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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
1251
Godsey & Gibb Inc
Virginia
$480K -$117K -953 -20%
RRA
1252
Round Rock Advisors
Connecticut
$479K +$19.4K +158 +4%
GAM
1253
Guinness Asset Management
United Kingdom
$478K -$39.7K -323 -8%
WWMSC
1254
Wagner Wealth Management (South Carolina)
South Carolina
$478K -$14.9K -121 -3%
FLPIM
1255
F.L. Putnam Investment Management
Massachusetts
$476K +$25.2K +205 +6%
TAM
1256
Townsend Asset Management
North Carolina
$472K +$369 +3 +0.1%
WWM
1257
Whalen Wealth Management
Nevada
$472K -$194K -1,575 -29%
FFO
1258
Fiduciary Family Office
Florida
$472K -$16.2K -132 -3%
CA
1259
Commerzbank Aktiengesellschaft
Germany
$471K +$25K +203 +6%
OBWG
1260
Onyx Bridge Wealth Group
New York
$471K -$6.03K -49 -1%
SFG
1261
Sovereign Financial Group
Connecticut
$471K -$492 -4 -0.1%
KBFS
1262
Kohmann Bosshard Financial Services
Ohio
$470K – – –
EBT
1263
Enterprise Bank & Trust
Massachusetts
$468K +$16.9K +137 +4%
KP
1264
Keel Point
Alabama
$467K +$37.2K +302 +9%
MCM
1265
Manchester Capital Management
Vermont
$466K -$77K -626 -14%
PFA
1266
Plotkin Financial Advisors
Maryland
$465K – – –
BWP
1267
Balboa Wealth Partners
Arizona
$465K +$139K +1,133 +43%
VA
1268
Valmark Advisers
Ohio
$465K +$3.57K +29 +0.8%
LAS
1269
LWM Advisory Services
Florida
$461K -$5.78K -47 -1%
CA
1270
Cornerstone Advisory
Maryland
$461K -$117K -952 -20%
SW
1271
SlateStone Wealth
Florida
$459K -$8.61K -70 -2%
RFN
1272
Redwood Financial Network
Ohio
$456K -$2.95K -24 -0.6%
OAM
1273
Oxford Asset Management
United Kingdom
$455K +$452K +3,672 New
RSWM
1274
Robertson Stephens Wealth Management
California
$453K -$26.2K -213 -6%
EGA
1275
Eagle Global Advisors
Texas
$451K +$615 +5 +0.1%
49 50
51
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