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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1276
LRT Capital Management
Texas
$629K +$730K +4,497 New
BCWM
1277
Bartlett & Co Wealth Management
Ohio
$626K -$52.9K -326 -7%
PFBT
1278
Parkside Financial Bank & Trust
Missouri
$626K -$88.1K -543 -11%
SBFM
1279
S-Bank Fund Management
Finland
$625K +$725K +4,469 New
KNW
1280
Kesler Norman & Wride
Utah
$624K +$443K +2,732 +158%
GP
1281
Gridiron Partners
Pennsylvania
$623K -$80.2K -494 -10%
WFC
1282
Western Financial Corp
California
$621K +$135K +829 +23%
SW
1283
SlateStone Wealth
Florida
$620K +$16.2K +100 +2%
CWM
1284
Chemistry Wealth Management
New York
$619K +$812 +5 +0.1%
HWA
1285
HCR Wealth Advisors
California
$619K +$234K +1,443 +48%
NFG
1286
Nadler Financial Group
Illinois
$618K +$3.08K +19 +0.4%
KFP
1287
KMG Fiduciary Partners
Ohio
$618K -$649 -4 -0.1%
WA1
1288
Wimmer Associates 1
California
$616K -$24K -148 -3%
AAS
1289
Annex Advisory Services
Wisconsin
$615K -$173K -1,063 -19%
AA
1290
Advisory Alpha
Michigan
$615K +$58.8K +362 +9%
KA
1291
Kovack Advisors
Florida
$614K +$16.9K +104 +2%
AG
1292
AmeriFlex Group
Nevada
$613K -$34.7K -214 -5%
GCA
1293
Gradient Capital Advisors
California
$613K – – –
CJL
1294
Cyrus J. Lawrence
New York
$601K -$15.8M -97,615 -96%
SC
1295
Sapient Capital
Indiana
$601K -$13.1K -81 -2%
RIA
1296
Regal Investment Advisors
Michigan
$599K +$293K +1,805 +73%
BTI
1297
Blue Trust Inc
Georgia
$597K +$59.9K +369 +9%
UAG
1298
United Advisor Group
Ohio
$597K -$2.11K -13 -0.3%
AAG
1299
Armstrong Advisory Group
Massachusetts
$594K – – –
VWM
1300
Venturi Wealth Management
Texas
$593K +$25K +154 +4%
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