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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1076
WBH Advisory
Maryland
$730K -$68.2K -630 -10%
OHWP
1077
Oak Harbor Wealth Partners
North Carolina
$730K – – –
AWG
1078
Altus Wealth Group
Colorado
$730K +$603K +5,577 New
CCM
1079
Cullen Capital Management
New York
$729K +$231K +2,135 +62%
OPA
1080
Old Port Advisors
Maine
$723K +$45.7K +422 +8%
PIA
1081
Powell Investment Advisors
Florida
$723K – – –
BCM
1082
BluePath Capital Management
Georgia
$723K +$58.9K +544 +10%
SC
1083
Sapient Capital
Indiana
$721K +$596K +5,510 New
RIA
1084
Realta Investment Advisors
Delaware
$719K +$11.9K +110 +2%
CFMC
1085
Curbstone Financial Management Corp
New Hampshire
$717K – – –
IC
1086
Inscription Capital
Texas
$716K -$356K -3,286 -38%
KFP
1087
KMG Fiduciary Partners
Ohio
$716K -$23.4K -216 -4%
VWA
1088
Visionary Wealth Advisors
Illinois
$715K -$19.7K -182 -3%
ACI
1089
Alpha Cubed Investments
California
$715K +$64.9K +600 +12%
VCS
1090
Vaughan & Co Securities
New Jersey
$712K -$249K -2,300 -30%
MBT
1091
Montecito Bank & Trust
California
$712K +$105K +970 +22%
MP
1092
McDonald Partners
Ohio
$712K +$108 +1 +0%
HWA
1093
Heritage Wealth Advisors
Virginia
$710K -$41.5K -384 -7%
CA
1094
Claro Advisors
Massachusetts
$709K -$15.5K -143 -3%
OWA
1095
Octavia Wealth Advisors
Ohio
$707K +$11K +102 +2%
CG
1096
Caprock Group
Idaho
$702K +$46.6K +431 +9%
CRI
1097
Colonial River Investments
Virginia
$702K -$135K -1,250 -19%
HFM
1098
Harvest Fund Management
China
$701K -$113K -1,040 -16%
QT
1099
Quantbot Technologies
New York
$699K +$578K +5,342 New
MC
1100
Mathes Company
New York
$698K -$43.3K -400 -7%
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