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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DLG
1126
Daniel L. Goodwin
$243K +$222K +2,500 New
HAIM
1127
Hunter Associates Investment Management
Pennsylvania
$243K +$222K +2,500 New
LPWM
1128
Lake Point Wealth Management
Texas
$243K +$222K +2,500 New
IIC
1129
Integrated Investment Consultants
Michigan
$243K +$222K +2,502 New
TSS
1130
Two Sigma Securities
New York
$243K +$222K +2,505 New
NIA
1131
Northstar Investment Advisors
Colorado
$242K +$186K +2,100 New
AWM
1132
Act Wealth Management
Texas
$240K -$44.4K -500 -17%
SPP
1133
Single Point Partners
Massachusetts
$240K +$220K +2,475 New
PFA
1134
Paradigm Financial Advisors
Missouri
$238K +$218K +2,451 New
SAA
1135
Southeast Asset Advisors
Georgia
$238K +$218K +2,455 New
SIC
1136
Shoker Investment Counsel
Ohio
$238K +$218K +2,459 New
RC
1137
Reik & Co
New York
$236K +$215K +2,425 New
OC
1138
Oakworth Capital
Alabama
$233K -$3.02K -34 -1%
CL
1139
Choreo LLC
Illinois
$232K +$212K +2,386 New
ACP
1140
Aveo Capital Partners
Colorado
$232K +$212K +2,388 New
RIM
1141
Regent Investment Management
Kentucky
$231K -$33.3K -375 -14%
LWP
1142
Legacy Wealth Planning
Nevada
$231K +$211K +2,381 New
ECG
1143
Edge Capital Group
Georgia
$229K +$209K +2,356 New
NA
1144
Nottingham Advisors
New York
$229K +$209K +2,357 New
ACS
1145
Archford Capital Strategies
Illinois
$228K -$78.2K -880 -27%
TH
1146
TCTC Holdings
Texas
$226K – – –
AG
1147
AIA Group
Hong Kong
$225K +$200K +2,252 New
PA
1148
Procyon Advisors
Connecticut
$224K +$205K +2,308 New
SWM
1149
Selective Wealth Management
Virginia
$223K +$164K +1,843 +403%
WSFS
1150
Wilmington Savings Fund Society
Delaware
$223K +$204K +2,296 New
44 45
46
47 48