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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1126
Center for Financial Planning
Michigan
$10K +$8.73K +150 New
SQA
1127
Simon Quick Advisors
New Jersey
$10K +$8.73K +150 New
JGIA
1128
Jackson Grant Investment Advisers
Connecticut
$10K +$8.91K +153 New
ADL
1129
Asset Dedication LLC
California
$9K +$8.15K +140 New
ZB
1130
Zions Bancorporation
Utah
$8K -$412K -7,075 -98%
SL
1131
Savior LLC
Massachusetts
$8K – – –
TFGT
1132
TS Financial Group (TSFG)
Illinois
$8K +$58 +1 +0.8%
MAM
1133
Meeder Asset Management
Ohio
$7K -$16.4K -282 -72%
QCG
1134
Quadrant Capital Group
Ohio
$7K +$1.46K +25 +30%
BCM
1135
Bourgeon Capital Management
Connecticut
$7K +$6.06K +104 New
FFC
1136
First Financial Corp
Indiana
$6K – – –
MS
1137
Mizuho Securities
Japan
$6K +$5.18K +89 New
PWPS
1138
Pinnacle Wealth Planning Services
Ohio
$6K +$5.3K +91 New
WAS
1139
Winch Advisory Services
Wisconsin
$6K +$5.76K +99 New
MCM
1140
MV Capital Management
Maryland
$5K – – –
PVH
1141
Psagot Value Holdings
Israel
$5K – – –
PAM
1142
Panagora Asset Management
Massachusetts
$5K +$4.25K +73 New
SFP
1143
Sterling Financial Planning
New Jersey
$5K +$4.83K +83 New
MPWT
1144
MassMutual Private Wealth & Trust
Connecticut
$4K -$346K -5,945 -99%
BHWM
1145
Bay Harbor Wealth Management
Maryland
$4K -$349 -6 -9%
LFG
1146
Larson Financial Group
Missouri
$3K – – –
WIM
1147
Westside Investment Management
California
$2.03K -$36K -619 -2%
ADIM
1148
Alpha DNA Investment Management
Maryland
$2K +$1.98K +34 New
FHC
1149
First Horizon Corporation
Tennessee
$2K +$2.1K +36 New
CAL
1150
Capital Analysts LLC
Pennsylvania
$1K -$14.1K -242 -91%
44 45
46
47 48