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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1401
Smart Money Group
Texas
$593K +$2.06K +12 +0.3%
AO
1402
Advisor OS
Illinois
$593K -$21.2K -124 -3%
ZIM
1403
Zacks Investment Management
Illinois
$590K +$12.2K +71 +2%
PCM
1404
Penserra Capital Management
California
$589K +$581K +3,389 +5,648%
NAMNJ
1405
NorthStar Asset Management (New Jersey)
New Jersey
$586K +$17.1K +100 +3%
NP
1406
Nilsine Partners
Colorado
$585K +$107K +625 +22%
CI
1407
Conning Inc
Connecticut
$584K – – –
VFA
1408
Voya Financial Advisors
Connecticut
$582K -$72K -420 -11%
HKIMG
1409
Hutchens & Kramer Investment Management Group
Indiana
$581K – – –
LAM
1410
L2 Asset Management
Massachusetts
$580K +$26.7K +156 +5%
CCA
1411
Clearwater Capital Advisors
Illinois
$580K -$1.2K -7 -0.2%
PCM
1412
Prelude Capital Management
New York
$579K +$581K +3,389 New
JIC
1413
JRM Investment Counsel
Nebraska
$578K -$795K -4,641 -58%
MFGM
1414
Marshall Financial Group (Maryland)
Maryland
$577K -$171 -1 -0%
AWA
1415
Aaron Wealth Advisors
Illinois
$574K +$220K +1,282 +62%
TPI
1416
Trust Point Inc
Wisconsin
$573K +$65.8K +384 +13%
SMA
1417
Seven Mile Advisory
New Jersey
$572K +$53.3K +311 +10%
SPWM
1418
Schrum Private Wealth Management
Florida
$567K -$6.17K -36 -1%
LAS
1419
LWM Advisory Services
Florida
$565K +$8.74K +51 +2%
AT
1420
Avalon Trust
New Mexico
$565K +$458K +2,673 +422%
AIA
1421
AssuredPartners Investment Advisors
Florida
$562K +$514 +3 +0.1%
C
1422
Certuity
Florida
$562K +$86.9K +507 +18%
CA
1423
Claro Advisors
Massachusetts
$562K +$51.6K +301 +10%
VC
1424
Veracity Capital
Georgia
$560K -$514 -3 -0.1%
MWM
1425
Mindset Wealth Management
Indiana
$560K +$562K +3,278 New
55 56
57
58 59