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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
1251
Financial Partners Group (Kansas)
Kansas
$646K -$2.16K -18 -0.3%
WP
1252
Westmount Partners
California
$644K +$1.92K +16 +0.3%
LA
1253
Legacy Advisors
Pennsylvania
$644K -$61K -508 -8%
MFG
1254
Mosaic Financial Group
Illinois
$644K +$2.16K +18 +0.3%
JWM
1255
Jackson Wealth Management
Florida
$642K -$7.69M -64,015 -92%
FNT
1256
First National Trust
Pennsylvania
$640K -$400K -3,329 -38%
RWP
1257
Revolve Wealth Partners
New Jersey
$639K +$24K +200 +4%
RFA
1258
Resurgent Financial Advisors
Georgia
$639K +$395K +3,286 +153%
NG
1259
Norden Group
Utah
$636K -$74.1K -617 -10%
KA
1260
Kovack Advisors
Florida
$633K -$285K -2,372 -31%
SB
1261
Strategic Blueprint
Georgia
$633K +$21.6K +180 +3%
WCA
1262
Westover Capital Advisors
Delaware
$632K -$189K -1,576 -23%
BAAM
1263
Baker Avenue Asset Management
California
$630K -$23.4K -195 -4%
TBT
1264
Texas Bank & Trust
Texas
$628K -$20.4K -170 -3%
CCFM
1265
Clear Creek Financial Management
Washington
$626K +$39.7K +330 +7%
NS
1266
NBC Securities
Alabama
$624K +$3.24K +27 +0.5%
QFW
1267
QTR Family Wealth
Florida
$624K -$16.3K -136 -3%
TWA
1268
Trace Wealth Advisors
California
$624K – – –
FFN
1269
Focus Financial Network
Minnesota
$622K +$25.1K +209 +4%
MBT
1270
Montecito Bank & Trust
California
$621K +$26K +216 +4%
VWA
1271
Visionary Wealth Advisors
Illinois
$621K +$7.93K +66 +1%
HSA
1272
HBK Sorce Advisory
Pennsylvania
$620K -$5.77K -48 -1%
MSCM
1273
McElhenny Sheffield Capital Management
Texas
$619K +$69.1K +575 +12%
SF
1274
Symphony Financial
Texas
$617K +$225K +1,872 +54%
BCV
1275
Banque Cantonale Vaudoise
Switzerland
$616K +$363K +3,022 +136%
49 50
51
52 53