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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1051
Merrion Investment Management
New Jersey
$698K – – –
SC
1052
SouthState Corp
Florida
$697K +$311K +2,551 +87%
DY
1053
Dowling & Yahnke
California
$696K -$976 -8 -0.1%
WB
1054
WesBanco Bank
West Virginia
$695K – – –
PFA
1055
Peak Financial Advisors
Colorado
$691K +$30.1K +247 +5%
MCWS
1056
McKinley Carter Wealth Services
West Virginia
$690K +$26.3K +216 +4%
EM
1057
Excalibur Management
Massachusetts
$690K +$39.3K +322 +6%
OPA
1058
Old Port Advisors
Maine
$689K +$68.7K +563 +12%
GA
1059
Gateway Advisory
New Jersey
$685K +$33.1K +271 +5%
DAM
1060
Deltec Asset Management
New York
$685K +$659K +5,400 New
AP
1061
Advisor Partners
California
$681K -$33.8K -277 -5%
BAM
1062
Bruderman Asset Management
New York
$680K +$650K +5,332 New
SIG
1063
Spinnaker Investment Group
California
$678K +$2.68K +22 +0.4%
OWA
1064
Octavia Wealth Advisors
Ohio
$677K -$15.7K -129 -2%
MWA
1065
Meridian Wealth Advisors
Texas
$677K +$117K +958 +22%
VCS
1066
Vaughan & Co Securities
New Jersey
$674K -$17.3K -142 -3%
SP
1067
Symmetry Partners
Connecticut
$669K -$46.5K -381 -7%
TCWM
1068
Total Clarity Wealth Management
Illinois
$669K -$12K -98 -2%
JWM
1069
Jupiter Wealth Management
Colorado
$669K – – –
HIMC
1070
Heritage Investors Management Corp
Maryland
$667K -$12.2K -100 -2%
PCA
1071
Peddock Capital Advisors
Massachusetts
$667K +$641K +5,254 New
CWA
1072
Canvas Wealth Advisors
Kansas
$667K +$756K +6,198 New
CA
1073
Cornerstone Advisory
Maryland
$665K +$108K +883 +20%
AWM
1074
Altium Wealth Management
New York
$664K +$45.9K +376 +8%
VCAM
1075
Van Cleef Asset Management
Ohio
$663K -$14.8K -121 -2%
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