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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1151
Oak Harbor Wealth Partners
North Carolina
$1.06M +$16.1K +94 +2%
MSFP
1152
Mark Sheptoff Financial Planning
Connecticut
$1.05M – – –
POIA
1153
Pin Oak Investment Advisors
Texas
$1.05M +$1.03M +6,001 +3,572%
LAM
1154
Lewis Asset Management
California
$1.05M +$30.5K +178 +3%
WWM
1155
Waterway Wealth Management
Texas
$1.05M +$1.05M +6,140 New
FPB
1156
First PREMIER Bank
South Dakota
$1.04M – – –
RA
1157
Ransom Advisory
Rhode Island
$1.04M -$685 -4 -0.1%
NDSI
1158
Newman Dignan & Sheerar Inc
Rhode Island
$1.04M -$16.1K -94 -2%
YIA
1159
YHB Investment Advisors
Connecticut
$1.04M +$114K +663 +12%
MAG
1160
M3 Advisory Group
Massachusetts
$1.04M +$19.9K +116 +2%
EWM
1161
Empirical Wealth Management
Washington
$1.04M -$254K -1,481 -20%
RWA
1162
Redhawk Wealth Advisors
Minnesota
$1.04M +$13.9K +81 +1%
AWM
1163
Accurate Wealth Management
Florida
$1.03M -$128K -747 -11%
NAM
1164
NTV Asset Management
West Virginia
$1.03M +$17.1K +100 +2%
GWM
1165
Geneos Wealth Management
Colorado
$1.03M -$52.1K -304 -5%
SCM
1166
Stevens Capital Management
Pennsylvania
$1.03M +$1.03M +6,009 New
TWP
1167
Tyche Wealth Partners
Texas
$1.03M +$857 +5 +0.1%
SACTSONJ
1168
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.03M – – –
LI
1169
LRI Investments
Florida
$1.02M -$123K -715 -11%
GIA
1170
Gladstone Institutional Advisory
Florida
$1.02M -$21.2K -124 -2%
AG
1171
AmeriFlex Group
Nevada
$1.02M +$412K +2,403 +68%
SCM
1172
Shelton Capital Management
Colorado
$1.02M -$292K -1,705 -22%
CD
1173
Chapin Davis
Maryland
$1.01M -$52.9K -309 -5%
GAA
1174
Global Assets Advisory
Florida
$1.01M +$213K +1,241 +26%
PWM
1175
Prentice Wealth Management
New York
$1.01M +$22.3K +130 +2%
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