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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1351
Aveo Capital Partners
Colorado
$202K +$3.39K +35 +1%
SHFA
1352
SC&H Financial Advisors
Maryland
$200K – – –
OCM
1353
Objective Capital Management
Ohio
$200K +$9.97K +103 +5%
MCM
1354
Manchester Capital Management
Vermont
$198K -$145K -1,500 -39%
TH
1355
TCTC Holdings
Texas
$195K – – –
BC
1356
Bartlett & Co
Ohio
$195K +$19.4K +200 +9%
BCWM
1357
Bartlett & Co Wealth Management
Ohio
$195K +$19.4K +200 +9%
LWCFA
1358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$189K +$18.1K +187 +9%
TF
1359
Tompkins Financial
New York
$188K – – –
GWS
1360
Glassman Wealth Services
Virginia
$188K +$11.5K +119 +6%
ECG
1361
Edge Capital Group
Georgia
$178K +$2.23K +23 +1%
CAL
1362
Capital Advisors Ltd
Ohio
$176K +$15.4K +159 +8%
JFA
1363
JNBA Financial Advisors
Minnesota
$175K – – –
GIA
1364
GHP Investment Advisors
Colorado
$172K +$5.23K +54 +3%
ALAM
1365
Asahi Life Asset Management
Japan
$167K -$27.1K -280 -12%
EW
1366
Evoke Wealth
California
$167K – – –
VAM
1367
Vienna Asset Management
California
$167K +$194K +2,000 New
AA
1368
Alta Advisers
United Kingdom
$159K +$184K +1,900 New
RDFA
1369
Ritter Daniher Financial Advisory
Ohio
$156K +$97.9K +1,011 +118%
TCWA
1370
Ten Capital Wealth Advisors
Washington
$150K +$32K +330 +23%
OC
1371
Oakworth Capital
Alabama
$148K – – –
FHA
1372
First Horizon Advisors
Tennessee
$148K +$54.3K +561 +46%
VWM
1373
Valley Wealth Managers
New Jersey
$146K -$252K -2,600 -60%
CSB
1374
City State Bank
Iowa
$146K – – –
VCM
1375
Vigilant Capital Management
Maine
$144K +$2.42K +25 +1%
53 54
55
56 57