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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1226
Washington Trust
Rhode Island
$285K -$5.81K -60 -2%
CC
1227
Courier Capital
New York
$285K – – –
PWA
1228
Phoenix Wealth Advisors
North Carolina
$284K -$7.75K -80 -2%
CC
1229
Corton Capital
Ontario, Canada
$283K +$86.4K +892 +36%
WPP
1230
Whalerock Point Partners
Rhode Island
$283K +$327K +3,376 New
RFN
1231
Redwood Financial Network
Ohio
$282K – – –
WSFS
1232
Wilmington Savings Fund Society
Delaware
$281K – – –
MFGM
1233
Marshall Financial Group (Maryland)
Maryland
$281K +$5.81K +60 +2%
PFGIA
1234
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$194K +2,002 +148%
E
1235
Ergoteles
New York
$280K -$86.2K -890 -21%
APA
1236
Astoria Portfolio Advisors
New York
$280K +$33.7K +348 +12%
JAG
1237
Journey Advisory Group
Kentucky
$279K -$9.69K -100 -3%
CCA
1238
Childress Capital Advisors
Texas
$279K -$4.55K -47 -1%
AC
1239
ASB Consultores
Florida
$279K +$7.36K +76 +2%
APP
1240
Avantax Planning Partners
Iowa
$278K -$97.8K -1,010 -23%
RFA
1241
Resurgent Financial Advisors
Georgia
$278K +$10.4K +107 +3%
AWM
1242
Act Wealth Management
Texas
$276K -$1.36K -14 -0.4%
SW
1243
SlateStone Wealth
Florida
$276K – – –
GWM
1244
Gray Wealth Management
Maine
$274K -$17.4K -180 -5%
MAM
1245
Meeder Asset Management
Ohio
$273K -$60.2K -622 -16%
TWA
1246
TCI Wealth Advisors
Arizona
$273K +$18.9K +195 +6%
SWA
1247
SOA Wealth Advisors
New York
$272K +$51.7K +534 +20%
WPC
1248
Wedmont Private Capital
Pennsylvania
$271K +$21K +217 +7%
SIC
1249
Sigma Investment Counselors
Michigan
$269K -$1.36K -14 -0.4%
CA
1250
Cornerstone Advisory
Maryland
$269K +$291 +3 +0.1%
48 49
50
51 52