1202
Schnieders Capital Management
California
$329K -$86.4K -1,000 -22%
SFG
1203
StrategIQ Financial Group
Indiana
$328K -$112K -1,300 -27%
SIM
1204
Stratos Investment Management
Ohio
$327K -$20.7K -240 -6%
MIM
1205
Merrion Investment Management
New Jersey
$325K -$86.4K -1,000 -22%
CCI
1206
Credit Capital Investments
New Jersey
$325K +$302K +3,500 New
BWP
1207
Bernardo Wealth Planning
Pennsylvania
$324K -$23.9K -277 -7%
BBA
1208
BLB&B Advisors
Pennsylvania
$324K +$11.5K +133 +4%
TA
1209
TFB Advisors
Kansas
$324K +$301K +3,482 New
BWM
1210
Baystate Wealth Management
Massachusetts
$323K -$3.2K -37 -1%
RSWM
1211
Robertson Stephens Wealth Management
California
$322K +$299K +3,464 New
TPA
1212
Trivium Point Advisory
Connecticut
$321K +$1.38K +16 +0.5%
IF
1213
IRON Financial
Illinois
$320K – – –
KFGK
1214
Keystone Financial Group (Kentucky)
Kentucky
$318K +$296K +3,421 New
TCWA
1215
Ten Capital Wealth Advisors
Washington
$318K -$7.51K -87 -2%
SHFA
1216
SC&H Financial Advisors
Maryland
$316K +$864 +10 +0.3%
PFBT
1217
Parkside Financial Bank & Trust
Missouri
$316K +$3.02K +35 +1%
RWP
1218
RWA Wealth Partners
Massachusetts
$315K -$106K -1,226 -27%
MFGM
1219
Marshall Financial Group (Maryland)
Maryland
$313K -$1.81K -21 -0.6%
GEA
1220
Glen Eagle Advisors
New Jersey
$312K +$173 +2 +0.1%
WB
1221
WesBanco Bank
West Virginia
$310K -$758K -8,772 -72%
MBT
1222
Montecito Bank & Trust
California
$310K -$128K -1,482 -31%
VDI
1223
Vaughan David Investments
Illinois
$309K – – –
EWA
1224
Exencial Wealth Advisors
Oklahoma
$309K -$68.2K -789 -19%
TWA
1225
TCI Wealth Advisors
Arizona
$307K -$12.5K -145 -4%
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