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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1151
Tocqueville Asset Management
New York
$819K -$24.9K -207 -3%
PWMA
1152
Pension & Wealth Management Advisors
Massachusetts
$819K +$50.2K +418 +6%
HA
1153
Herold Advisors
New York
$810K +$31.4K +261 +4%
FWM
1154
Foguth Wealth Management
Michigan
$806K +$1.32K +11 +0.2%
MWA
1155
Meridian Wealth Advisors
Texas
$805K +$120 +1 +0%
NW
1156
Naviter Wealth
Arkansas
$805K +$74.1K +617 +10%
PJSIMP
1157
P.J. Schmidt Investment Management (PJS)
Wisconsin
$804K -$26.9K -224 -3%
OPA
1158
Old Port Advisors
Maine
$802K +$42.8K +356 +6%
PIA
1159
Powell Investment Advisors
Florida
$800K – – –
PWM
1160
Prentice Wealth Management
New York
$799K +$63.8K +531 +8%
VR
1161
Vision Retirement
New Jersey
$798K -$109K -907 -12%
EF
1162
Empirical Finance
Pennsylvania
$798K +$127K +1,061 +19%
PPWP
1163
Premier Path Wealth Partners
New Jersey
$792K -$24.8K -206 -3%
LW
1164
Linscomb Wealth
Texas
$789K -$496K -4,124 -38%
LAM
1165
Lewis Asset Management
California
$781K -$26.9K -224 -3%
EM
1166
ELCO Management
New York
$779K -$125K -1,040 -14%
PAS
1167
PKS Advisory Services
New York
$779K -$614K -5,108 -44%
LIA
1168
Limestone Investment Advisors
New York
$773K -$160K -1,328 -17%
POIA
1169
Pin Oak Investment Advisors
Texas
$772K +$360 +3 +0%
ATS
1170
Ashton Thomas Securities
New York
$768K +$119K +993 +18%
UAG
1171
United Advisor Group
Ohio
$765K +$132K +1,100 +20%
LCWP
1172
Legacy Capital Wealth Partners
Arkansas
$765K +$182K +1,518 +30%
SMA
1173
Sage Mountain Advisors
Georgia
$764K +$49.4K +411 +7%
SCP
1174
Sivia Capital Partners
California
$764K +$469K +3,900 +150%
CFMC
1175
Curbstone Financial Management Corp
New Hampshire
$761K -$31.2K -260 -4%
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