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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1301
Conning Inc
Connecticut
$430K +$102K +826 +31%
AAIM
1302
American Assets Investment Management
California
$428K – – –
BC
1303
Burney Company
Virginia
$427K -$58.9K -479 -12%
SIC
1304
Sigma Investment Counselors
Michigan
$424K – – –
WPP
1305
Whalerock Point Partners
Rhode Island
$424K – – –
PWM
1306
Palumbo Wealth Management
New York
$424K -$492 -4 -0.1%
RBC
1307
Romano Brothers & Co
Illinois
$423K +$164K +1,333 +64%
RCYC
1308
Richard C. Young & Co
Rhode Island
$421K +$419K +3,404 New
RIA
1309
Regal Investment Advisors
Michigan
$420K +$31K +252 +8%
LFG
1310
Larson Financial Group
Missouri
$420K +$65.5K +532 +19%
GJIA
1311
Glass Jacobson Investment Advisors
Maryland
$420K +$1.72K +14 +0.4%
APP
1312
Avantax Planning Partners
Iowa
$420K -$9.23K -75 -2%
MWM
1313
Mosley Wealth Management
California
$419K -$19.1K -155 -4%
FHA
1314
First Horizon Advisors
Tennessee
$419K +$34.7K +282 +9%
WP
1315
Westmount Partners
California
$417K +$12.1K +98 +3%
MFGM
1316
Marshall Financial Group (Maryland)
Maryland
$415K -$369 -3 -0.1%
FFA
1317
Fragasso Financial Advisors
Pennsylvania
$414K +$11K +89 +3%
JCM
1318
Janney Capital Management
Pennsylvania
$413K – – –
FWCM
1319
Ferguson Wellman Capital Management
Oregon
$413K -$122K -988 -23%
FFG
1320
Fiduciary Financial Group
California
$410K +$369K +2,995 New
IA
1321
IFG Advisory
Georgia
$408K +$406K +3,297 New
MC
1322
Marest Capital
California
$407K +$2.83K +23 +0.7%
PCA
1323
Pallas Capital Advisors
Massachusetts
$406K -$22.6K -184 -6%
RAM
1324
Ramirez Asset Management
New York
$404K – – –
PFGIA
1325
Patriot Financial Group Insurance Agency
Massachusetts
$402K +$3.69K +30 +0.9%
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