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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1101
Morton Capital Management
California
$525K -$37.4K -359 -7%
WMS
1102
Wealth Management Solutions
Pennsylvania
$522K +$1.77K +17 +0.4%
QPWM
1103
Quadrant Private Wealth Management
Pennsylvania
$522K -$69.8K -670 -12%
ACI
1104
Alpha Cubed Investments
California
$521K -$10.4K -100 -2%
PFA
1105
Plotkin Financial Advisors
Maryland
$521K – – –
RWP
1106
Revolve Wealth Partners
New Jersey
$520K +$6.87K +66 +1%
GGI
1107
Godsey & Gibb Inc
Virginia
$518K – – –
BAM
1108
BOS Asset Management
Illinois
$514K -$6.87K -66 -1%
HIMC
1109
Heritage Investors Management Corp
Maryland
$513K -$48.2K -463 -9%
BA
1110
Birinyi Associates
Connecticut
$513K +$521 +5 +0.1%
BCWM
1111
Bartlett & Co Wealth Management
Ohio
$511K +$833 +8 +0.2%
BC
1112
Bartlett & Co
Ohio
$511K +$833 +8 +0.2%
ODG
1113
O'Dell Group
Ohio
$509K +$110K +1,061 +29%
ACP
1114
Arcus Capital Partners
Georgia
$509K – – –
BCM
1115
Brookstone Capital Management
Illinois
$508K +$83.3K +800 +17%
PPWM
1116
Paragon Private Wealth Management
Kentucky
$505K -$155K -1,487 -24%
BFAG
1117
Blackston Financial Advisory Group
Florida
$505K +$1.15K +11 +0.2%
BP
1118
BBR Partners
New York
$503K – – –
AIA
1119
Angeles Investment Advisors
California
$502K +$487K +4,681 New
AF
1120
Alerus Financial
North Dakota
$501K -$14.5K -139 -3%
RIA
1121
Realta Investment Advisors
Delaware
$501K -$111K -1,070 -17%
CWM
1122
Curi Wealth Management
North Carolina
$500K -$19K -182 -4%
CL
1123
Choreo LLC
Illinois
$498K +$1.67K +16 +0.3%
MSAM
1124
Moloney Securities Asset Management
Missouri
$498K +$1.56K +15 +0.3%
WFAG
1125
Worth Financial Advisory Group
North Carolina
$498K +$38.2K +367 +9%
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