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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1226
Avantax Planning Partners
Iowa
$378K -$51.6K -496 -12%
SFG
1227
StrategIQ Financial Group
Indiana
$378K +$208 +2 +0.1%
JCM
1228
Janney Capital Management
Pennsylvania
$377K -$104K -1,000 -22%
SIM
1229
Stratos Investment Management
Ohio
$377K – – –
MIM
1230
Merrion Investment Management
New Jersey
$375K – – –
SC
1231
Samjo Capital
New York
$375K +$364K +3,500 New
GFP
1232
Gryphon Financial Partners
Ohio
$374K -$30.1K -289 -8%
CWS
1233
Cypress Wealth Services
California
$374K +$104 +1 +0%
BBA
1234
BLB&B Advisors
Pennsylvania
$373K – – –
AA
1235
AlphaMark Advisors
Kentucky
$370K -$9.16K -88 -2%
IF
1236
IRON Financial
Illinois
$369K – – –
CCM
1237
Cullen Capital Management
New York
$368K +$358K +3,436 New
BHWM
1238
Bar Harbor Wealth Management
New Hampshire
$367K -$153K -1,472 -30%
SIC
1239
Sigma Investment Counselors
Michigan
$367K +$22.7K +218 +7%
MWM
1240
Mattern Wealth Management
Kansas
$367K +$38.3K +368 +12%
FM
1241
Family Management
New York
$366K +$72.7K +698 +26%
SHFA
1242
SC&H Financial Advisors
Maryland
$365K +$833 +8 +0.2%
TWA
1243
TCI Wealth Advisors
Arizona
$365K +$10K +96 +3%
KFGK
1244
Keystone Financial Group (Kentucky)
Kentucky
$361K -$5.1K -49 -1%
MFGM
1245
Marshall Financial Group (Maryland)
Maryland
$359K -$729 -7 -0.2%
AWM
1246
Act Wealth Management
Texas
$358K +$8.64K +83 +3%
LWCFA
1247
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K +$209K +2,003 +122%
WC
1248
Whitney & Co
New York
$358K +$68.3K +656 +24%
WB
1249
WesBanco Bank
West Virginia
$358K – – –
PNC
1250
Park National Corp
Ohio
$357K +$347K +3,335 New
48 49
50
51 52