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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1001
Quadrant Private Wealth Management
Pennsylvania
$519K -$401K -3,454 -44%
BFA
1002
Beaumont Financial Advisors
Massachusetts
$518K -$178K -1,533 -26%
FTDI
1003
First Trust Direct Indexing
Massachusetts
$518K +$517K +4,456 New
CA
1004
Cornerstone Advisory
Maryland
$512K +$197K +1,700 +63%
EL
1005
Essex LLC
Illinois
$512K +$511K +4,401 New
I
1006
INVST
Indiana
$511K +$4.29K +37 +0.8%
MAA
1007
Mraz Amerine & Associates
California
$510K – – –
GIA
1008
Gladstone Institutional Advisory
Florida
$509K +$39.7K +342 +8%
CGH
1009
Crossmark Global Holdings
Texas
$508K -$113K -970 -18%
MWA
1010
Meridian Wealth Advisors
Texas
$507K – – –
VWA
1011
V Wealth Advisors
Kansas
$506K +$23.8K +205 +5%
EWM
1012
Empirical Wealth Management
Washington
$503K +$116K +1,000 +30%
ISL
1013
Ingalls & Snyder LLC
New York
$502K -$31.2K -269 -6%
WWM
1014
Windsor Wealth Management
Indiana
$500K -$348 -3 -0.1%
SIM
1015
Stratos Investment Management
Ohio
$493K +$491K +4,234 New
VWM
1016
Venturi Wealth Management
Texas
$492K – – –
PCA
1017
Pallas Capital Advisors
Massachusetts
$492K +$137K +1,180 +53%
MHIC
1018
Marble Harbor Investment Counsel
Massachusetts
$489K -$34.8K -300 -7%
MFGM
1019
Marshall Financial Group (Maryland)
Maryland
$488K +$232K +2,000 +91%
WA
1020
Wealth Alliance
New York
$487K +$3.02K +26 +0.6%
APP
1021
Avantax Planning Partners
Iowa
$487K +$16.1K +139 +3%
VFA
1022
Voya Financial Advisors
Connecticut
$485K +$188K +1,622 +66%
PA
1023
Perennial Advisors
New York
$484K -$4.87K -42 -1%
PWM
1024
PBMares Wealth Management
Virginia
$483K – – –
BFO
1025
Boston Family Office
Massachusetts
$482K – – –
39 40
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42 43