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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1301
Marshall Financial Group (Maryland)
Maryland
$512K -$1.25K -9 -0.3%
FWCM
1302
Ferguson Wellman Capital Management
Oregon
$511K +$277 +2 +0.1%
JCM
1303
Janney Capital Management
Pennsylvania
$511K – – –
JWBC
1304
J.W. Burns & Co
New York
$509K -$277K -2,000 -38%
CFG
1305
Copley Financial Group
California
$509K +$461K +3,325 New
LAS
1306
LWM Advisory Services
Florida
$506K -$58.1K -419 -11%
MC
1307
Marest Capital
California
$506K +$2.91K +21 +0.6%
VC
1308
Veracity Capital
Georgia
$505K +$18K +130 +4%
QIM
1309
Quest Investment Management
Oregon
$502K +$455K +3,279 New
FMLI
1310
Fukoku Mutual Life Insurance
Japan
$502K -$82.8K -597 -15%
RAM
1311
Ramirez Asset Management
New York
$500K – – –
SW
1312
SVB Wealth
Massachusetts
$499K -$20.3M -146,037 -98%
ISL
1313
Ingalls & Snyder LLC
New York
$498K +$99.7K +719 +28%
GEA
1314
Glen Eagle Advisors
New Jersey
$498K +$8.19K +59 +2%
MA
1315
MKT Advisors
California
$498K – – –
SLG
1316
Stanley-Laman Group
Pennsylvania
$496K – – –
DWT
1317
Dorsey & Whitney Trust
South Dakota
$494K +$95.4K +688 +27%
BTI
1318
Blue Trust Inc
Georgia
$493K -$274K -1,973 -33%
WP
1319
WMS Partners
Maryland
$493K +$141K +1,017 +46%
PCA
1320
Pallas Capital Advisors
Massachusetts
$491K -$11.7K -84 -3%
BP
1321
BBR Partners
New York
$490K – – –
BBA
1322
BLB&B Advisors
Pennsylvania
$490K -$4.86K -35 -1%
LA
1323
LVW Advisors
New York
$487K +$54.8K +395 +14%
MAP
1324
Moody Aldrich Partners
Massachusetts
$483K -$57K -411 -12%
WB
1325
WesBanco Bank
West Virginia
$483K -$9.16K -66 -2%
51 52
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