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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
1226
Autumn Glory Partners
Texas
$603K +$110K +795 +25%
CCA
1227
Covey Capital Advisors
Georgia
$600K – – –
SEIA
1228
Signature Estate & Investment Advisors
California
$600K +$104K +748 +24%
AWM
1229
Activest Wealth Management
Florida
$600K +$2.91K +21 +0.5%
GSIAS
1230
Garden State Investment Advisory Services
New Jersey
$599K +$55.1K +397 +11%
GAA
1231
Global Assets Advisory
Florida
$598K +$546K +3,938 New
FM
1232
Family Management
New York
$596K – – –
AC
1233
Avory & Company
Florida
$596K -$71.3K -514 -12%
BB
1234
Busey Bank
Illinois
$596K -$260K -1,875 -33%
GGI
1235
Godsey & Gibb Inc
Virginia
$593K – – –
RRA
1236
Round Rock Advisors
Connecticut
$593K – – –
FFA
1237
First Foundation Advisors
California
$590K -$149K -1,075 -22%
CA
1238
Crewe Advisors
Utah
$587K -$15.1K -109 -3%
KAS
1239
KPP Advisory Services
Kentucky
$586K -$20.8K -150 -4%
TAM
1240
Townsend Asset Management
North Carolina
$585K +$555 +4 +0.1%
CCWM
1241
Cassaday & Co Wealth Management
Virginia
$583K -$11K -79 -2%
FFO
1242
Fiduciary Family Office
Florida
$583K – – –
SFG
1243
Sovereign Financial Group
Connecticut
$582K – – –
KBFS
1244
Kohmann Bosshard Financial Services
Ohio
$582K – – –
OBWG
1245
Onyx Bridge Wealth Group
New York
$582K -$555 -4 -0.1%
FLPIM
1246
F.L. Putnam Investment Management
Massachusetts
$581K -$6.52K -47 -1%
FPGK
1247
Financial Partners Group (Kansas)
Kansas
$581K -$61.5K -443 -10%
LTI
1248
Laffer Tengler Investments
Tennessee
$579K +$25K +180 +5%
MSAM
1249
Moloney Securities Asset Management
Missouri
$579K -$42.2K -304 -7%
PFBT
1250
Parkside Financial Bank & Trust
Missouri
$577K -$21.1K -152 -4%
48 49
50
51 52