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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1376
Independence Bank of Kentucky
Kentucky
$380K +$267K +2,135 +281%
SMWM
1377
Silvia McColl Wealth Management
California
$379K – – –
OWA
1378
Opal Wealth Advisors
New York
$379K -$12.9K -103 -3%
SPWM
1379
Schrum Private Wealth Management
Florida
$378K +$359K +2,878 New
RCM
1380
RB Capital Management
Nevada
$377K +$15.1K +121 +4%
LFG
1381
Larson Financial Group
Missouri
$376K -$153K -1,222 -30%
GA
1382
GSG Advisors
New Jersey
$375K +$4.87K +39 +1%
AMCA
1383
Arthur M. Cohen & Associates
Illinois
$374K +$12.5K +100 +4%
IA
1384
IFP Advisors
Florida
$372K -$34.2K -274 -9%
SAA
1385
Southeast Asset Advisors
Georgia
$372K – – –
SFFS
1386
Stonehage Fleming Financial Services
Jersey
$371K +$91.3K +731 +20%
AIS
1387
AM Investment Strategies
Tennessee
$371K +$250 +2 +0.1%
KIG
1388
Kennedy Investment Group
New Jersey
$370K -$1.25K -10 -0.4%
FVWA
1389
Foster Victor Wealth Advisors
South Carolina
$370K +$125 +1 +0%
AIM
1390
Anchor Investment Management
South Carolina
$367K -$12.5K -100 -3%
BAM
1391
BOS Asset Management
Illinois
$366K -$183K -1,468 -34%
BF
1392
Brogan Financial
Tennessee
$366K +$2.12K +17 +0.6%
HI
1393
Hudock Inc
Pennsylvania
$364K -$1.9M -15,230 -85%
NCM
1394
Northside Capital Management
Oregon
$362K -$59.2K -474 -15%
RWP
1395
Ridgecrest Wealth Partners
California
$361K -$3.75K -30 -1%
EB
1396
Emprise Bank
Kansas
$361K +$343K +2,750 New
BFO
1397
Boston Family Office
Massachusetts
$359K – – –
PP
1398
Pegasus Partners
Wisconsin
$359K – – –
KWM
1399
Kolinsky Wealth Management
New Jersey
$358K +$114K +916 +51%
FCB
1400
First County Bank
Connecticut
$356K -$14.4K -115 -4%
54 55
56
57 58