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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1151
Herold Advisors
New York
$1.03M +$158K +1,042 +19%
FWM
1152
Foguth Wealth Management
Michigan
$1.03M +$981K +6,456 New
SWM
1153
Steinberganna Wealth Management
New York
$1.02M +$9.42K +62 +0.9%
CA
1154
Crewe Advisors
Utah
$1.02M +$3.8K +25 +0.4%
PIA
1155
Powell Investment Advisors
Florida
$1.02M – – –
SLT
1156
St Louis Trust
Missouri
$1.02M +$1.01M +6,621 New
GWMIA
1157
Global Wealth Management Investment Advisory
Florida
$1.02M -$417K -2,742 -29%
GHAM
1158
Gilman Hill Asset Management
Connecticut
$1.01M +$27K +178 +3%
EAM
1159
Erste Asset Management
Austria
$1.01M +$405K +2,666 +69%
CT
1160
Chicago Trust
Illinois
$1.01M -$274K -1,805 -22%
PL
1161
PeakShares LLC
Florida
$1.01M +$992K +6,528 New
NCM
1162
NCM Capital Management
New Jersey
$1.01M +$26.6K +175 +3%
PWM
1163
Purus Wealth Management
California
$1M -$9.12K -60 -0.9%
RA
1164
Ransom Advisory
Rhode Island
$1M +$61.5K +405 +7%
HWA
1165
HCR Wealth Advisors
California
$1M -$29.9K -197 -3%
OHWP
1166
Oak Harbor Wealth Partners
North Carolina
$1M +$47K +309 +5%
JWM
1167
Jeppson Wealth Management
California
$1M -$2.28K -15 -0.2%
LA
1168
Legacy Advisors
Pennsylvania
$999K +$40.6K +267 +4%
LC
1169
LCNB Corp
Ohio
$997K – – –
EPA
1170
Element Pointe Advisors
Florida
$995K -$18.2K -120 -2%
HWM
1171
Heirloom Wealth Management
Colorado
$994K -$241K -1,587 -20%
BCM
1172
BluePath Capital Management
Georgia
$993K +$154K +1,016 +19%
CA
1173
Cullinan Associates
Kentucky
$988K – – –
FDS
1174
First Dallas Securities
Texas
$988K – – –
AWM
1175
Accurate Wealth Management
Florida
$986K -$5.47K -36 -0.6%
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47
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