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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
801
Bison Wealth
Georgia
$1.63M +$2.5K +20 +0.2%
IAMOG
802
Investors Asset Management of Georgia
Georgia
$1.63M -$8.62K -69 -0.6%
BAM
803
Brave Asset Management
New Jersey
$1.63M -$1.75K -14 -0.1%
RIG
804
Renaissance Investment Group
Massachusetts
$1.63M -$160K -1,283 -9%
DWA
805
Douglass Winthrop Advisors
New York
$1.63M +$159K +1,272 +11%
MW
806
Marcum Wealth
Ohio
$1.62M +$51.2K +410 +3%
XWM
807
Xcel Wealth Management
Florida
$1.61M -$56.2K -450 -4%
SWM
808
Segment Wealth Management
Texas
$1.61M – – –
AWP
809
Accretive Wealth Partners
New Jersey
$1.61M +$19.7K +158 +1%
CNC
810
Citizens & Northern Corp
Pennsylvania
$1.6M -$410K -3,283 -21%
CGA
811
Crescent Grove Advisors
Illinois
$1.6M -$112K -895 -7%
DEA
812
DoubleLine ETF Adviser
Florida
$1.6M +$31K +248 +2%
RWP
813
RWA Wealth Partners
Massachusetts
$1.6M +$27.1K +217 +2%
PTC
814
Private Trust Company
Ohio
$1.6M -$114K -912 -7%
GLA
815
Good Life Advisors
Pennsylvania
$1.59M -$1.7M -13,638 -53%
AWA
816
Arkadios Wealth Advisors
Georgia
$1.58M -$96.9K -776 -6%
PA
817
Procyon Advisors
Connecticut
$1.58M +$26.2K +210 +2%
1CP
818
17 Capital Partners
Arizona
$1.57M +$1.5M +11,971 New
HCM
819
Hollencrest Capital Management
California
$1.57M -$4.5K -36 -0.3%
FTDI
820
First Trust Direct Indexing
Massachusetts
$1.55M +$357K +2,858 +32%
VFA
821
Valeo Financial Advisors
Indiana
$1.55M +$9.87K +79 +0.6%
SFP
822
Sandbox Financial Partners
Maryland
$1.55M -$52.6K -421 -3%
HIMC
823
Heritage Investors Management Corp
Maryland
$1.53M -$71.8K -575 -5%
BFEC
824
Benjamin F. Edwards & Company
Missouri
$1.52M +$157K +1,258 +12%
AIM
825
Avity Investment Management
Connecticut
$1.52M – – –
31 32
33
34 35