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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1226
Outlook Wealth Advisors
Texas
$252K +$7.54K +65 +3%
NFG
1227
Nadler Financial Group
Illinois
$252K +$251K +2,165 New
CSPIA
1228
Cary Street Partners Investment Advisory
Virginia
$251K +$29K +250 +13%
LNWWM
1229
Laird Norton Wetherby Wealth Management
California
$250K +$696 +6 +0.3%
PPW
1230
Parcion Private Wealth
Washington
$250K +$235K +2,028 New
FFA
1231
First Foundation Advisors
California
$250K +$249K +2,147 New
FAM
1232
Flaharty Asset Management
Florida
$249K +$248K +2,138 New
CFD
1233
Creative Financial Designs
Indiana
$248K -$42.8K -369 -15%
FNT
1234
First National Trust
Pennsylvania
$247K – – –
MWPCG
1235
Measured Wealth Private Client Group
New Hampshire
$245K -$11.6K -100 -5%
CFG
1236
Citizens Financial Group
Rhode Island
$244K -$791K -6,819 -76%
MWM
1237
Maltin Wealth Management
New Jersey
$244K +$243K +2,093 New
BPCE
1238
Bank Pictet & Cie (Europe)
Germany
$244K +$244K +2,100 New
SRC
1239
Sage Rhino Capital
California
$242K +$241K +2,077 New
GWS
1240
Glassman Wealth Services
Virginia
$241K +$21.1K +182 +10%
AWM
1241
Act Wealth Management
Texas
$240K – – –
NHC
1242
Nicholas Hoffman & Company
Georgia
$240K – – –
VCM
1243
Virtue Capital Management
Tennessee
$239K +$238K +2,055 New
BWM
1244
Baystate Wealth Management
Massachusetts
$238K – – –
CC
1245
Chicago Capital
Illinois
$238K +$238K +2,050 New
WP
1246
WealthShield Partners
North Carolina
$237K +$36.4K +314 +18%
GAG
1247
GM Advisory Group
New York
$237K +$236K +2,033 New
PP
1248
Pegasus Partners
Wisconsin
$237K +$236K +2,035 New
PWM
1249
Purus Wealth Management
California
$236K +$236K +2,033 New
FFG
1250
Frisch Financial Group
New York
$235K +$234K +2,017 New
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