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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
801
Castle Rock Wealth Management
California
$1.08M -$145K -1,346 -11%
CCP
802
Carmel Capital Partners
California
$1.08M +$149K +1,379 +13%
CA
803
Carson Advisory
Georgia
$1.07M +$470K +4,350 +59%
PF
804
Phoenix Financial
Israel
$1.07M -$462K -4,280 -27%
SSWM
805
Sheets Smith Wealth Management
North Carolina
$1.07M -$78.3K -725 -6%
WP
806
WMS Partners
Maryland
$1.07M – – –
CW
807
CreativeOne Wealth
Kansas
$1.06M +$115K +1,068 +10%
ZF
808
Zhang Financial
Michigan
$1.05M +$132K +1,224 +12%
CA
809
Claro Advisors
Massachusetts
$1.05M +$95.5K +884 +8%
AG
810
AIA Group
Hong Kong
$1.05M -$1.85M -17,148 -60%
WKWM
811
Walter & Keenan Wealth Management
Indiana
$1.04M +$24.1K +223 +2%
CA
812
CoreCap Advisors
Michigan
$1.04M +$263K +2,431 +27%
CAN
813
Claraphi Advisory Network
United States
$1.03M -$67.1K -621 -5%
SAM
814
Secure Asset Management
Michigan
$1.03M +$10.5K +97 +0.9%
DT
815
Diversified Trust
Tennessee
$1.03M +$23.7K +219 +2%
VCA
816
Verdence Capital Advisors
Maryland
$1.03M -$21.4K -198 -2%
MFS
817
Mirabella Financial Services
United Kingdom
$1.03M +$217K +2,008 +22%
CCMG
818
Clark Capital Management Group
Pennsylvania
$1.02M -$300K -2,776 -20%
FAIM
819
Financial Advocates Investment Management
Washington
$1.02M -$46.3K -429 -4%
TPCW
820
TD Private Client Wealth
New York
$1.02M +$126K +1,170 +12%
RWM
821
Ritholtz Wealth Management
New York
$1.02M -$207K -1,915 -15%
SW
822
SteelPeak Wealth
California
$1.02M +$754K +6,986 +167%
WW
823
Waterfront Wealth
Kansas
$1.01M – – –
CIC
824
Cornercap Investment Counsel
Georgia
$1.01M +$117K +1,087 +11%
CCM
825
Chickasaw Capital Management
Tennessee
$1.01M – – –
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