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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1301
Advisory Alpha
Michigan
$696K +$60.3K +346 +9%
BIA
1302
Bigelow Investment Advisors
Maine
$694K +$45.8K +263 +7%
ANC
1303
Ames National Corp
Iowa
$690K +$697K +4,000 New
TWM
1304
Trueblood Wealth Management
Ohio
$687K – – –
TWA
1305
TCI Wealth Advisors
Arizona
$685K +$174 +1 +0%
VA
1306
Valmark Advisers
Ohio
$685K +$2.27K +13 +0.3%
FCP
1307
Fidelis Capital Partners
Florida
$685K +$274K +1,571 +66%
ZIM
1308
Zacks Investment Management
Illinois
$683K +$404K +2,316 +141%
CC
1309
Courier Capital
New York
$680K -$31.2K -179 -4%
CSPIA
1310
Cary Street Partners Investment Advisory
Virginia
$680K -$2.49M -14,298 -78%
KP
1311
Keel Point
Alabama
$679K +$54.4K +312 +9%
FPGK
1312
Financial Partners Group (Kansas)
Kansas
$677K +$22.8K +131 +3%
CCA
1313
Covey Capital Advisors
Georgia
$676K – – –
LWMM
1314
Legacy Wealth Management (Mississippi)
Mississippi
$675K -$235K -1,347 -26%
KAS
1315
KPP Advisory Services
Kentucky
$674K +$13.8K +79 +2%
BTI
1316
Blue Trust Inc
Georgia
$673K -$14.1K -81 -2%
AWM
1317
Activest Wealth Management
Florida
$672K -$3.31K -19 -0.5%
FM
1318
Family Management
New York
$671K – – –
BW
1319
Bison Wealth
Georgia
$670K -$9.41K -54 -1%
PCH
1320
PGIM Custom Harvest
New Jersey
$668K -$548K -3,143 -45%
GGI
1321
Godsey & Gibb Inc
Virginia
$668K – – –
GCP
1322
GSA Capital Partners
United Kingdom
$667K +$674K +3,868 New
AL
1323
Aspiriant LLC
California
$666K +$247K +1,420 +58%
PCTC
1324
Perkins Coie Trust Company
Washington
$663K -$149K -854 -18%
FFA
1325
Fragasso Financial Advisors
Pennsylvania
$661K +$61.5K +353 +10%
51 52
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