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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1251
McKinley Carter Wealth Services
West Virginia
$846K +$685 +4 +0.1%
LA
1252
LexAurum Advisors
Kansas
$846K -$1.71K -10 -0.2%
ACP
1253
Arcus Capital Partners
Georgia
$844K +$857 +5 +0.1%
LAM
1254
LOM Asset Management
$840K -$49.7K -290 -6%
KP
1255
Keel Point
Alabama
$836K -$26.6K -155 -3%
GAM
1256
Guinness Asset Management
United Kingdom
$836K +$8.74K +51 +1%
AFM
1257
Aspetuck Financial Management
Connecticut
$836K +$56.5K +330 +7%
SC
1258
Syon Capital
California
$831K +$218K +1,270 +35%
PFA
1259
Pure Financial Advisors
California
$829K +$79K +461 +10%
UWPG
1260
Ullmann Wealth Partners Group
Florida
$829K +$19.9K +116 +2%
VCAM
1261
Van Cleef Asset Management
Ohio
$829K – – –
ATS
1262
Ashton Thomas Securities
New York
$828K +$155K +907 +23%
SC
1263
Sapient Capital
Indiana
$824K +$63.4K +370 +9%
FFN
1264
Focus Financial Network
Minnesota
$823K -$70.1K -409 -8%
OWA
1265
Octavia Wealth Advisors
Ohio
$822K -$25.9K -151 -3%
MCCP
1266
Mission Creek Capital Partners
California
$817K +$14.7K +86 +2%
TPWA
1267
TRUE Private Wealth Advisors
Oregon
$812K – – –
BA
1268
Birinyi Associates
Connecticut
$811K +$1.37K +8 +0.2%
CA
1269
Continuum Advisory
Idaho
$809K +$10.6K +62 +1%
SCM
1270
Sone Capital Management
New York
$807K -$783K -4,570 -49%
LCG
1271
Lakeshore Capital Group
Illinois
$806K +$14.4K +84 +2%
ABLA
1272
Alan B. Lancz & Associates
Ohio
$803K – – –
AR
1273
Advisory Research
Illinois
$797K – – –
WFC
1274
Western Financial Corp
California
$791K -$7.03K -41 -0.9%
1L
1275
10Elms LLP
Oklahoma
$788K – – –
49 50
51
52 53