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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1251
Marshall Financial Group (Maryland)
Maryland
$301K +$65.9K +610 +23%
SF
1252
Summit Financial
New Jersey
$300K -$17.1K -158 -5%
AC
1253
ASB Consultores
Florida
$297K -$84.8K -785 -19%
SIC
1254
Sigma Investment Counselors
Michigan
$294K +$1.51K +14 +0.4%
CIAS
1255
Capital Investment Advisory Services
North Carolina
$294K +$170K +1,571 +95%
CA
1256
Cornerstone Advisory
Maryland
$293K -$219K -2,025 -39%
RFA
1257
Resurgent Financial Advisors
Georgia
$293K +$5.72K +53 +2%
WWMSC
1258
Wagner Wealth Management (South Carolina)
South Carolina
$292K -$300K -2,774 -46%
AWA
1259
Alaska Wealth Advisors
Alaska
$292K – – –
CCG
1260
Chatham Capital Group
Georgia
$292K +$9.07K +84 +3%
ACA
1261
Atlas Capital Advisors
Wyoming
$292K – – –
RWP
1262
Ridgecrest Wealth Partners
California
$291K +$2.16K +20 +0.6%
MCA
1263
MSH Capital Advisors
Arizona
$291K +$87.8K +813 +34%
HCM
1264
Hollencrest Capital Management
California
$289K -$85K -787 -20%
WW
1265
Westshore Wealth
California
$289K +$8.42K +78 +3%
OBWG
1266
Onyx Bridge Wealth Group
New York
$288K -$73.2K -678 -19%
BFO
1267
Boston Family Office
Massachusetts
$287K -$27K -250 -7%
AIA
1268
Avalon Investment & Advisory
Texas
$287K +$340K +3,144 New
CG
1269
Cynosure Group
Utah
$287K +$340K +3,144 New
IWA
1270
IVC Wealth Advisors
Pennsylvania
$285K +$13.2K +122 +4%
MSAM
1271
Moloney Securities Asset Management
Missouri
$283K +$648 +6 +0.2%
ACA
1272
Affinity Capital Advisors
California
$282K -$15.1K -140 -4%
TWA
1273
TCI Wealth Advisors
Arizona
$280K -$4.64K -43 -1%
HKIMG
1274
Hutchens & Kramer Investment Management Group
Indiana
$278K – – –
SC
1275
Sepio Capital
Utah
$278K – – –
49 50
51
52 53