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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
951
Investors Research Corp
Georgia
$45K – – –
TF
952
TimeScale Financial
Massachusetts
$43K – – –
POIA
953
Pin Oak Investment Advisors
Texas
$41K – – –
SIS
954
Sound Income Strategies
Florida
$41K +$105 +2 +0.3%
CAGAS
955
Capital Advisory Group Advisory Services
Minnesota
$38K – – –
WCG
956
Weaver Consulting Group
California
$38K +$5.26K +100 +17%
MWC
957
MBM Wealth Consultants
Missouri
$37K – – –
FHA
958
First Horizon Advisors
Tennessee
$37K +$8.89K +169 +34%
LWCFA
959
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
LWA
960
Lenox Wealth Advisors
New York
$35K +$1.63K +31 +5%
FWM
961
Filbrandt Wealth Management
Wisconsin
$35K +$32.1K +610 New
ME
962
McIlrath & Eck
Washington
$32K +$11.6K +221 +64%
FP
963
Financial Perspectives
Minnesota
$31.7K – – –
CCMW
964
Cypress Capital Management (Wyoming)
Wyoming
$31K – – –
USGIU
965
U.S. Global Investors (USGI)
Texas
$31K +$28.4K +540 New
PMFA
966
Plante Moran Financial Advisors
Michigan
$31K +$28.9K +550 New
RFA
967
Reilly Financial Advisors
California
$30K -$29.5K -561 -51%
BWA
968
Burt Wealth Advisors
Maryland
$30K – – –
WB
969
Webster Bank
Connecticut
$30K – – –
CAL
970
Capital Advisors Ltd
Ohio
$28K – – –
CHA
971
Carmichael Hill & Associates
Maryland
$28K – – –
EWA
972
Evolution Wealth Advisors
Florida
$28K +$15.9K +302 +153%
AF
973
Allworth Financial
California
$27K -$275K -5,226 -92%
BFIM
974
Beese Fulmer Investment Management
Ohio
$27K +$24.8K +472 New
MF
975
Manchester Financial
California
$26K +$3.95K +75 +19%
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