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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1251
Jackson Wealth Management
Florida
$642K -$7.69M -64,015 -92%
FNT
1252
First National Trust
Pennsylvania
$640K -$400K -3,329 -38%
RWP
1253
Revolve Wealth Partners
New Jersey
$639K +$24K +200 +4%
RFA
1254
Resurgent Financial Advisors
Georgia
$639K +$395K +3,286 +153%
NG
1255
Norden Group
Utah
$636K -$74.1K -617 -10%
KA
1256
Kovack Advisors
Florida
$633K -$285K -2,372 -31%
SB
1257
Strategic Blueprint
Georgia
$633K +$21.6K +180 +3%
WCA
1258
Westover Capital Advisors
Delaware
$632K -$189K -1,576 -23%
BAAM
1259
Baker Avenue Asset Management
California
$630K -$23.4K -195 -4%
TBT
1260
Texas Bank & Trust
Texas
$628K -$20.4K -170 -3%
CCFM
1261
Clear Creek Financial Management
Washington
$626K +$39.7K +330 +7%
NS
1262
NBC Securities
Alabama
$624K +$3.24K +27 +0.5%
QFW
1263
QTR Family Wealth
Florida
$624K -$16.3K -136 -3%
TWA
1264
Trace Wealth Advisors
California
$624K – – –
FFN
1265
Focus Financial Network
Minnesota
$622K +$25.1K +209 +4%
MBT
1266
Montecito Bank & Trust
California
$621K +$26K +216 +4%
VWA
1267
Visionary Wealth Advisors
Illinois
$621K +$7.93K +66 +1%
HSA
1268
HBK Sorce Advisory
Pennsylvania
$620K -$5.77K -48 -1%
MSCM
1269
McElhenny Sheffield Capital Management
Texas
$619K +$69.1K +575 +12%
SF
1270
Symphony Financial
Texas
$617K +$225K +1,872 +54%
BCV
1271
Banque Cantonale Vaudoise
Switzerland
$616K +$363K +3,022 +136%
MAG
1272
Mayfair Advisory Group
Alabama
$616K +$41.7K +347 +8%
RWC
1273
Rare Wolf Capital
Washington
$614K +$99K +824 +19%
CIG
1274
Cullen Investment Group
Louisiana
$613K -$12.7K -106 -2%
WH
1275
Willner & Heller
California
$612K +$5.77K +48 +0.9%
49 50
51
52 53