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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
901
Harbor Advisors
Florida
$676K +$238K +2,700 +54%
HA
902
Herold Advisors
New York
$675K +$442 +5 +0.1%
VFA
903
Voya Financial Advisors
Connecticut
$675K +$19.6K +222 +3%
SIC
904
Sterling Investment Counsel
New York
$674K -$55.1K -624 -8%
SBIA
905
Sheaff Brock Investment Advisors
Indiana
$673K +$5.48K +62 +0.8%
FPGK
906
Financial Partners Group (Kansas)
Kansas
$671K -$54.6K -618 -7%
CI
907
Cigna Investments
Connecticut
$666K -$5.04K -57 -0.7%
AFG
908
Atomi Financial Group
New York
$665K +$669K +7,571 New
JWM
909
Jeppson Wealth Management
California
$661K -$17.9K -203 -3%
PPWM
910
Paragon Private Wealth Management
Kentucky
$660K +$77.6K +879 +13%
FWCM
911
Ferguson Wellman Capital Management
Oregon
$659K -$72.5K -821 -10%
EPA
912
Element Pointe Advisors
Florida
$659K +$26.5K +300 +4%
WAM
913
WNY Asset Management
New York
$657K -$177K -2,000 -21%
BMWM
914
Brown Miller Wealth Management
Virginia
$655K +$353 +4 +0.1%
SCA
915
Sippican Capital Advisors
Massachusetts
$655K – – –
DT
916
Diversified Trust
Tennessee
$654K -$353K -4,001 -35%
ACIM
917
Azimuth Capital Investment Management
Michigan
$654K – – –
GBWM
918
Granite Bay Wealth Management
New Hampshire
$654K +$162K +1,835 +33%
HWM
919
Heirloom Wealth Management
Colorado
$651K -$75.4K -854 -10%
CIA
920
Choate Investment Advisors
Massachusetts
$650K – – –
LW
921
Linscomb Wealth
Texas
$642K -$363K -4,109 -36%
HCPC
922
Hamilton Capital Partners (Canada)
$641K -$450K -5,100 -41%
HTC
923
Haverford Trust Company
Pennsylvania
$641K -$39K -442 -6%
SRC
924
Sage Rhino Capital
California
$641K +$645K +7,299 New
PJSIMP
925
P.J. Schmidt Investment Management (PJS)
Wisconsin
$636K -$83.1K -941 -11%
35 36
37
38 39