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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1226
Clearwater Capital Advisors
Illinois
$404K – – –
RRCM
1227
Rappaport Reiches Capital Management
Illinois
$401K – – –
AA
1228
AlphaMark Advisors
Kentucky
$401K – – –
HFS
1229
Howard Financial Services
Texas
$398K +$133 +1 +0%
SFM
1230
Signet Financial Management
New Jersey
$398K +$9.87K +74 +2%
WI
1231
WrapManager Inc
California
$397K -$39.9K -299 -9%
SC
1232
Sepio Capital
Utah
$395K -$273K -2,050 -40%
SDWIA
1233
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$395K – – –
BRG
1234
Bay Rivers Group
Virginia
$393K +$2.13K +16 +0.5%
MWM
1235
Midwest Wealth Management
Indiana
$392K -$32.7K -245 -7%
TTWM
1236
TCV Trust & Wealth Management
Virginia
$391K – – –
IWA
1237
IVC Wealth Advisors
Pennsylvania
$389K -$96.8K -726 -19%
FC
1238
Ferris Capital
Massachusetts
$388K – – –
SLG
1239
Stanley-Laman Group
Pennsylvania
$388K – – –
AWA
1240
Alaska Wealth Advisors
Alaska
$388K +$400K +3,000 New
LCS
1241
Levin Capital Strategies
New York
$387K -$201K -1,508 -34%
GCM
1242
G2 Capital Management
Ohio
$387K +$399K +2,989 New
WA
1243
Wambolt & Associates
Colorado
$384K +$396K +2,967 New
KWILP
1244
Kiwi Wealth Investments Limited Partnership
New Zealand
$383K -$1.34M -10,024 -77%
WWMSC
1245
Wagner Wealth Management (South Carolina)
South Carolina
$383K +$2.4K +18 +0.6%
PCM
1246
Prelude Capital Management
New York
$383K +$394K +2,957 New
SAS
1247
Sanford Advisory Services
Michigan
$382K +$10K +75 +3%
AC
1248
Avestar Capital
New York
$381K – – –
MFG
1249
Magnus Financial Group
New York
$381K +$933 +7 +0.2%
SC
1250
SouthState Corp
Florida
$379K +$24.1K +181 +7%
48 49
50
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