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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
1226
SYSTM Wealth Solutions
Illinois
$275K -$98.4K -1,114 -26%
SMWM
1227
Silvia McColl Wealth Management
California
$274K – – –
RRCM
1228
Rappaport Reiches Capital Management
Illinois
$273K – – –
HFS
1229
Howard Financial Services
Texas
$271K +$88 +1 +0%
EF
1230
Empowered Funds
Pennsylvania
$270K +$272K +3,074 New
BWL
1231
Bogart Wealth LLC
Virginia
$269K -$1.59K -18 -0.6%
SC
1232
Sepio Capital
Utah
$269K +$972 +11 +0.4%
FFA
1233
Fragasso Financial Advisors
Pennsylvania
$267K +$14.5K +164 +6%
CCFM
1234
Clear Creek Financial Management
Washington
$267K +$22.2K +251 +9%
EW
1235
Evoke Wealth
California
$265K -$179K -2,029 -40%
TAM
1236
Titleist Asset Management
Texas
$265K +$267K +3,021 New
CIC
1237
Carnegie Investment Counsel
Ohio
$265K -$70.8K -802 -21%
PIA
1238
Perennial Investment Advisors
California
$265K +$5.83K +66 +2%
FWM
1239
Forefront Wealth Management
Pennsylvania
$265K – – –
HKIMG
1240
Hutchens & Kramer Investment Management Group
Indiana
$264K – – –
KBFS
1241
Kohmann Bosshard Financial Services
Ohio
$264K – – –
HCA
1242
Harbour Capital Advisors
Virginia
$263K +$267K +3,025 New
FMII
1243
Farmers & Merchants Investments Inc
Nebraska
$263K -$374K -4,230 -59%
LCS
1244
Levin Capital Strategies
New York
$263K – – –
CCWM
1245
Cassaday & Co Wealth Management
Virginia
$261K +$1.24K +14 +0.5%
OBWG
1246
Onyx Bridge Wealth Group
New York
$261K -$13.2K -150 -5%
KP
1247
Keel Point
Alabama
$258K -$69.5K -787 -21%
ODG
1248
O'Dell Group
Ohio
$257K +$265 +3 +0.1%
RWMG
1249
Redwood Wealth Management Group
New Jersey
$257K -$17.7K -200 -6%
MWM
1250
Mattern Wealth Management
Kansas
$257K +$258K +2,922 New
48 49
50
51 52