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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1326
Gridiron Partners
Pennsylvania
$687K – – –
FPGK
1327
Financial Partners Group (Kansas)
Kansas
$686K +$51.2K +337 +8%
FAT
1328
First American Trust
California
$685K – – –
GFP
1329
Gryphon Financial Partners
Ohio
$682K +$248K +1,633 +58%
CC
1330
Courier Capital
New York
$682K -$24.9K -164 -4%
RCG
1331
Regatta Capital Group
California
$679K -$7.6K -50 -1%
FWCM
1332
Ferguson Wellman Capital Management
Oregon
$678K -$4.41K -29 -0.7%
CC
1333
Centiva Capital
New York
$677K +$668K +4,395 New
TWPM
1334
Total Wealth Planning & Management
Florida
$677K +$668K +4,395 New
GCA
1335
Gradient Capital Advisors
California
$677K – – –
PIA
1336
Perennial Investment Advisors
California
$676K +$11.2K +74 +2%
NS
1337
NBC Securities
Alabama
$674K +$16K +105 +2%
IA
1338
IFG Advisory
Georgia
$672K +$333K +2,191 +101%
PCM
1339
Polymer Capital Management
New York
$672K +$663K +4,360 New
HWA
1340
HHM Wealth Advisors
Tennessee
$671K – – –
RCA
1341
Riverview Capital Advisers
Massachusetts
$671K -$3.04K -20 -0.5%
LCM
1342
Logan Capital Management
Pennsylvania
$671K – – –
KBFS
1343
Kohmann Bosshard Financial Services
Ohio
$669K – – –
PCA
1344
Pallas Capital Advisors
Massachusetts
$668K -$355K -2,339 -35%
JWA
1345
JFS Wealth Advisors
Pennsylvania
$666K +$18.8K +124 +3%
PCS
1346
Personal CFO Solutions
New Jersey
$666K -$8.51K -56 -1%
HSA
1347
HBK Sorce Advisory
Pennsylvania
$663K -$30.7K -202 -4%
GAA
1348
Global Assets Advisory
Florida
$663K -$249K -1,637 -28%
LA
1349
LVW Advisors
New York
$662K +$17.8K +117 +3%
MAG
1350
Mayfair Advisory Group
Alabama
$662K +$7.6K +50 +1%
52 53
54
55 56