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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1226
McDonald Partners
Ohio
$865K +$59K +388 +7%
RWP
1227
Revolve Wealth Partners
New Jersey
$863K -$37.1K -244 -4%
AA
1228
Advisory Advocates
Michigan
$863K +$851K +5,600 New
SIC
1229
Samalin Investment Counsel
New York
$859K +$64.3K +423 +8%
LI
1230
LRI Investments
Florida
$856K -$64.9K -427 -7%
IA
1231
IFP Advisors
Florida
$848K +$15K +99 +2%
EIP
1232
Essential Investment Partners
Colorado
$846K +$834K +5,488 New
EF
1233
Empirical Finance
Pennsylvania
$846K +$7.29K +48 +0.9%
AC
1234
Avestar Capital
New York
$841K -$122K -805 -13%
MDA
1235
Minot DeBlois Advisors
Massachusetts
$840K +$9.88K +65 +1%
WP
1236
Westmount Partners
California
$838K -$9.73K -64 -1%
MFG
1237
Mosaic Financial Group
Illinois
$838K +$1.82K +12 +0.2%
SIC
1238
Salem Investment Counselors
North Carolina
$834K – – –
CIG
1239
Cullen Investment Group
Louisiana
$833K +$4.1K +27 +0.5%
FMWA
1240
Forvis Mazars Wealth Advisors
Missouri
$824K +$456K +3,003 +128%
MBT
1241
Montecito Bank & Trust
California
$824K -$1.22K -8 -0.1%
ACM
1242
Avalon Capital Management
California
$820K – – –
IAA
1243
Ironsides Asset Advisors
North Carolina
$817K – – –
PWMAG
1244
Pinnacle Wealth Management Advisory Group
New Jersey
$813K -$34.3K -226 -4%
GJWM
1245
Gilliland Jeter Wealth Management
Arkansas
$809K -$4.56K -30 -0.6%
QCIG
1246
Quad-Cities Investment Group
Iowa
$809K – – –
O3W
1247
Omni 360 Wealth
New Jersey
$808K -$2.28K -15 -0.3%
NG
1248
Norden Group
Utah
$807K -$14.4K -95 -2%
RBC
1249
Roble Belko & Company
Pennsylvania
$806K -$8.81K -58 -1%
JSW
1250
Journey Strategic Wealth
New Jersey
$803K +$12.6K +83 +2%
48 49
50
51 52