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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1201
Broyhill Asset Management
North Carolina
$735K -$8.12K -50 -0.9%
GCM
1202
Gables Capital Management
Florida
$735K – – –
QCIG
1203
Quad-Cities Investment Group
Iowa
$734K -$16.2K -100 -2%
RBC
1204
Roble Belko & Company
Pennsylvania
$731K – – –
LSA
1205
L & S Advisors
California
$730K +$175K +1,076 +26%
CAG
1206
Csenge Advisory Group
Florida
$730K -$8.12K -50 -0.9%
SEP
1207
Southland Equity Partners
Missouri
$729K -$325 -2 -0%
FC
1208
Forte Capital
New York
$726K – – –
AWM
1209
Ameliora Wealth Management
Switzerland
$725K +$36.7K +226 +5%
ST
1210
Smithfield Trust
Pennsylvania
$724K -$4.06K -25 -0.5%
MSFP
1211
Mark Sheptoff Financial Planning
Connecticut
$720K – – –
LAM
1212
Lewis Asset Management
California
$718K +$23.7K +146 +3%
SIC
1213
Salem Investment Counselors
North Carolina
$717K +$16.9K +104 +2%
MC
1214
Marest Capital
California
$716K +$290K +1,785 +54%
SFG
1215
Seamount Financial Group
Colorado
$715K -$12.2K -75 -1%
O3W
1216
Omni 360 Wealth
New Jersey
$714K -$96.6K -595 -10%
WFG
1217
Wills Financial Group
Virginia
$711K +$139K +859 +20%
CCA
1218
Checchi Capital Advisers
California
$711K +$63.8K +393 +8%
SIC
1219
Samalin Investment Counsel
New York
$711K -$27.6K -170 -3%
1IA
1220
1620 Investment Advisors
Massachusetts
$708K +$10.1K +62 +1%
WH
1221
Willner & Heller
California
$706K +$6.98K +43 +0.9%
NG
1222
Norden Group
Utah
$704K -$40.7K -251 -5%
KA
1223
Kozak & Associates
Colorado
$703K +$7.47K +46 +0.9%
LA
1224
LexAurum Advisors
Kansas
$702K -$7.14K -44 -0.9%
AUB
1225
Atlantic Union Bankshares
Virginia
$701K +$22.7K +140 +3%
47 48
49
50 51