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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1201
Phoenix Wealth Advisors
North Carolina
$439K – – –
MBT
1202
Montecito Bank & Trust
California
$436K +$30.7K +230 +7%
PWAG
1203
Polaris Wealth Advisory Group
California
$434K +$2.4K +18 +0.5%
HA
1204
Hofer & Associates
California
$429K +$442K +3,312 New
FA
1205
Faithward Advisors
Pennsylvania
$428K +$667 +5 +0.2%
GC
1206
Gruss & Co
Florida
$427K – – –
HCM
1207
Hollencrest Capital Management
California
$427K +$19.9K +149 +5%
OHWP
1208
Oak Harbor Wealth Partners
North Carolina
$426K +$439K +3,289 New
PPWM
1209
Paragon Private Wealth Management
Kentucky
$426K +$439K +3,290 New
MAG
1210
Mayfair Advisory Group
Alabama
$425K – – –
PRS
1211
Pinkerton Retirement Specialists
Idaho
$422K -$6.85M -51,396 -94%
SG
1212
Stonnington Group
California
$422K -$293K -2,200 -39%
HWA
1213
HCR Wealth Advisors
California
$421K +$1.87K +14 +0.4%
ZF
1214
Zhang Financial
Michigan
$421K +$434K +3,255 New
ACA
1215
Affinity Capital Advisors
California
$419K – – –
WSFS
1216
Wilmington Savings Fund Society
Delaware
$417K +$118K +888 +38%
5L
1217
55I LLC
Massachusetts
$416K +$20K +150 +5%
SIC
1218
Sigma Investment Counselors
Michigan
$415K – – –
AC
1219
Apogem Capital
New York
$414K -$66.1K -496 -13%
SW
1220
SlateStone Wealth
Florida
$414K +$427K +3,200 New
SAS
1221
Stelac Advisory Services
New York
$412K -$887K -6,651 -68%
C
1222
CEDRUS
Colorado
$412K +$425K +3,184 New
ESCM
1223
Echo Street Capital Management
New York
$410K -$15.3K -115 -4%
CFIA
1224
Cantor Fitzgerald Investment Advisors
New York
$405K – – –
JDR
1225
Jay D. Rosenbaum
$405K +$417K +3,130 New
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