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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
926
Empirical Wealth Management
Washington
$835K +$107K +1,028 +15%
EWM
927
EPG Wealth Management
Georgia
$833K +$34.7K +333 +4%
VFA
928
Voya Financial Advisors
Connecticut
$832K -$10.1K -97 -1%
VCS
929
Vaughan & Co Securities
New Jersey
$829K -$7.6K -73 -0.9%
PCG
930
Prosperity Consulting Group
Maryland
$826K -$34.3K -329 -4%
HA
931
Harbor Advisors
Florida
$825K – – –
HA
932
Herold Advisors
New York
$825K -$15K -144 -2%
HSA
933
HBK Sorce Advisory
Pennsylvania
$824K -$70.5K -677 -8%
BMWM
934
Brown Miller Wealth Management
Virginia
$823K +$12.1K +116 +2%
CFSG
935
Community Financial Services Group
Vermont
$818K +$795K +7,633 New
CI
936
Cigna Investments
Connecticut
$816K -$6.87K -66 -0.9%
HCMT
937
Highland Capital Management (Tennessee)
Tennessee
$809K – – –
JWM
938
Jeppson Wealth Management
California
$807K -$8.85K -85 -1%
AI
939
AXS Investments
New York
$804K +$748K +7,185 +2,281%
MTIC
940
Missouri Trust & Investment Company
Missouri
$801K -$4.69K -45 -0.6%
GIA
941
Gladstone Institutional Advisory
Florida
$800K -$1.91M -18,374 -71%
KAS
942
KPP Advisory Services
Kentucky
$799K +$777K +7,460 New
PSCM
943
Per Stirling Capital Management
Texas
$796K -$24.3K -233 -3%
SEP
944
Southland Equity Partners
Missouri
$794K +$1.87K +18 +0.2%
SCA
945
Sippican Capital Advisors
Massachusetts
$794K -$4.17K -40 -0.5%
FAIM
946
Financial Advocates Investment Management
Washington
$793K +$45.5K +437 +6%
MMG
947
Monetary Management Group
Missouri
$790K – – –
LW
948
Linscomb Wealth
Texas
$788K +$2.19K +21 +0.3%
EPA
949
Element Pointe Advisors
Florida
$788K -$14.9K -143 -2%
OFG
950
Oxford Financial Group
Indiana
$788K +$12.2K +117 +2%
36 37
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