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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1351
Highland Private Wealth Management
Washington
$282K +$291K +2,184 New
HCA
1352
Harbour Capital Advisors
Virginia
$281K – – –
MFG
1353
MidWestOne Financial Group
Iowa
$281K – – –
OR
1354
Olympiad Research
Connecticut
$281K +$290K +2,174 New
NFG
1355
Nadler Financial Group
Illinois
$280K – – –
FAM
1356
Flaharty Asset Management
Florida
$280K +$3.6K +27 +1%
PP
1357
Patten & Patten
Tennessee
$279K -$168K -1,263 -37%
HWM
1358
Hohimer Wealth Management
Washington
$276K -$149K -1,117 -34%
OWA
1359
Outlook Wealth Advisors
Texas
$275K -$6.27K -47 -2%
PPW
1360
Pinnacle Private Wealth
Massachusetts
$274K +$283K +2,120 New
BCWM
1361
Bartlett & Co Wealth Management
Ohio
$273K -$13.3K -100 -5%
BC
1362
Bartlett & Co
Ohio
$273K -$13.3K -100 -5%
LWCFA
1363
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$273K -$10.3K -77 -4%
BPCE
1364
Bank Pictet & Cie (Europe)
Germany
$272K – – –
MWPCG
1365
Measured Wealth Private Client Group
New Hampshire
$272K – – –
SRC
1366
Sage Rhino Capital
California
$269K +$667 +5 +0.2%
FAN
1367
Financial Advisors Network
California
$268K – – –
CC
1368
Callan Capital
California
$268K +$276K +2,072 New
NHC
1369
Nicholas Hoffman & Company
Georgia
$267K – – –
MSA
1370
McAlister Sweet & Associates
Texas
$267K +$275K +2,065 New
CC
1371
Chicago Capital
Illinois
$265K – – –
BWM
1372
Baystate Wealth Management
Massachusetts
$265K +$533 +4 +0.2%
PWM
1373
Purus Wealth Management
California
$265K +$1.87K +14 +0.7%
HI
1374
Hoey Investments
Pennsylvania
$265K +$140K +1,050 +105%
CS
1375
Comerica Securities
Michigan
$264K +$15.6K +117 +6%
53 54
55
56 57