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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
551
RKL Wealth Management
Pennsylvania
$3.47M +$143K +1,162 +4%
CC
552
Chicago Capital
Illinois
$3.46M +$22.4K +182 +0.7%
CPA
553
Capital Planning Advisors
California
$3.46M +$140K +1,134 +4%
TW
554
TritonPoint Wealth
Maryland
$3.45M -$695K -5,650 -17%
RWS
555
Resolute Wealth Strategies
Mississippi
$3.41M +$62.1K +505 +2%
WA
556
Wambolt & Associates
Colorado
$3.41M +$305K +2,476 +10%
BCI
557
Brinker Capital Investments
Pennsylvania
$3.4M -$830K -6,748 -20%
OPS
558
Orion Portfolio Solutions
Nebraska
$3.4M -$830K -6,748 -20%
IAIM
559
International Assets Investment Management
Florida
$3.36M -$139K -1,126 -4%
ECG
560
Edge Capital Group
Georgia
$3.35M +$120K +975 +4%
CIA
561
Compass Ion Advisors
Pennsylvania
$3.34M – – –
MGP
562
Metis Global Partners
California
$3.34M +$15.6K +127 +0.5%
FT
563
Fiduciary Trust
Massachusetts
$3.34M +$309K +2,511 +10%
HIC
564
Holderness Investments Company
North Carolina
$3.33M – – –
VIM
565
Vinva Investment Management
Australia
$3.33M +$88.1K +716 +3%
RPCONE
566
Retirement Planning Company of New England
Rhode Island
$3.31M -$4.92K -40 -0.1%
CA
567
Cullinan Associates
Kentucky
$3.31M +$36.9K +300 +1%
OA
568
Oxbow Advisors
Texas
$3.29M +$252K +2,050 +8%
DLCIG
569
D.L. Carlson Investment Group
New Hampshire
$3.29M -$40.5K -329 -1%
PI
570
PFG Investments
New York
$3.27M +$844K +6,861 +35%
ACGA
571
Atlanta Consulting Group Advisors
Georgia
$3.27M – – –
OFG
572
Oxford Financial Group
Indiana
$3.27M +$2.33M +18,926 +254%
AFM
573
Abbot Financial Management
Massachusetts
$3.26M +$14.5K +118 +0.5%
TSWM
574
Tyler-Stone Wealth Management
Ohio
$3.26M -$28.9K -235 -0.9%
SPFA
575
Summit Place Financial Advisors
New Jersey
$3.24M -$4.31K -35 -0.1%
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