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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PGIM
1126
Pacific Global Investment Management
California
$371K +$8.72K +90 +2%
RWA
1127
Redmont Wealth Advisors
Illinois
$370K +$47.9K +495 +13%
NL
1128
NVWM LLC
Pennsylvania
$370K +$429K +4,429 New
BCM
1129
Boltwood Capital Management
California
$369K +$91.8K +948 +27%
MTWM
1130
Masso Torrence Wealth Management
New Jersey
$368K -$22.6K -233 -5%
ATWA
1131
Arbor Trust Wealth Advisors
Michigan
$368K – – –
PVH
1132
Psagot Value Holdings
Israel
$368K – – –
SPWM
1133
Schrum Private Wealth Management
Florida
$368K +$37.1K +383 +10%
BFAG
1134
Blackston Financial Advisory Group
Florida
$368K +$54.1K +559 +16%
OWP
1135
Obermeyer Wealth Partners
Colorado
$367K -$16.9K -175 -4%
OHWP
1136
Oak Harbor Wealth Partners
North Carolina
$367K +$18.4K +190 +5%
BWP
1137
BSW Wealth Partners
Colorado
$366K – – –
BFWA
1138
Benchmark Financial Wealth Advisors
Florida
$365K +$27.1K +280 +7%
SF
1139
Summit Financial
New Jersey
$364K +$102K +1,054 +32%
AAS
1140
Annex Advisory Services
Wisconsin
$362K +$19.6K +202 +5%
BCM
1141
Brookstone Capital Management
Illinois
$362K +$67.3K +695 +20%
GAA
1142
Global Assets Advisory
Florida
$361K -$171K -1,770 -31%
MWM
1143
Meridian Wealth Management
Kentucky
$360K -$7.84M -80,970 -95%
SFP
1144
Sweet Financial Partners
Minnesota
$360K -$416K -4,299 -50%
EL
1145
Essex LLC
Illinois
$360K – – –
TAM
1146
Townsend Asset Management
North Carolina
$359K -$160K -1,652 -28%
I
1147
INVST
Indiana
$357K -$6.1K -63 -1%
VT
1148
Vise Technologies
New York
$357K +$146K +1,503 +54%
CT
1149
Chicago Trust
Illinois
$356K +$26.3K +272 +7%
NAM
1150
NTV Asset Management
West Virginia
$355K – – –
44 45
46
47 48