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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
1201
F.L. Putnam Investment Management
Massachusetts
$519K -$292K -2,700 -41%
BC
1202
Burney Company
Virginia
$517K – – –
CCA
1203
Covey Capital Advisors
Georgia
$513K – – –
IDBONY
1204
Israel Discount Bank of New York
New York
$513K -$127K -1,175 -23%
SFWA
1205
Summit Financial Wealth Advisors
Louisiana
$512K – – –
AFPL
1206
Advus Financial Partners, LLC
Florida
$511K -$21.7K -201 -5%
FMLI
1207
Fukoku Mutual Life Insurance
Japan
$507K -$33K -305 -7%
ALAM
1208
Asahi Life Asset Management
Japan
$505K -$51.4K -475 -11%
WWMSC
1209
Wagner Wealth Management (South Carolina)
South Carolina
$503K +$5.63K +52 +1%
PIA
1210
Perennial Investment Advisors
California
$503K +$68.4K +632 +20%
TAM
1211
Townsend Asset Management
North Carolina
$499K +$433 +4 +0.1%
VA
1212
Valmark Advisers
Ohio
$498K -$18.5K -171 -4%
SFG
1213
Sovereign Financial Group
Connecticut
$498K -$40.2K -372 -9%
KBFS
1214
Kohmann Bosshard Financial Services
Ohio
$497K – – –
RFN
1215
Redwood Financial Network
Ohio
$494K – – –
PFBT
1216
Parkside Financial Bank & Trust
Missouri
$494K +$24.5K +226 +6%
PFA
1217
Plotkin Financial Advisors
Maryland
$492K -$119K -1,100 -23%
FPCP
1218
Fort Point Capital Partners
California
$490K -$2.71K -25 -0.7%
MAG
1219
M3 Advisory Group
Massachusetts
$488K +$403K +3,729 New
MWM
1220
Mattern Wealth Management
Kansas
$488K +$32.5K +300 +9%
SIM
1221
Sentry Investment Management
Wisconsin
$487K -$43.3K -400 -10%
ODG
1222
O'Dell Group
Ohio
$486K -$113K -1,040 -22%
SW
1223
SlateStone Wealth
Florida
$486K – – –
MAG
1224
Mayfair Advisory Group
Alabama
$484K +$10.8K +100 +3%
CFGS
1225
Concourse Financial Group Securities
Alabama
$484K -$35.2K -325 -8%
47 48
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