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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
1251
Vestmark Advisory Solutions
Massachusetts
$732K +$428K +3,115 +175%
RIA
1252
Regal Investment Advisors
Michigan
$730K +$82K +597 +14%
KSB
1253
Kennebec Savings Bank
Maine
$729K +$669K +4,871 New
AWM
1254
Aprio Wealth Management
Georgia
$726K +$281K +2,042 +73%
VCAM
1255
Van Cleef Asset Management
Ohio
$725K -$137K -1,000 -17%
PCS
1256
Personal CFO Solutions
New Jersey
$721K +$25.3K +184 +4%
CPC
1257
Congress Park Capital
New York
$718K +$151K +1,100 +30%
OMC
1258
Old Mission Capital
Illinois
$718K +$659K +4,797 New
GAA
1259
Global Assets Advisory
Florida
$717K -$755K -5,497 -54%
VCP
1260
Verus Capital Partners
Arizona
$714K +$13.5K +98 +2%
TPWA
1261
TRUE Private Wealth Advisors
Oregon
$711K -$79K -575 -11%
CB
1262
CNB Bank
Pennsylvania
$710K +$647K +4,712 +14,279%
UWPG
1263
Ullmann Wealth Partners Group
Florida
$708K +$2.2K +16 +0.3%
BA
1264
Birinyi Associates
Connecticut
$708K +$824 +6 +0.1%
ABLA
1265
Alan B. Lancz & Associates
Ohio
$703K – – –
KA
1266
Kovack Advisors
Florida
$703K +$42K +306 +7%
MCCP
1267
Mission Creek Capital Partners
California
$703K +$20.7K +151 +3%
GAM
1268
Guinness Asset Management
United Kingdom
$703K +$15K +109 +2%
EM
1269
Excalibur Management
Massachusetts
$700K -$203K -1,475 -24%
WA
1270
WealthTrust Axiom
Pennsylvania
$700K +$137 +1 +0%
CA
1271
Continuum Advisory
Idaho
$699K +$7.28K +53 +1%
WFC
1272
Western Financial Corp
California
$699K +$31.5K +229 +5%
RCA
1273
Riverview Capital Advisers
Massachusetts
$698K -$3.44K -25 -0.5%
AR
1274
Advisory Research
Illinois
$698K – – –
WGC
1275
Watts Gwilliam & Co
Arizona
$698K +$21.8K +159 +4%
49 50
51
52 53