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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1251
Bridgefront Capital
Texas
$292K +$272K +3,145 New
SWM
1252
Selective Wealth Management
Virginia
$291K +$269K +3,114 New
SMWM
1253
Silvia McColl Wealth Management
California
$290K – – –
CW
1254
Channel Wealth
California
$290K -$95.2K -1,102 -26%
RRCM
1255
Rappaport Reiches Capital Management
Illinois
$289K – – –
BJL
1256
Brighton Jones LLC
Washington
$289K +$50.5K +585 +23%
CCFM
1257
Clear Creek Financial Management
Washington
$289K +$5.7K +66 +2%
OWP
1258
Obermeyer Wealth Partners
Colorado
$288K -$6.74K -78 -2%
HFS
1259
Howard Financial Services
Texas
$287K +$86 +1 +0%
HCA
1260
Harbour Capital Advisors
Virginia
$287K – – –
MA
1261
MJP Associates
Connecticut
$286K +$52.6K +609 +25%
CCA
1262
Clearwater Capital Advisors
Illinois
$286K +$22.8K +264 +9%
VT
1263
Vise Technologies
New York
$285K -$130K -1,508 -33%
BWL
1264
Bogart Wealth LLC
Virginia
$285K – – –
FFA
1265
Fragasso Financial Advisors
Pennsylvania
$285K +$1.99K +23 +0.8%
SC
1266
Sepio Capital
Utah
$284K -$950 -11 -0.4%
MWM
1267
Mattern Wealth Management
Kansas
$284K +$11.7K +135 +5%
QPW
1268
Quantum Private Wealth
Florida
$283K -$432K -5,000 -62%
GLA
1269
Great Lakes Advisors
Illinois
$282K +$262K +3,029 New
CIC
1270
Carnegie Investment Counsel
Ohio
$281K – – –
HKIMG
1271
Hutchens & Kramer Investment Management Group
Indiana
$279K – – –
AFM
1272
Armstrong Fleming & Moore
District of Columbia
$279K +$259K +3,000 New
LCS
1273
Levin Capital Strategies
New York
$278K – – –
CCWM
1274
Cassaday & Co Wealth Management
Virginia
$278K +$1.3K +15 +0.5%
LJAC
1275
L.J. Altfest & Co
New York
$277K +$22.2K +257 +9%
49 50
51
52 53