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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1101
DF Dent & Co
Maryland
$1.08M – – –
PWM
1102
Prentice Wealth Management
New York
$1.08M -$9.76K -56 -0.9%
PPWP
1103
Premier Path Wealth Partners
New Jersey
$1.08M +$64.5K +370 +6%
VFA
1104
Voya Financial Advisors
Connecticut
$1.08M -$197K -1,129 -15%
PWM
1105
Purus Wealth Management
California
$1.07M -$13.4K -77 -1%
GJWM
1106
Gilliland Jeter Wealth Management
Arkansas
$1.07M -$871 -5 -0.1%
AWM
1107
Accurate Wealth Management
Florida
$1.07M +$258K +1,478 +29%
BWP
1108
BSW Wealth Partners
Colorado
$1.07M +$286K +1,642 +36%
MA
1109
MONECO Advisors
Connecticut
$1.07M +$84K +482 +8%
NDSI
1110
Newman Dignan & Sheerar Inc
Rhode Island
$1.07M -$1.74K -10 -0.2%
QPWM
1111
Quadrant Private Wealth Management
Pennsylvania
$1.07M -$26.1K -150 -2%
WWM
1112
Westwood Wealth Management
California
$1.06M – – –
FPB
1113
First PREMIER Bank
South Dakota
$1.06M – – –
CAL
1114
Capital Analysts LLC
Pennsylvania
$1.05M – – –
UWP
1115
Uniting Wealth Partners
Kansas
$1.05M +$1.06M +6,089 New
MFS
1116
Mattson Financial Services
Michigan
$1.05M -$451K -2,589 -27%
TCM
1117
Triumph Capital Management
Colorado
$1.05M -$372K -2,134 -26%
OPA
1118
Old Port Advisors
Maine
$1.04M +$5.92K +34 +0.6%
MCCA
1119
Mill Creek Capital Advisors
Pennsylvania
$1.04M +$131K +750 +14%
SWA
1120
Sax Wealth Advisors
New Jersey
$1.04M -$29.8K -171 -3%
NAM
1121
NTV Asset Management
West Virginia
$1.04M -$80.7K -463 -7%
SAI
1122
Savvy Advisors Inc
New York
$1.04M +$668K +3,833 +176%
RMP
1123
Richards, Merrill & Peterson
Washington
$1.04M +$1.05M +6,012 New
GIA
1124
Gladstone Institutional Advisory
Florida
$1.04M -$38K -218 -3%
CCM
1125
Cullen Capital Management
New York
$1.04M – – –
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