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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1551
Forvis Mazars Wealth Advisors
Missouri
$408K +$17.4K +100 +4%
AIM
1552
Anchor Investment Management
South Carolina
$407K -$30.5K -175 -7%
EGWAG
1553
Elwood & Goetz Wealth Advisory Group
Georgia
$406K – – –
PC
1554
Port Capital
Illinois
$405K -$17.6K -101 -4%
MWA
1555
Monograph Wealth Advisors
California
$403K – – –
AA
1556
AlphaMark Advisors
Kentucky
$401K – – –
EWM
1557
Evermay Wealth Management
Virginia
$399K – – –
WI
1558
WBI Investments
New Jersey
$398K -$3.38M -19,393 -89%
PPA
1559
Pacific Point Advisors
California
$397K +$405K +2,325 New
OIA
1560
Optimum Investment Advisors
Illinois
$397K – – –
FPAS
1561
Focus Partners Advisor Solutions
Missouri
$396K -$1.24M -7,130 -76%
PNC
1562
Park National Corp
Ohio
$396K +$523 +3 +0.1%
OWA
1563
Outlook Wealth Advisors
Texas
$394K +$30.5K +175 +8%
EFSCE
1564
Enterprise Financial Services Corp (EFSC)
Missouri
$394K -$3.66K -21 -0.9%
LPT
1565
Legacy Private Trust
Wisconsin
$393K +$1.57K +9 +0.4%
HG
1566
Herbst Group
Connecticut
$392K -$2.58M -14,800 -87%
VCP
1567
Vista Capital Partners
Oregon
$392K +$871 +5 +0.2%
JFA
1568
JNBA Financial Advisors
Minnesota
$392K -$15.2K -87 -4%
BFAG
1569
Blackston Financial Advisory Group
Florida
$391K -$19.9K -114 -5%
LFA
1570
Legacy Financial Advisors
Kentucky
$390K +$151K +865 +62%
JWM
1571
JFG Wealth Management
Colorado
$389K -$17.4K -100 -4%
MIM
1572
Marco Investment Management
Georgia
$389K – – –
CPSC
1573
Carl P. Sherr & Co
Massachusetts
$388K – – –
IBOK
1574
Independence Bank of Kentucky
Kentucky
$388K +$7.14K +41 +2%
FBC
1575
Fairfield, Bush & Co
Connecticut
$387K -$54.9K -315 -12%
61 62
63
64 65