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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1126
MONECO Advisors
Connecticut
$984K +$3.57K +26 +0.4%
EPA
1127
Element Pointe Advisors
Florida
$984K – – –
CCFM
1128
Clear Creek Financial Management
Washington
$983K +$178K +1,294 +25%
JWM
1129
Jeppson Wealth Management
California
$980K +$9.07K +66 +1%
PIA
1130
Powell Investment Advisors
Florida
$979K – – –
PPWP
1131
Premier Path Wealth Partners
New Jersey
$978K +$1.79K +13 +0.2%
ECM
1132
ExodusPoint Capital Management
New York
$977K -$4.62M -33,625 -84%
FDS
1133
First Dallas Securities
Texas
$959K -$28.2K -205 -3%
PSCM
1134
Per Stirling Capital Management
Texas
$949K -$20.5K -149 -2%
FWM
1135
Foguth Wealth Management
Michigan
$948K +$524K +3,817 +151%
GWM
1136
Geneos Wealth Management
Colorado
$945K +$143K +1,039 +20%
CM
1137
Caption Management
Oklahoma
$942K +$866K +6,300 New
DDC
1138
DF Dent & Co
Maryland
$940K -$2.06K -15 -0.2%
CD
1139
Chapin Davis
Maryland
$935K -$12.6K -92 -1%
NDSI
1140
Newman Dignan & Sheerar Inc
Rhode Island
$927K +$962 +7 +0.1%
WWM
1141
Westwood Wealth Management
California
$924K – – –
MSFP
1142
Mark Sheptoff Financial Planning
Connecticut
$924K +$141K +1,025 +20%
RMP
1143
Richards, Merrill & Peterson
Washington
$923K +$12.9K +94 +2%
FSA
1144
Franklin Street Advisors
North Carolina
$915K -$524K -3,812 -38%
FPB
1145
First PREMIER Bank
South Dakota
$915K – – –
RA
1146
Ransom Advisory
Rhode Island
$915K -$23.4K -170 -3%
OHWP
1147
Oak Harbor Wealth Partners
North Carolina
$912K +$84.5K +615 +11%
BLFG
1148
Brian Low Financial Group
Louisiana
$912K +$838K +6,097 New
GIA
1149
Gladstone Institutional Advisory
Florida
$911K +$5.36K +39 +0.6%
BWP
1150
BSW Wealth Partners
Colorado
$909K +$15.9K +116 +2%
44 45
46
47 48