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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1251
WealthTrust Axiom
Pennsylvania
$654K +$325 +2 +0%
V
1252
ViaWealth
Kansas
$654K -$1.14K -7 -0.1%
VCP
1253
Verus Capital Partners
Arizona
$654K -$69.5K -428 -8%
PWMAG
1254
Pinnacle Wealth Management Advisory Group
New Jersey
$653K +$15.7K +97 +2%
AR
1255
Advisory Research
Illinois
$652K – – –
LCG
1256
Lakeshore Capital Group
Illinois
$652K +$7.3K +45 +1%
EA
1257
Everpar Advisors
Oklahoma
$651K -$31.8K -196 -4%
CCWM
1258
Cassaday & Co Wealth Management
Virginia
$651K +$152K +936 +25%
GLA
1259
Great Lakes Advisors
Illinois
$650K -$109K -672 -13%
PCS
1260
Personal CFO Solutions
New Jersey
$648K +$26.8K +165 +4%
CA
1261
Continuum Advisory
Idaho
$646K – – –
QI
1262
Qtron Investments
Massachusetts
$641K -$605K -3,730 -45%
GAM
1263
Guinness Asset Management
United Kingdom
$641K -$48.5K -299 -6%
HWA
1264
HHM Wealth Advisors
Tennessee
$641K -$8.12K -50 -1%
HWA
1265
Heritage Wealth Advisors
Virginia
$641K -$17.7K -109 -2%
LWL
1266
Leo Wealth LLC
Texas
$640K -$400K -2,465 -35%
AFM
1267
Aspetuck Financial Management
Connecticut
$639K +$49K +302 +7%
TIA
1268
Tandem Investment Advisors
South Carolina
$639K +$8.6K +53 +1%
PWMA
1269
Pension & Wealth Management Advisors
Massachusetts
$638K +$583K +3,592 +369%
CC
1270
Courier Capital
New York
$637K +$99.5K +613 +16%
MCCP
1271
Mission Creek Capital Partners
California
$636K -$346K -2,130 -32%
VCM
1272
Virtue Capital Management
Tennessee
$635K +$740K +4,560 New
DI
1273
Disciplined Investors
Texas
$634K +$6.01K +37 +0.8%
BA
1274
Bridgewater Associates
Connecticut
$633K -$13.1K -81 -2%
FC
1275
Fairscale Capital
New Hampshire
$629K +$162 +1 +0%
49 50
51
52 53