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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
951
Nachman Norwood & Parrott
South Carolina
$42K +$42.9K +801 New
PH
952
Pinnacle Holdings
Oklahoma
$39.1K -$333K -6,225 -89%
ETC
953
Exchange Traded Concepts
Oklahoma
$39K +$40.1K +750 New
POIA
954
Pin Oak Investment Advisors
Texas
$38K – – –
CAGAS
955
Capital Advisory Group Advisory Services
Minnesota
$35K – – –
WCG
956
Weaver Consulting Group
California
$35K – – –
MWC
957
MBM Wealth Consultants
Missouri
$34K – – –
LWCFA
958
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K – – –
ARMC
959
American Research & Management Company
Massachusetts
$33K +$28.1K +525 +525%
LWA
960
Lenox Wealth Advisors
New York
$32K – – –
CCMW
961
Cypress Capital Management (Wyoming)
Wyoming
$30K – – –
ME
962
McIlrath & Eck
Washington
$30K – – –
PS
963
Planned Solutions
California
$30K +$30.3K +567 New
FP
964
Financial Perspectives
Minnesota
$29.2K – – –
PMFA
965
Plante Moran Financial Advisors
Michigan
$29K – – –
CFO
966
CVA Family Office
Colorado
$29K +$29.3K +547 New
BWA
967
Burt Wealth Advisors
Maryland
$28K – – –
WB
968
Webster Bank
Connecticut
$28K – – –
CAL
969
Capital Advisors Ltd
Ohio
$26K – – –
CHA
970
Carmichael Hill & Associates
Maryland
$26K – – –
EWA
971
Evolution Wealth Advisors
Florida
$26K – – –
CPW
972
Catalyst Private Wealth
California
$26K +$26.8K +500 New
PFA
973
Professional Financial Advisors
Nebraska
$26K +$27.1K +507 New
RFA
974
Reilly Financial Advisors
California
$24K -$4.28K -80 -15%
MF
975
Manchester Financial
California
$24K – – –
37 38
39
40 41