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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1176
PBMares Wealth Management
Virginia
$364K -$22.8K -211 -5%
CT
1177
Chicago Trust
Illinois
$363K -$40.5K -375 -9%
AC
1178
Apogem Capital
New York
$360K +$3.46K +32 +0.8%
CMTU
1179
Capital Markets Trading (UK)
United Kingdom
$360K +$426K +3,944 New
RWA
1180
Redmont Wealth Advisors
Illinois
$359K +$6.48K +60 +2%
ST
1181
Smithfield Trust
Pennsylvania
$359K +$9.07K +84 +2%
CCA
1182
Covey Capital Advisors
Georgia
$358K – – –
VDI
1183
Vaughan David Investments
Illinois
$356K – – –
TC
1184
Truvestments Capital
Florida
$356K +$225K +2,079 +114%
JAG
1185
Journey Advisory Group
Kentucky
$355K -$12.7K -118 -3%
MAM
1186
Meeder Asset Management
Ohio
$354K +$90.9K +842 +28%
PO
1187
Private Ocean
California
$353K +$158K +1,463 +61%
MCM
1188
Manchester Capital Management
Vermont
$352K – – –
CFS
1189
CRA Financial Services
New Jersey
$352K +$416K +3,853 New
WAAG
1190
Wealth Alliance Advisory Group
Kansas
$344K -$8.1K -75 -2%
PFBT
1191
Parkside Financial Bank & Trust
Missouri
$344K +$1.94K +18 +0.5%
HWM
1192
Horizon Wealth Management
Illinois
$344K +$88.3K +818 +28%
WEG
1193
World Equity Group
Illinois
$343K +$2.05K +19 +0.5%
SIM
1194
Stratos Investment Management
Ohio
$343K – – –
TC
1195
Titleist Capital
Texas
$342K -$396K -3,671 -49%
BCM
1196
Brookstone Capital Management
Illinois
$340K +$1.94K +18 +0.5%
GEA
1197
Glen Eagle Advisors
New Jersey
$339K +$21.6K +200 +6%
BFAG
1198
Blackston Financial Advisory Group
Florida
$339K +$376K +3,482 New
EWM
1199
Empirical Wealth Management
Washington
$338K -$97.2K -900 -20%
WMS
1200
Wealth Management Solutions
Pennsylvania
$337K -$96.7K -895 -19%
46 47
48
49 50