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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1576
Lionshead Wealth Management
New York
$414K +$857 +5 +0.2%
KIG
1577
Kennedy Investment Group
New Jersey
$414K -$21.1K -123 -5%
CIM
1578
Cambria Investment Management
California
$412K +$413K +2,413 New
WHG
1579
Westwood Holdings Group
Texas
$412K -$685 -4 -0.2%
TWM
1580
TCFG Wealth Management
California
$411K +$857 +5 +0.2%
BHIA
1581
Birch Hill Investment Advisors
Massachusetts
$410K – – –
HCP
1582
Hardin Capital Partners
South Carolina
$410K – – –
PIM
1583
Penobscot Investment Management
Massachusetts
$410K – – –
JWM
1584
JFG Wealth Management
Colorado
$409K +$31.5K +184 +8%
RSC
1585
Red Spruce Capital
Pennsylvania
$407K +$2.23K +13 +0.5%
CS
1586
Capital Square
Tennessee
$405K -$1.37K -8 -0.3%
CWS
1587
Confluence Wealth Services
Pennsylvania
$405K – – –
BCP
1588
Blue Chip Partners
Michigan
$405K +$106K +616 +35%
PC
1589
Port Capital
Illinois
$405K -$10.3K -60 -2%
SAM
1590
Secure Asset Management
Michigan
$404K – – –
SOS
1591
Silver Oak Securities
Tennessee
$403K +$49.3K +288 +14%
EGWAG
1592
Elwood & Goetz Wealth Advisory Group
Georgia
$403K – – –
AWM
1593
Avondale Wealth Management
Texas
$401K -$206K -1,200 -34%
MNBTD
1594
Moody National Bank Trust Division
Texas
$400K -$313K -1,826 -44%
FMWA
1595
Forvis Mazars Wealth Advisors
Missouri
$400K -$15.4K -90 -4%
SCA
1596
Stonebridge Capital Advisors
Minnesota
$398K +$27.4K +160 +7%
VP
1597
Verum Partners
North Carolina
$398K -$63.2K -369 -14%
PPA
1598
Pacific Point Advisors
California
$397K – – –
PA
1599
Promethium Advisors
Maryland
$396K -$34.3K -200 -8%
EWM
1600
Evermay Wealth Management
Virginia
$395K – – –
62 63
64
65 66