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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1226
Montecito Bank & Trust
California
$425K -$2.19K -18 -0.5%
C
1227
CEDRUS
Colorado
$422K +$17K +139 +4%
FA
1228
Faithward Advisors
Pennsylvania
$420K – – –
HA
1229
Hofer & Associates
California
$420K – – –
GC
1230
Gruss & Co
Florida
$419K – – –
AWM
1231
Accurate Wealth Management
Florida
$414K +$79.3K +650 +25%
MA
1232
MJP Associates
Connecticut
$413K -$30.9K -253 -7%
ACA
1233
Affinity Capital Advisors
California
$410K -$1.22K -10 -0.3%
AWM
1234
Act Wealth Management
Texas
$410K +$111K +907 +39%
SIC
1235
Sigma Investment Counselors
Michigan
$407K – – –
ACA
1236
Atlas Capital Advisors
Wyoming
$406K -$73.2K -600 -16%
SW
1237
SlateStone Wealth
Florida
$406K – – –
AWA
1238
Alaska Wealth Advisors
Alaska
$406K +$24.4K +200 +7%
RWP
1239
Ridgecrest Wealth Partners
California
$403K -$107K -875 -22%
ZB
1240
Zions Bancorporation
Utah
$403K +$92.7K +760 +32%
RFA
1241
Resurgent Financial Advisors
Georgia
$401K +$385K +3,158 New
SPP
1242
Single Point Partners
Massachusetts
$399K +$83.9K +688 +28%
SAS
1243
Sanford Advisory Services
Michigan
$398K +$22K +180 +6%
BCM
1244
Brookstone Capital Management
Illinois
$397K -$763K -6,252 -64%
CFIA
1245
Cantor Fitzgerald Investment Advisors
New York
$397K – – –
SGA
1246
Seaport Global Advisors
Massachusetts
$396K -$549K -4,498 -59%
TWA
1247
TCI Wealth Advisors
Arizona
$395K -$43.9K -360 -10%
CCG
1248
Chatham Capital Group
Georgia
$395K +$380K +3,112 New
AA
1249
AlphaMark Advisors
Kentucky
$394K – – –
OBWG
1250
Onyx Bridge Wealth Group
New York
$394K – – –
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