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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ETIA
1276
Epic Trust Investment Advisors
Washington
$344K +$354K +2,656 New
CC
1277
Courier Capital
New York
$343K -$26.7K -200 -7%
GWMIA
1278
Global Wealth Management Investment Advisory
Florida
$343K +$31.2K +234 +10%
BFG
1279
Baron Financial Group
New Jersey
$343K – – –
C
1280
Certuity
Florida
$341K +$9.47K +71 +3%
FPCP
1281
Fort Point Capital Partners
California
$340K +$103K +770 +41%
HCM
1282
Howland Capital Management
Massachusetts
$336K -$78.7K -590 -18%
CL
1283
Choreo LLC
Illinois
$336K -$4.8K -36 -1%
AFS
1284
Aft Forsyth & Sober
Florida
$336K +$347K +2,600 New
AWM
1285
Accurate Wealth Management
Florida
$335K – – –
CA
1286
Carson Advisory
Georgia
$334K +$344K +2,583 New
DWM
1287
Doyle Wealth Management
Florida
$333K -$12K -90 -3%
EWM
1288
Executive Wealth Management
Michigan
$332K +$2K +15 +0.6%
BWL
1289
Bogart Wealth LLC
Virginia
$330K – – –
NCM
1290
Next Capital Management
New York
$329K -$331K -2,483 -49%
PA
1291
Procyon Advisors
Connecticut
$327K -$121K -907 -26%
ACI
1292
Alpha Cubed Investments
California
$326K -$31.5K -236 -9%
SFG
1293
StrategIQ Financial Group
Indiana
$325K – – –
DLG
1294
Daniel L. Goodwin
$324K – – –
DFA
1295
Delta Financial Advisors
Louisiana
$323K – – –
HAIM
1296
Hunter Associates Investment Management
Pennsylvania
$323K – – –
LPWM
1297
Lake Point Wealth Management
Texas
$323K – – –
SC
1298
Searle & Co
Connecticut
$323K – – –
EB
1299
Eastern Bank
Massachusetts
$323K +$333K +2,500 New
FWM
1300
Forefront Wealth Management
Pennsylvania
$320K +$329K +2,471 New
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