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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1501
Builder Investment Group
Georgia
$257K – – –
WDC
1502
Woodward Diversified Capital
California
$257K +$649 +6 +0.3%
LB
1503
Legacy Bridge
Iowa
$256K -$67.1K -620 -24%
FCA
1504
FinTrust Capital Advisors
South Carolina
$255K -$21.6K -200 -9%
GWS
1505
Glassman Wealth Services
Virginia
$255K -$23.9K -221 -10%
LF
1506
Lee Financial
Texas
$253K -$15.4K -142 -7%
WAL
1507
W Advisors LLC
Tennessee
$252K – – –
CC
1508
Cadinha & Co
Hawaii
$252K +$208K +1,925 New
PWMG
1509
Provence Wealth Management Group
California
$250K +$170K +1,575 +466%
NC
1510
NinePointTwo Capital
California
$250K – – –
WP
1511
WealthSource Partners
California
$249K -$151K -1,396 -42%
PCA
1512
Prosperity Capital Advisors
Ohio
$249K -$3.57K -33 -2%
AA
1513
Alta Advisers
United Kingdom
$249K – – –
ERIM
1514
Eagle Ridge Investment Management
Connecticut
$249K +$206K +1,900 New
ZIC
1515
ZWJ Investment Counsel
Georgia
$247K +$216 +2 +0.1%
BFG
1516
Bouchey Financial Group
New York
$246K -$36.9K -341 -15%
BF
1517
Blankinship & Foster
California
$246K +$203K +1,880 New
OL
1518
OneFund LLC
Florida
$246K +$203K +1,879 New
TCOV
1519
Trust Company of Vermont
Vermont
$245K -$16.2K -150 -7%
CI
1520
CX Institutional
Indiana
$245K +$202K +1,870 New
FSC
1521
Full Sail Capital
Oklahoma
$244K +$202K +1,865 New
SI
1522
Saxon Interests
Texas
$244K +$202K +1,863 New
BTWM
1523
Baker Tilly Wealth Management
Wisconsin
$244K -$98.2K -908 -33%
FMII
1524
Farmers & Merchants Investments Inc
Nebraska
$243K -$110K -1,020 -35%
DMBA
1525
Deseret Mutual Benefit Administrators
Utah
$243K -$49.4K -457 -20%
59 60
61
62 63