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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1301
Broyhill Asset Management
North Carolina
$570K – – –
HSA
1302
HBK Sorce Advisory
Pennsylvania
$570K -$66.4K -510 -10%
ST
1303
Smithfield Trust
Pennsylvania
$569K -$28.8K -221 -4%
GCM
1304
Gunpowder Capital Management
Maryland
$568K – – –
LCG
1305
Lakeshore Capital Group
Illinois
$568K +$15.6K +120 +2%
GCM
1306
Gables Capital Management
Florida
$568K -$29.3K -225 -4%
AFM
1307
Aspetuck Financial Management
Connecticut
$564K +$1.3K +10 +0.2%
NWWA
1308
New Wave Wealth Advisors
Arkansas
$561K +$328K +2,520 +107%
CSIC
1309
Clifford Swan Investment Counsel
California
$560K – – –
LAM
1310
LOM Asset Management
$558K -$5.2K -40 -0.8%
HWM
1311
Heirloom Wealth Management
Colorado
$558K -$208K -1,596 -25%
VCAM
1312
Van Cleef Asset Management
Ohio
$558K – – –
ACA
1313
Aptus Capital Advisors
Alabama
$557K -$654K -5,024 -51%
DMBA
1314
Deseret Mutual Benefit Administrators
Utah
$556K +$362K +2,784 +136%
WA
1315
WealthTrust Axiom
Pennsylvania
$554K -$12.8K -98 -2%
FCA
1316
Fortis Capital Advisors
Kansas
$554K +$407K +3,128 +185%
UWPG
1317
Ullmann Wealth Partners Group
Florida
$553K -$5.72K -44 -0.9%
MSFP
1318
Mark Sheptoff Financial Planning
Connecticut
$552K -$13K -100 -2%
DQRIM
1319
Dale Q Rice Investment Management
Washington
$550K – – –
WIA
1320
Wealthedge Investment Advisors
New York
$550K +$623K +4,785 New
AT
1321
Adelphi Trust
Florida
$549K +$134K +1,028 +27%
GSIAS
1322
Garden State Investment Advisory Services
New Jersey
$548K +$30.1K +231 +5%
OFG
1323
Oxford Financial Group
Indiana
$544K -$17.6K -135 -3%
OWA
1324
Octavia Wealth Advisors
Ohio
$543K -$14.6K -112 -2%
GJWM
1325
Gilliland Jeter Wealth Management
Arkansas
$542K -$69.6K -535 -10%
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