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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1051
Merrion Investment Management
New Jersey
$460K – – –
IGWM
1052
ICA Group Wealth Management
Colorado
$459K +$39K +403 +8%
VCP
1053
Verus Capital Partners
Arizona
$456K +$11.6K +120 +2%
MP
1054
McDonald Partners
Ohio
$455K -$784K -8,092 -60%
PWMAG
1055
Pinnacle Wealth Management Advisory Group
New Jersey
$455K -$197K -2,038 -27%
SIG
1056
Spinnaker Investment Group
California
$455K +$25.4K +262 +5%
CRC
1057
Curi RMB Capital
Illinois
$455K +$31.4K +324 +6%
RWP
1058
RWA Wealth Partners
Massachusetts
$453K +$13.7K +141 +3%
HFM
1059
Harvest Fund Management
China
$450K -$297K -3,065 -36%
JWBC
1060
J.W. Burns & Co
New York
$450K -$23.2K -240 -4%
MCWS
1061
McKinley Carter Wealth Services
West Virginia
$450K +$1.84K +19 +0.4%
EWM
1062
EPG Wealth Management
Georgia
$449K +$34.9K +360 +7%
PAM
1063
Panagora Asset Management
Massachusetts
$446K -$5.18M -53,498 -91%
SP
1064
Symmetry Partners
Connecticut
$441K – – –
ACI
1065
Alpha Cubed Investments
California
$438K -$261K -2,691 -34%
SIC
1066
Salem Investment Counselors
North Carolina
$438K -$74.1K -765 -13%
VCAM
1067
Van Cleef Asset Management
Ohio
$438K +$194 +2 +0%
OWA
1068
Octavia Wealth Advisors
Ohio
$437K +$194 +2 +0%
FFS
1069
Founders Financial Securities
Maryland
$437K +$16.2K +167 +3%
FPCP
1070
Fort Point Capital Partners
California
$437K +$26.1K +270 +5%
CFO
1071
Collective Family Office
Pennsylvania
$435K +$504K +5,200 New
TCWM
1072
Total Clarity Wealth Management
Illinois
$433K -$3.58K -37 -0.7%
FPA
1073
First Pacific Advisors
California
$431K – – –
SFG
1074
StrategIQ Financial Group
Indiana
$430K +$254K +2,620 +104%
VCM
1075
Virtue Capital Management
Tennessee
$428K -$10.8K -111 -2%
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