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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1201
Gradient Capital Advisors
California
$555K – – –
NAMNJ
1202
NorthStar Asset Management (New Jersey)
New Jersey
$555K -$63.3K -514 -10%
AF
1203
Alerus Financial
North Dakota
$554K – – –
AIA
1204
Angeles Investment Advisors
California
$553K -$43.7K -355 -7%
KFP
1205
KMG Fiduciary Partners
Ohio
$548K – – –
AC
1206
Avory & Company
Florida
$546K +$861 +7 +0.2%
HWA
1207
HCR Wealth Advisors
California
$545K +$58.7K +477 +12%
WCA
1208
Westover Capital Advisors
Delaware
$544K +$540K +4,391 New
WA1
1209
Wimmer Associates 1
California
$538K – – –
MAG
1210
Mayfair Advisory Group
Alabama
$537K – – –
PWMAG
1211
Pinnacle Wealth Management Advisory Group
New Jersey
$535K +$91.7K +745 +21%
TW
1212
Trajan Wealth
Arizona
$534K -$40.1K -326 -7%
WAM
1213
WNY Asset Management
New York
$533K -$97.8K -795 -16%
CWM
1214
Chemistry Wealth Management
New York
$531K +$3.69K +30 +0.7%
FHB
1215
First Hawaiian Bank
Hawaii
$529K -$316K -2,568 -38%
CCA
1216
Cora Capital Advisors
New Jersey
$528K -$3.08K -25 -0.6%
CG
1217
Caprock Group
Idaho
$527K -$130K -1,059 -20%
FPGK
1218
Financial Partners Group (Kansas)
Kansas
$525K -$81.2K -660 -13%
SIA
1219
Soltis Investment Advisors
Utah
$524K +$1.48K +12 +0.3%
CRC
1220
Curi RMB Capital
Illinois
$523K -$472K -3,837 -48%
FAT
1221
First American Trust
California
$523K +$21.7K +176 +4%
BCM
1222
Bienville Capital Management
New York
$520K – – –
OA
1223
Operose Advisors
Wisconsin
$520K +$1.97K +16 +0.4%
MIS
1224
Morningstar Investment Services
Illinois
$516K +$50.7K +412 +11%
PPWM
1225
Paragon Private Wealth Management
Kentucky
$516K -$13.8K -112 -3%
47 48
49
50 51