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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1201
BluePath Capital Management
Georgia
$927K +$173K +1,009 +23%
MFG
1202
Mosaic Financial Group
Illinois
$926K +$1.37K +8 +0.1%
WP
1203
Westmount Partners
California
$925K +$9.94K +58 +1%
SIC
1204
Salem Investment Counselors
North Carolina
$924K +$61.2K +357 +7%
CB
1205
CNB Bank
Pennsylvania
$924K +$114K +663 +14%
IA
1206
IFP Advisors
Florida
$923K -$313K -1,828 -25%
JF
1207
Jump Financial
Illinois
$920K -$250K -1,462 -21%
MDA
1208
Minot DeBlois Advisors
Massachusetts
$919K -$28.8K -168 -3%
VWA
1209
Visionary Wealth Advisors
Illinois
$917K +$38.7K +226 +4%
FF
1210
Friedenthal Financial
New Jersey
$915K +$917K +5,353 New
MBT
1211
Montecito Bank & Trust
California
$914K +$917K +5,351 New
NG
1212
Norden Group
Utah
$910K +$40.3K +235 +5%
ACM
1213
Avalon Capital Management
California
$909K – – –
IAA
1214
Ironsides Asset Advisors
North Carolina
$906K – – –
GCM
1215
Gables Capital Management
Florida
$904K +$6K +35 +0.7%
RBC
1216
Roble Belko & Company
Pennsylvania
$903K -$30.5K -178 -3%
GJWM
1217
Gilliland Jeter Wealth Management
Arkansas
$902K -$5.48K -32 -0.6%
QFW
1218
QTR Family Wealth
Florida
$898K +$169K +987 +23%
BAM
1219
Broyhill Asset Management
North Carolina
$898K – – –
QCIG
1220
Quad-Cities Investment Group
Iowa
$897K – – –
MP
1221
McDonald Partners
Ohio
$893K -$12.5K -73 -1%
RIA
1222
Regal Investment Advisors
Michigan
$889K +$55.2K +322 +7%
1IA
1223
1620 Investment Advisors
Massachusetts
$889K -$6.34K -37 -0.7%
CIG
1224
Cullen Investment Group
Louisiana
$886K -$103K -603 -10%
WA
1225
WealthTrust Axiom
Pennsylvania
$886K +$86K +502 +11%
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