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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1401
Smart Money Group
Texas
$517K +$9.89K +72 +2%
MFGM
1402
Marshall Financial Group (Maryland)
Maryland
$517K -$4.26K -31 -0.9%
AWM
1403
Avior Wealth Management
Nebraska
$516K +$45.8K +333 +11%
PFBT
1404
Parkside Financial Bank & Trust
Missouri
$516K -$141K -1,028 -23%
MCM
1405
Manchester Capital Management
Vermont
$516K -$15.4K -112 -3%
WB
1406
WesBanco Bank
West Virginia
$516K +$26.2K +191 +6%
GAM
1407
Groupama Asset Management
France
$515K – – –
AACA
1408
American Assets Capital Advisers
California
$515K -$6.03M -43,908 -93%
FHA
1409
First Horizon Advisors
Tennessee
$513K -$4.53K -33 -1%
CI
1410
Conning Inc
Connecticut
$511K -$17.4K -127 -4%
CCA
1411
Clearwater Capital Advisors
Illinois
$509K +$137 +1 +0%
BBA
1412
BLB&B Advisors
Pennsylvania
$506K -$82.4K -600 -15%
ZIM
1413
Zacks Investment Management
Illinois
$506K +$1.79K +13 +0.4%
SPWM
1414
Schrum Private Wealth Management
Florida
$502K +$275 +2 +0.1%
LEA
1415
Legacy Edge Advisors
New York
$502K +$40.5K +295 +10%
RA
1416
RFG Advisory
Alabama
$501K +$21.3K +155 +5%
MA
1417
MKT Advisors
California
$500K +$3.98K +29 +0.9%
SPA
1418
Sherbrooke Park Advisers
New York
$499K -$8.38K -61 -2%
NAMNJ
1419
NorthStar Asset Management (New Jersey)
New Jersey
$498K -$8.52K -62 -2%
BIG
1420
Brookwood Investment Group
Arizona
$498K +$196K +1,426 +75%
TC
1421
TownSquare Capital
Utah
$497K -$2.42M -17,615 -84%
BWM
1422
BankPlus Wealth Management
Mississippi
$496K +$13.7K +100 +3%
AWM
1423
Ameliora Wealth Management
Switzerland
$495K -$258K -1,876 -36%
CWM
1424
Calamos Wealth Management
Illinois
$495K -$25.8K -188 -5%
AIA
1425
AssuredPartners Investment Advisors
Florida
$492K -$412 -3 -0.1%
55 56
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58 59