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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1001
Oakworth Capital
Alabama
$167K – – –
BWL
1002
Bogart Wealth LLC
Virginia
$165K – – –
AWA
1003
Arkadios Wealth Advisors
Georgia
$163K +$47.2K +811 +47%
CFD
1004
Creative Financial Designs
Indiana
$157K +$641 +11 +0.5%
AAM
1005
Advisors Asset Management
Colorado
$154K +$81.5K +1,399 +142%
PO
1006
Private Ocean
California
$151K – – –
BFG
1007
Baron Financial Group
New Jersey
$149K – – –
EP
1008
Eudaimonia Partners
Tennessee
$146K -$11.6K -200 -8%
SC
1009
SouthState Corp
Florida
$146K – – –
LSA
1010
Leonteq Securities AG
Switzerland
$142K +$128K +2,196 New
S
1011
SignatureFD
Georgia
$136K -$3.61K -62 -3%
BC
1012
Bartlett & Co
Ohio
$131K -$19.9K -341 -14%
BCWM
1013
Bartlett & Co Wealth Management
Ohio
$131K -$19.9K -341 -14%
GWMIA
1014
Global Wealth Management Investment Advisory
Florida
$126K +$7.22K +124 +7%
JFA
1015
JNBA Financial Advisors
Minnesota
$124K – – –
CWP
1016
Concord Wealth Partners
Virginia
$123K +$111K +1,900 New
ABC
1017
Associated Banc-Corp
Wisconsin
$121K +$109K +1,866 New
CAAS
1018
Capital Asset Advisory Services
Michigan
$120K +$108K +1,853 New
SFG
1019
Sowa Financial Group
Rhode Island
$113K – – –
VCM
1020
Vigilant Capital Management
Maine
$110K +$99K +1,700 New
MCM
1021
Manchester Capital Management
Vermont
$109K +$3.79K +65 +4%
CB
1022
Community Bank
New York
$100K – – –
TF
1023
Tompkins Financial
New York
$97K -$58.2K -1,000 -40%
M
1024
MOTCO
Texas
$97K -$17.5K -300 -17%
RIM
1025
Rockbridge Investment Management
New York
$97K +$233 +4 +0.3%
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