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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1251
Sterneck Capital Management
Missouri
$252K -$9.07K -105 -3%
CC
1252
Courier Capital
New York
$252K – – –
WT
1253
Washington Trust
Rhode Island
$252K – – –
MFGM
1254
Marshall Financial Group (Maryland)
Maryland
$252K +$2.42K +28 +0.8%
BCM
1255
BTC Capital Management
Iowa
$249K +$290K +3,355 New
TC
1256
Titleist Capital
Texas
$248K -$7K -81 -2%
JAG
1257
Journey Advisory Group
Kentucky
$247K – – –
OBWG
1258
Onyx Bridge Wealth Group
New York
$247K +$11.5K +133 +4%
VDI
1259
Vaughan David Investments
Illinois
$247K -$51.1K -592 -15%
GC
1260
Gruss & Co
Florida
$245K -$25.9K -300 -8%
SW
1261
SlateStone Wealth
Florida
$245K – – –
SWA
1262
SOA Wealth Advisors
New York
$242K +$345 +4 +0.1%
AC
1263
ASB Consultores
Florida
$241K -$6.82K -79 -2%
CWM
1264
Chesapeake Wealth Management
Virginia
$241K -$244K -2,827 -47%
SIC
1265
Sigma Investment Counselors
Michigan
$238K – – –
BL
1266
Balentine LLC
Georgia
$238K -$324K -3,755 -54%
ACA
1267
Atlas Capital Advisors
Wyoming
$237K -$60.5K -700 -18%
AWA
1268
Alaska Wealth Advisors
Alaska
$237K – – –
MA
1269
MJP Associates
Connecticut
$237K +$7.69K +89 +3%
FCA
1270
Fortis Capital Advisors
Kansas
$236K +$275K +3,186 New
TWA
1271
TCI Wealth Advisors
Arizona
$236K -$6.48K -75 -2%
SBL
1272
Sargent Bickham Lagudis
Colorado
$236K -$140K -1,617 -34%
WW
1273
Westshore Wealth
California
$235K – – –
TTWM
1274
TCV Trust & Wealth Management
Virginia
$235K – – –
HA
1275
Hofer & Associates
California
$235K – – –
49 50
51
52 53