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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1251
Summit Financial
New Jersey
$377K +$30K +225 +8%
NCP
1252
NexWave Capital Partners
New York
$376K – – –
HWM
1253
Horizon Wealth Management
Illinois
$376K +$388K +2,907 New
EGA
1254
Eagle Global Advisors
Texas
$375K – – –
SAF
1255
Smith Anglin Financial
Texas
$370K +$54.5K +409 +17%
UFF
1256
USA Financial Formulas
Michigan
$367K +$378K +2,835 New
BBA
1257
BLB&B Advisors
Pennsylvania
$364K -$31.3K -235 -8%
CWM
1258
Concentric Wealth Management
California
$364K -$21.3K -160 -5%
LCM
1259
LVM Capital Management
Michigan
$363K – – –
CPC
1260
Cookson Peirce & Co
Pennsylvania
$362K +$1.07K +8 +0.3%
BJL
1261
Brighton Jones LLC
Washington
$359K +$134K +1,002 +57%
PCA
1262
Pallas Capital Advisors
Massachusetts
$358K -$19.5K -146 -4%
ODG
1263
O'Dell Group
Ohio
$357K -$27.1K -203 -7%
QPW
1264
Quantum Private Wealth
Florida
$357K +$368K +2,762 New
SLWA
1265
San Luis Wealth Advisors
California
$356K – – –
TL
1266
Tradewinds LLC
North Carolina
$354K +$361K +2,707 New
MA
1267
MKT Advisors
California
$354K +$423K +3,175 New
FBC
1268
Fairfield, Bush & Co
Connecticut
$353K -$127K -950 -26%
UBV
1269
United Bank (Virginia)
Virginia
$349K – – –
SWA
1270
SOA Wealth Advisors
New York
$348K +$400 +3 +0.1%
WW
1271
Westshore Wealth
California
$348K +$359K +2,690 New
RB
1272
Renasant Bank
Mississippi
$346K -$15.1K -113 -4%
IAG
1273
Investmark Advisory Group
Connecticut
$345K +$356K +2,669 New
AGP
1274
Autumn Glory Partners
Texas
$345K +$356K +2,671 New
CWP
1275
CFM Wealth Partners
Texas
$344K – – –
49 50
51
52 53