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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1376
Occidental Asset Management
California
$501K +$582K +3,586 New
LA
1377
LVW Advisors
New York
$500K +$50.5K +311 +10%
MCM
1378
Manchester Capital Management
Vermont
$498K -$22.2K -137 -4%
MSAM
1379
Moloney Securities Asset Management
Missouri
$497K +$6.66K +41 +1%
EWM
1380
Elmwood Wealth Management
California
$496K +$136K +835 +31%
CI
1381
Conning Inc
Connecticut
$495K +$48K +296 +9%
WGC
1382
Watts Gwilliam & Co
Arizona
$495K +$87.2K +537 +18%
RFN
1383
Redwood Financial Network
Ohio
$492K – – –
SAMT
1384
Select Asset Management & Trust
Pennsylvania
$491K – – –
CWM
1385
Calamos Wealth Management
Illinois
$489K +$567K +3,496 New
RRCM
1386
Rappaport Reiches Capital Management
Illinois
$489K +$58.6K +361 +12%
WA
1387
WBH Advisory
Maryland
$488K +$1.14K +7 +0.2%
AO
1388
Advisor OS
Illinois
$486K +$24.3K +150 +5%
RCYC
1389
Richard C. Young & Co
Rhode Island
$485K +$4.87K +30 +0.9%
WFAG
1390
Worth Financial Advisory Group
North Carolina
$485K -$375K -2,310 -40%
FHA
1391
First Horizon Advisors
Tennessee
$484K -$43.5K -268 -7%
BIA
1392
Bigelow Investment Advisors
Maine
$484K -$91.5K -564 -14%
TWPM
1393
Total Wealth Planning & Management
Florida
$481K -$325 -2 -0.1%
SIC
1394
Sigma Investment Counselors
Michigan
$479K – – –
ACP
1395
Aveo Capital Partners
Colorado
$478K -$20.5K -126 -3%
PCA
1396
Pallas Capital Advisors
Massachusetts
$478K +$135K +833 +32%
MFGM
1397
Marshall Financial Group (Maryland)
Maryland
$476K +$8.77K +54 +2%
HKIMG
1398
Hutchens & Kramer Investment Management Group
Indiana
$476K +$812 +5 +0.1%
CCA
1399
Clearwater Capital Advisors
Illinois
$475K +$160K +984 +41%
SPA
1400
Sherbrooke Park Advisers
New York
$474K +$254K +1,565 +86%
54 55
56
57 58