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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1426
Sather Financial Group
Texas
$254K – – –
EW
1427
Evoke Wealth
California
$254K +$146K +1,200 +150%
EHAM
1428
Eagle Harbor Asset Management
Washington
$254K +$244K +2,000 New
GIA
1429
GHP Investment Advisors
Colorado
$252K +$242K +1,985 New
CP
1430
Camelot Portfolios
Ohio
$251K +$1.34K +11 +0.6%
WP
1431
WealthShield Partners
North Carolina
$248K +$238K +1,954 New
WDC
1432
Woodward Diversified Capital
California
$246K -$1.71K -14 -0.7%
SYBT
1433
Stock Yards Bank & Trust
Kentucky
$246K – – –
AIP
1434
Ahrens Investment Partners
Louisiana
$246K +$21.2K +174 +10%
HWA
1435
HHM Wealth Advisors
Tennessee
$246K +$65.4K +536 +38%
GP
1436
Girard Partners
Pennsylvania
$246K +$236K +1,939 New
WPP
1437
Whalerock Point Partners
Rhode Island
$245K – – –
GAG
1438
GM Advisory Group
New York
$244K -$48.2K -395 -17%
CW
1439
Cook Wealth
North Carolina
$244K – – –
PI
1440
Pettee Investors
Connecticut
$244K – – –
VCM
1441
Vigilant Capital Management
Maine
$244K +$26.8K +220 +13%
MWM
1442
Modera Wealth Management
New Jersey
$242K -$246K -2,019 -51%
AWP
1443
Accretive Wealth Partners
New Jersey
$242K +$233K +1,907 New
MSL
1444
Mackay Shields LLC
New York
$241K – – –
HHGA
1445
Halbert Hargrove Global Advisors
California
$241K +$30K +246 +15%
CWC
1446
Carolinas Wealth Consulting
North Carolina
$240K +$9.63K +79 +4%
AWA
1447
Arkadios Wealth Advisors
Georgia
$240K +$231K +1,892 New
LFAS
1448
Level Four Advisory Services
Texas
$239K +$1.71K +14 +0.7%
DA
1449
DSC Advisors
Illinois
$239K +$230K +1,883 New
LWCFA
1450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$238K -$28.7K -235 -11%
56 57
58
59 60