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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1176
Silverlake Wealth Management
Vermont
$616K -$44.6K -357 -7%
CA
1177
Cornerstone Advisory
Maryland
$614K +$70.1K +561 +14%
TW
1178
Trajan Wealth
Arizona
$610K +$580K +4,642 New
MWM
1179
MGB Wealth Management
Texas
$608K +$15.6K +125 +3%
MA
1180
MJP Associates
Connecticut
$603K +$42.3K +339 +8%
MWM
1181
Mission Wealth Management
California
$603K -$327K -2,615 -36%
GI
1182
GAMMA Investing
California
$602K +$109K +869 +23%
MSAM
1183
Moloney Securities Asset Management
Missouri
$601K +$9.87K +79 +2%
LGA
1184
Lebenthal Global Advisors
New York
$599K +$6.74K +54 +1%
BWP
1185
BSW Wealth Partners
Colorado
$599K +$10.5K +84 +2%
SLWA
1186
San Luis Wealth Advisors
California
$598K -$7.37K -59 -1%
GT
1187
Greenleaf Trust
Michigan
$594K +$179K +1,437 +47%
GCA
1188
Gradient Capital Advisors
California
$589K – – –
MBT
1189
Montecito Bank & Trust
California
$589K -$119K -955 -18%
PPWP
1190
Premier Path Wealth Partners
New Jersey
$588K +$15.5K +124 +3%
SAG
1191
SageView Advisory Group
California
$588K -$185K -1,482 -25%
AF
1192
Alerus Financial
North Dakota
$588K -$3.5K -28 -0.6%
LC
1193
Lindbrook Capital
California
$587K +$26.2K +210 +5%
AWM
1194
Accurate Wealth Management
Florida
$585K +$51.6K +413 +9%
KFP
1195
KMG Fiduciary Partners
Ohio
$582K -$130K -1,037 -19%
CCFM
1196
Clear Creek Financial Management
Washington
$578K +$9.37K +75 +2%
AC
1197
Avory & Company
Florida
$578K -$460K -3,681 -46%
CCA
1198
Checchi Capital Advisers
California
$577K +$38.3K +307 +8%
MCM
1199
Manchester Capital Management
Vermont
$577K +$38.2K +306 +7%
CWA
1200
CM Wealth Advisors
Ohio
$573K +$589K +4,718 New
46 47
48
49 50