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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
CCG Wealth Management
California
$298K +$5.41K +39 +2%
PCA
1552
Prosperity Capital Advisors
Ohio
$295K -$33.2K -239 -11%
WAL
1553
W Advisors LLC
Tennessee
$295K – – –
CC
1554
Cadinha & Co
Hawaii
$295K – – –
MA
1555
MJP Associates
Connecticut
$294K -$361K -2,603 -58%
CWS
1556
Cypress Wealth Services
California
$293K +$7.77K +56 +3%
SFWA
1557
Summit Financial Wealth Advisors
Louisiana
$292K – – –
SI
1558
Saxon Interests
Texas
$292K +$694 +5 +0.3%
CST
1559
Charles Schwab Trust
Nevada
$291K +$264K +1,901 New
AA
1560
Alta Advisers
United Kingdom
$291K – – –
PP
1561
Paloma Partners
Connecticut
$290K -$436K -3,145 -62%
CP
1562
Covenant Partners
Tennessee
$290K +$262K +1,892 New
OL
1563
OneFund LLC
Florida
$290K +$1.67K +12 +0.6%
FWI
1564
Facet Wealth Inc
Maryland
$289K -$1.53K -11 -0.6%
JF
1565
JSF Financial
California
$289K -$5.41K -39 -2%
ORI
1566
Oak Ridge Investments
Illinois
$288K +$3.61K +26 +1%
OFW
1567
Omnia Family Wealth
Florida
$288K +$7.21K +52 +3%
AIC
1568
Argus Investors Counsel
New York
$287K +$13.3K +96 +5%
AF
1569
Alerus Financial
North Dakota
$287K -$361K -2,601 -58%
OC
1570
Oakworth Capital
Alabama
$285K +$13K +94 +5%
BHB
1571
Bank Hapoalim BM
Israel
$285K -$567K -4,085 -69%
FSC
1572
Full Sail Capital
Oklahoma
$284K – – –
CAAS
1573
Capital Asset Advisory Services
Michigan
$282K -$78.4K -565 -23%
IIA
1574
Integral Investment Advisors
California
$282K -$68.7K -495 -21%
BPC
1575
Banque Pictet & Cie
Switzerland
$279K – – –
61 62
63
64 65