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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
876
First National Trust
Pennsylvania
$795K +$17.3K +200 +2%
MSCM
877
McElhenny Sheffield Capital Management
Texas
$792K – – –
PWM
878
PBMares Wealth Management
Virginia
$791K -$43.2K -500 -6%
AF
879
Apexium Financial
Texas
$790K +$259 +3 +0%
BAM
880
Byrne Asset Management
New Jersey
$783K -$712K -8,241 Closed
HSA
881
HBK Sorce Advisory
Pennsylvania
$778K +$9.68K +112 +1%
MRCM
882
M&R Capital Management
New Jersey
$776K – – –
FFM
883
Forum Financial Management
Illinois
$774K +$190K +2,200 +36%
HEIP
884
Hudson Edge Investment Partners
New Jersey
$771K – – –
TFS
885
Thoroughbred Financial Services
Tennessee
$770K +$25.8K +299 +4%
PJSIMP
886
P.J. Schmidt Investment Management (PJS)
Wisconsin
$768K +$5.18K +60 +0.8%
JEST
887
JTC Employer Solutions Trustee
Jersey
$764K – – –
AC
888
Apella Capital
Connecticut
$760K +$706K +8,173 New
DT
889
Diversified Trust
Tennessee
$760K +$62.3K +721 +10%
CCA
890
Cravens & Co Advisors
Tennessee
$757K +$605 +7 +0.1%
RG
891
Retirement Group
California
$757K -$69.7K -807 -9%
PCG
892
Prosperity Consulting Group
Maryland
$748K -$54.6K -632 -7%
SBIA
893
Sheaff Brock Investment Advisors
Indiana
$743K +$28.8K +333 +4%
EDRH
894
Edmond de Rothschild Holding
Switzerland
$743K -$203K -2,347 -23%
HWM
895
Heirloom Wealth Management
Colorado
$737K +$44.3K +513 +7%
CT
896
Chicago Trust
Illinois
$736K – – –
SAM
897
Seelaus Asset Management
New Jersey
$735K +$86 +1 +0%
GBWM
898
Granite Bay Wealth Management
New Hampshire
$735K +$39.1K +453 +6%
HKAM
899
Horizon Kinetics Asset Management
New York
$734K +$64.8K +750 +10%
TA
900
Tectonic Advisors
Texas
$734K +$6.74K +78 +1%
34 35
36
37 38