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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
776
Glenview Trust
Kentucky
$899K – – –
MWM
777
Marion Wealth Management
Pennsylvania
$899K +$233K +2,701 +29%
DAC
778
Dividend Assets Capital
South Carolina
$898K – – –
ZF
779
Zhang Financial
Michigan
$897K -$41K -475 -4%
BFC
780
Blue Fin Capital
Rhode Island
$883K +$417K +4,826 +68%
CSA
781
Cottage Street Advisors
Massachusetts
$880K +$359M +4,162,438 +6,040%
SSWM
782
Sheets Smith Wealth Management
North Carolina
$880K – – –
SAM
783
Secure Asset Management
Michigan
$880K -$9.33K -108 -0.9%
AWP
784
Accretive Wealth Partners
New Jersey
$877K +$68.7K +795 +7%
AWM
785
Angeles Wealth Management
California
$872K +$1.01M +11,750 New
EGA
786
E&G Advisors
Texas
$871K -$47.5K -550 -4%
RWB
787
RMR Wealth Builders
New Jersey
$867K +$159K +1,840 +19%
WKWM
788
Walter & Keenan Wealth Management
Indiana
$867K +$4.32K +50 +0.4%
VCA
789
Verdence Capital Advisors
Maryland
$864K +$66.2K +766 +7%
SFS
790
Sowell Financial Services
Arkansas
$860K +$1M +11,592 New
WAM
791
Wakefield Asset Management
Colorado
$857K +$998K +11,552 New
CCB
792
Country Club Bank
Missouri
$853K +$518 +6 +0.1%
PCIA
793
Prime Capital Investment Advisors
Kansas
$850K +$498K +5,763 +101%
DT
794
Diversified Trust
Tennessee
$850K -$41.5K -480 -4%
HCM
795
Highlander Capital Management
New Jersey
$849K -$21.6K -250 -2%
AIP
796
Almanack Investment Partners
Pennsylvania
$848K +$987K +11,433 New
LW
797
Linscomb Wealth
Texas
$847K +$359K +4,162 +57%
MCM
798
Mork Capital Management
California
$844K +$982K +11,370 New
CA
799
Carson Advisory
Georgia
$843K -$40.5K -469 -4%
AC
800
AXQ Capital
New Jersey
$830K +$966K +11,191 New
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