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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1226
Smithfield Trust
Pennsylvania
$882K – – –
AMCA
1227
Arthur M. Cohen & Associates
Illinois
$881K -$18.8K -110 -2%
LS
1228
Livforsakringsbolaget Skandia
Sweden
$881K -$34.3K -200 -4%
AWM
1229
Aprio Wealth Management
Georgia
$881K +$51.1K +298 +6%
SIC
1230
Samalin Investment Counsel
New York
$880K +$7.88K +46 +0.9%
ANBT
1231
American National Bank & Trust
Texas
$880K -$576K -3,360 -39%
V
1232
ViaWealth
Kansas
$876K +$21.2K +124 +2%
JSW
1233
Journey Strategic Wealth
New Jersey
$876K +$9.77K +57 +1%
BS
1234
Banco Santander
Spain
$876K -$600K -3,500 -41%
SF
1235
Symphony Financial
Texas
$875K +$577K +3,365 +187%
TCM
1236
Thoma Capital Management
Maryland
$873K +$18.8K +110 +2%
O3W
1237
Omni 360 Wealth
New Jersey
$873K – – –
HSA
1238
HBK Sorce Advisory
Pennsylvania
$871K -$4.97K -29 -0.5%
WH
1239
Willner & Heller
California
$868K -$1.03K -6 -0.1%
SIAG
1240
Signet Investment Advisory Group
Rhode Island
$867K +$869K +5,074 New
HCM
1241
Howard Capital Management
Georgia
$866K +$26K +152 +3%
SEP
1242
Southland Equity Partners
Missouri
$865K -$9.08K -53 -1%
SM
1243
Sweeney & Michel
California
$863K -$138K -803 -13%
SBFM
1244
S-Bank Fund Management
Finland
$860K -$11.3K -66 -1%
SSWM
1245
Sheets Smith Wealth Management
North Carolina
$858K -$385K -2,250 -31%
KSB
1246
Kennebec Savings Bank
Maine
$858K +$25.9K +151 +3%
GSIAS
1247
Garden State Investment Advisory Services
New Jersey
$851K +$80.5K +470 +10%
BHWM
1248
Bar Harbor Wealth Management
New Hampshire
$850K -$49K -286 -5%
CSIC
1249
Clifford Swan Investment Counsel
California
$849K -$7.03K -41 -0.8%
CWM
1250
Chemistry Wealth Management
New York
$849K +$66.5K +388 +8%
48 49
50
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