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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
1276
First Hawaiian Bank
Hawaii
$736K -$1.74K -10 -0.2%
WAM
1277
WNY Asset Management
New York
$735K +$174 +1 +0%
CFS
1278
Coordinated Financial Services
Colorado
$735K +$743K +4,264 New
SAG
1279
SageView Advisory Group
California
$733K +$31K +178 +4%
WFG
1280
Wills Financial Group
Virginia
$729K +$237K +1,361 +47%
BWP
1281
Balboa Wealth Partners
Arizona
$726K +$123K +706 +20%
BCM
1282
Bienville Capital Management
New York
$725K – – –
RCG
1283
Regatta Capital Group
California
$724K +$27.9K +160 +4%
SFG
1284
Shum Financial Group
California
$716K -$16.9K -97 -2%
CRI
1285
Colonial River Investments
Virginia
$716K +$32.8K +188 +5%
LSA
1286
L & S Advisors
California
$716K +$723K +4,150 New
GSIAS
1287
Garden State Investment Advisory Services
New Jersey
$712K +$37.5K +215 +6%
LCM
1288
Logan Capital Management
Pennsylvania
$711K – – –
SIM
1289
Stratos Investment Management
Ohio
$711K -$40.8K -234 -5%
ATS
1290
Ashton Thomas Securities
New York
$711K +$23.3K +134 +3%
FLPIM
1291
F.L. Putnam Investment Management
Massachusetts
$711K +$56.6K +325 +9%
MNBTD
1292
Moody National Bank Trust Division
Texas
$710K – – –
OHWA
1293
Oak Hill Wealth Advisors
Virginia
$709K +$716K +4,112 New
BSHC
1294
Breed's Hill Capital
Massachusetts
$708K +$448K +2,571 +168%
VWM
1295
Venturi Wealth Management
Texas
$705K +$216K +1,237 +43%
TW
1296
Trajan Wealth
Arizona
$705K -$31.4K -180 -4%
CRC
1297
Curi RMB Capital
Illinois
$700K -$1.57K -9 -0.2%
PCM
1298
Presidio Capital Management
California
$700K -$42.9K -246 -6%
GAA
1299
Global Assets Advisory
Florida
$697K +$13.1K +75 +2%
CA
1300
Cornerstone Advisory
Maryland
$697K +$83.8K +481 +13%
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