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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
901
Tradition Wealth Management
Minnesota
$771K +$132K +1,220 +17%
HFM
902
Harvest Fund Management
China
$770K -$60.7K -562 -6%
EPA
903
Element Pointe Advisors
Florida
$769K -$287K -2,653 -24%
MRCM
904
M&R Capital Management
New Jersey
$769K – – –
CGL
905
Clarius Group LLC
Washington
$769K +$22.1K +205 +2%
BFA
906
Bragg Financial Advisors
North Carolina
$769K +$390K +3,608 +75%
MWM
907
Marion Wealth Management
Pennsylvania
$766K +$906K +8,392 New
CAG
908
Csenge Advisory Group
Florida
$761K -$122K -1,128 -12%
BAM
909
Blueshift Asset Management
New Jersey
$761K +$901K +8,344 New
LW
910
Linscomb Wealth
Texas
$759K -$378K -3,503 -30%
JWM
911
Jeppson Wealth Management
California
$757K +$54.2K +502 +6%
PRC
912
Pearl River Capital
Michigan
$757K +$896K +8,300 New
LIA
913
LBMC Investment Advisors
Tennessee
$754K +$324 +3 +0%
GCM
914
Gables Capital Management
Florida
$751K – – –
VFA
915
Valeo Financial Advisors
Indiana
$750K -$32K -296 -3%
HEIP
916
Hudson Edge Investment Partners
New Jersey
$746K -$648 -6 -0.1%
RFMS
917
RWQ Financial Management Services
Florida
$744K -$1.82M -16,875 -67%
CANC
918
Culbertson A N & Co
Virginia
$742K – – –
PTC
919
Private Trust Company
Ohio
$740K -$133K -1,235 -13%
CPWA
920
Cerro Pacific Wealth Advisors
California
$740K -$43.1K -399 -5%
AC
921
Apella Capital
Connecticut
$739K +$2.16K +20 +0.2%
DIP
922
DT Investment Partners
Pennsylvania
$738K +$47.2K +437 +6%
FIA
923
Foundations Investment Advisors
Arizona
$738K +$848K +7,856 New
AF
924
Apexium Financial
Texas
$737K – – –
S
925
Surevest
California
$736K +$349K +3,230 +67%
35 36
37
38 39