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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
Modern Wealth Management
Kansas
$2.33M +$169K +984 +8%
WCP
852
Wealthcare Capital Partners
Pennsylvania
$2.32M +$15.1K +88 +0.7%
LFG
853
Larson Financial Group
Missouri
$2.32M +$93.4K +545 +4%
QCG
854
Quadrant Capital Group
Ohio
$2.29M -$5.83K -34 -0.3%
AWM
855
Accel Wealth Management
Iowa
$2.29M -$47.6K -278 -2%
BMCM
856
Bryn Mawr Capital Management
Pennsylvania
$2.28M +$857 +5 +0%
GT
857
Greenleaf Trust
Michigan
$2.28M +$23K +134 +1%
LCM
858
Landscape Capital Management
New Jersey
$2.27M +$2.28M +13,307 New
SFO
859
Stenger Family Office
Illinois
$2.27M +$375K +2,190 +17%
ST
860
Spinnaker Trust
Maine
$2.27M +$25.7K +150 +1%
LWM
861
Lodestone Wealth Management
Washington
$2.26M +$22.4K +131 +1%
KAS
862
KPP Advisory Services
Kentucky
$2.26M +$27.9K +163 +1%
NVIM
863
New Vernon Investment Management
Illinois
$2.26M – – –
BOPW
864
Brandywine Oak Private Wealth
Pennsylvania
$2.25M – – –
KHCM
865
Kirtland Hills Capital Management
Ohio
$2.25M +$480K +2,804 +27%
WKSWA
866
White Knight Strategic Wealth Advisors
New Jersey
$2.24M -$287K -1,677 -11%
HC
867
Hurley Capital
New York
$2.24M +$153K +894 +7%
NCM
868
Northside Capital Management
Oregon
$2.24M -$2.77M -16,163 -55%
DCM
869
Dimension Capital Management
Florida
$2.23M – – –
ACM
870
Aljian Capital Management
Nevada
$2.23M +$24K +140 +1%
IFPG
871
Intrepid Financial Planning Group
Indiana
$2.22M -$45.2K -264 -2%
PMSA
872
Patrick M. Sweeney & Associates
Illinois
$2.2M +$7.03K +41 +0.3%
MAM
873
Morse Asset Management
Connecticut
$2.2M +$484K +2,826 +28%
GWMR
874
GC Wealth Management RIA
Massachusetts
$2.2M +$1.33M +7,736 +151%
AWM
875
Angeles Wealth Management
California
$2.18M +$16.3K +95 +0.7%
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