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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OQS
1226
Occudo Quantitative Strategies
Florida
$821K +$830K +4,761 New
BA
1227
Birinyi Associates
Connecticut
$814K +$697 +4 +0.1%
AG
1228
AmeriFlex Group
Nevada
$814K +$801K +4,597 New
MWS
1229
MFA Wealth Services
California
$814K +$823K +4,721 New
UWPG
1230
Ullmann Wealth Partners Group
Florida
$814K +$23.2K +133 +3%
1L
1231
10Elms LLP
Oklahoma
$813K +$821K +4,714 New
PPWM
1232
Paragon Private Wealth Management
Kentucky
$811K +$20.6K +118 +3%
ABLA
1233
Alan B. Lancz & Associates
Ohio
$810K – – –
HWA
1234
Heritage Wealth Advisors
Virginia
$809K -$65.9K -378 -7%
CCA
1235
Checchi Capital Advisers
California
$809K +$3.31K +19 +0.4%
VWA
1236
Visionary Wealth Advisors
Illinois
$809K -$111K -638 -12%
V
1237
ViaWealth
Kansas
$808K -$29.8K -171 -4%
WA
1238
WealthTrust Axiom
Pennsylvania
$807K -$297K -1,704 -27%
AR
1239
Advisory Research
Illinois
$805K -$261K -1,500 -24%
CFSG
1240
Community Financial Services Group
Vermont
$804K -$174K -1,000 -18%
TPI
1241
Trust Point Inc
Wisconsin
$803K +$3.66K +21 +0.5%
TCM
1242
Thoma Capital Management
Maryland
$800K +$809K +4,642 New
HCM
1243
Howard Capital Management
Georgia
$800K +$46.2K +265 +6%
HWA
1244
HHM Wealth Advisors
Tennessee
$799K -$116K -668 -13%
CA
1245
Continuum Advisory
Idaho
$797K -$23.9K -137 -3%
LCG
1246
Lakeshore Capital Group
Illinois
$797K +$805K +4,621 New
VCS
1247
Vaughan & Co Securities
New Jersey
$795K -$34K -195 -4%
BA
1248
Bridgewater Associates
Connecticut
$795K +$803K +4,609 New
FPL
1249
Fortress Private Ledger
North Carolina
$790K +$799K +4,584 New
PWMAG
1250
Pinnacle Wealth Management Advisory Group
New Jersey
$789K +$1.04K +6 +0.1%
48 49
50
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