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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1276
Mayfair Advisory Group
Alabama
$616K +$41.7K +347 +8%
RWC
1277
Rare Wolf Capital
Washington
$614K +$99K +824 +19%
CIG
1278
Cullen Investment Group
Louisiana
$613K -$12.7K -106 -2%
WH
1279
Willner & Heller
California
$612K +$5.77K +48 +0.9%
IAS
1280
IMA Advisory Services
Colorado
$608K +$439K +3,652 +241%
ANBT
1281
American National Bank & Trust
Texas
$607K -$481 -4 -0.1%
WFA
1282
Wellspring Financial Advisors
Ohio
$603K -$8.17K -68 -1%
FC
1283
Fairscale Capital
New Hampshire
$603K -$120 -1 -0%
GAM
1284
Guinness Asset Management
United Kingdom
$602K -$108K -902 -15%
HKAM
1285
Horizon Kinetics Asset Management
New York
$599K – – –
O3W
1286
Omni 360 Wealth
New Jersey
$599K – – –
JMFC
1287
J.M. Forbes & Co
Massachusetts
$598K -$120 -1 -0%
FMWA
1288
Forvis Mazars Wealth Advisors
Missouri
$595K -$2.76K -23 -0.5%
GHAM
1289
Gilman Hill Asset Management
Connecticut
$593K – – –
MSR
1290
Main Street Research
Connecticut
$593K -$33.8K -281 -5%
TC
1291
Tannin Capital
North Carolina
$592K +$190K +1,584 +46%
GHI
1292
Gross & Hartman Investments
Pennsylvania
$590K +$80.4K +669 +15%
ACP
1293
Arcus Capital Partners
Georgia
$587K – – –
LCG
1294
Lakeshore Capital Group
Illinois
$586K +$5.29K +44 +0.9%
CWM
1295
Chemistry Wealth Management
New York
$585K – – –
BAM
1296
Broyhill Asset Management
North Carolina
$583K – – –
ST
1297
Smithfield Trust
Pennsylvania
$582K – – –
MWS
1298
MFA Wealth Services
California
$582K +$78.3K +652 +15%
CCWM
1299
Cassaday & Co Wealth Management
Virginia
$580K -$21.4K -178 -3%
CIA
1300
Cape Investment Advisory
Georgia
$578K +$165K +1,373 +39%
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