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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1301
Baystate Wealth Management
Massachusetts
$234K -$80.5K -831 -23%
CWM
1302
C2C Wealth Management
Arizona
$234K – – –
SC
1303
Searle & Co
Connecticut
$234K – – –
LB
1304
Legacy Bridge
Iowa
$232K – – –
UBV
1305
United Bank (Virginia)
Virginia
$231K -$3.87K -40 -1%
DWM
1306
Doyle Wealth Management
Florida
$231K +$36.2K +374 +16%
CAAS
1307
Capital Asset Advisory Services
Michigan
$230K -$12.1K -125 -4%
CWM
1308
Concentric Wealth Management
California
$229K – – –
PIA
1309
Perennial Investment Advisors
California
$229K +$39.7K +410 +18%
CAN
1310
Claraphi Advisory Network
United States
$228K -$834K -8,616 -76%
SGA
1311
Seaport Global Advisors
Massachusetts
$227K -$3.58K -37 -1%
TL
1312
Tradewinds LLC
North Carolina
$227K – – –
BPCE
1313
Bank Pictet & Cie (Europe)
Germany
$226K – – –
WC
1314
Whitney & Co
New York
$225K – – –
IAG
1315
Investmark Advisory Group
Connecticut
$224K +$20.5K +212 +9%
ET
1316
Equitable Trust
Tennessee
$223K – – –
GM
1317
Granger Management
New York
$222K -$1.64M -16,980 -86%
EWM
1318
Executive Wealth Management
Michigan
$222K -$235K -2,429 -92%
BFG
1319
Baron Financial Group
New Jersey
$222K – – –
BBA
1320
BLB&B Advisors
Pennsylvania
$221K – – –
CL
1321
Choreo LLC
Illinois
$221K +$2.62K +27 +1%
ORI
1322
Oak Ridge Investments
Illinois
$220K +$254K +2,623 New
GFP
1323
Gryphon Financial Partners
Ohio
$220K +$255K +2,635 New
CPA
1324
Capital Performance Advisors
California
$218K – – –
UFA
1325
US Financial Advisors
Massachusetts
$218K +$1.45K +15 +0.6%
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