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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1226
GC Wealth Management RIA
Massachusetts
$765K +$487K +3,546 +226%
HA
1227
Herold Advisors
New York
$764K -$187K -1,360 -21%
O3W
1228
Omni 360 Wealth
New Jersey
$764K – – –
SIC
1229
Samalin Investment Counsel
New York
$764K +$2.88K +21 +0.4%
SBFM
1230
S-Bank Fund Management
Finland
$763K +$86.7K +631 +14%
NG
1231
Norden Group
Utah
$762K +$7.7K +56 +1%
WH
1232
Willner & Heller
California
$761K +$4.67K +34 +0.7%
MS
1233
Maven Securities
Jersey
$759K +$242K +1,759 +53%
JSW
1234
Journey Strategic Wealth
New Jersey
$758K +$300K +2,182 +76%
GA
1235
Guerra Advisors
Florida
$756K +$120K +873 +21%
SIC
1236
Salem Investment Counselors
North Carolina
$756K -$10.6K -77 -2%
KP
1237
Keel Point
Alabama
$755K +$194K +1,411 +39%
PWMAG
1238
Pinnacle Wealth Management Advisory Group
New Jersey
$754K +$50.6K +368 +8%
LIA
1239
Limestone Investment Advisors
New York
$751K +$690K +5,020 New
WI
1240
WBI Investments
New Jersey
$750K +$454K +3,306 +193%
CSIC
1241
Clifford Swan Investment Counsel
California
$749K +$412 +3 +0.1%
V
1242
ViaWealth
Kansas
$748K +$44.7K +325 +7%
TCM
1243
Thoma Capital Management
Maryland
$748K +$33K +240 +5%
ICA
1244
Infrastructure Capital Advisors
New York
$748K +$687K +5,000 New
OWA
1245
Octavia Wealth Advisors
Ohio
$743K +$17K +124 +3%
LA
1246
LexAurum Advisors
Kansas
$742K -$8.79K -64 -1%
FFA
1247
Fragasso Financial Advisors
Pennsylvania
$741K +$146K +1,063 +27%
MCWS
1248
McKinley Carter Wealth Services
West Virginia
$740K +$15.1K +110 +2%
ACP
1249
Arcus Capital Partners
Georgia
$739K +$7.97K +58 +1%
HCM
1250
Howard Capital Management
Georgia
$736K +$125K +907 +23%
48 49
50
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