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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
1326
McElhenny Sheffield Capital Management
Texas
$539K +$13.5K +104 +2%
BA
1327
Birinyi Associates
Connecticut
$538K +$2.21K +17 +0.4%
MCA
1328
MSH Capital Advisors
Arizona
$537K -$401K -3,080 -40%
AR
1329
Advisory Research
Illinois
$537K – – –
MP
1330
McDonald Partners
Ohio
$536K -$124K -950 -17%
LS
1331
Livforsakringsbolaget Skandia
Sweden
$536K – – –
RCG
1332
Regatta Capital Group
California
$536K +$32.9K +253 +6%
CMTU
1333
Capital Markets Trading (UK)
United Kingdom
$530K +$600K +4,611 New
TPWA
1334
TRUE Private Wealth Advisors
Oregon
$530K -$11.6K -89 -2%
CW
1335
Channel Wealth
California
$524K +$264K +2,030 +80%
ACP
1336
Argyle Capital Partners
California
$524K +$593K +4,560 New
OFS
1337
OneAscent Financial Services
Alabama
$520K +$86.6K +666 +17%
T
1338
Tableaux
Massachusetts
$517K +$395K +3,033 +207%
WF
1339
WoodTrust Financial
Wisconsin
$517K -$891K -6,850 -60%
RC
1340
Roundview Capital
New Jersey
$513K +$203K +1,562 +54%
GP
1341
Gridiron Partners
Pennsylvania
$512K – – –
SLWA
1342
San Luis Wealth Advisors
California
$511K -$651K -5,007 -53%
MYAM
1343
Meiji Yasuda Asset Management
Japan
$510K +$161K +1,238 +39%
GGS
1344
Galvin Gaustad & Stein
Arizona
$509K -$10.9M -83,952 -95%
DI
1345
Disciplined Investors
Texas
$508K +$142K +1,090 +33%
CCA
1346
Checchi Capital Advisers
California
$508K +$85.9K +660 +18%
HAG
1347
HighPoint Advisor Group
Illinois
$508K -$1.67M -12,845 -74%
TCBWMS
1348
Texas Capital Bank Wealth Management Services
Texas
$508K -$16.1K -124 -3%
RFN
1349
Redwood Financial Network
Ohio
$507K +$64.9K +499 +13%
MAG
1350
Mayfair Advisory Group
Alabama
$505K +$29.3K +225 +5%
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