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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1276
Bogart Wealth LLC
Virginia
$340K +$10.9K +105 +3%
IWA
1277
IBEX Wealth Advisors
New Jersey
$339K +$329K +3,164 New
HA
1278
Hofer & Associates
California
$339K – – –
MA
1279
MKT Advisors
California
$337K – – –
AGP
1280
Autumn Glory Partners
Texas
$337K – – –
HFS
1281
Howard Financial Services
Texas
$335K +$4.27K +41 +1%
VDI
1282
Vaughan David Investments
Illinois
$335K -$20.8K -200 -6%
BJL
1283
Brighton Jones LLC
Washington
$335K +$1.87K +18 +0.6%
CW
1284
Channel Wealth
California
$334K – – –
RRCM
1285
Rappaport Reiches Capital Management
Illinois
$333K – – –
GLA
1286
Great Lakes Advisors
Illinois
$332K +$6.98K +67 +2%
SWS
1287
SYSTM Wealth Solutions
Illinois
$331K -$18K -173 -5%
FFA
1288
Fragasso Financial Advisors
Pennsylvania
$331K +$2.08K +20 +0.7%
GAA
1289
Global Assets Advisory
Florida
$330K +$321K +3,082 New
OWP
1290
Obermeyer Wealth Partners
Colorado
$329K -$2.29K -22 -0.7%
SC
1291
Sepio Capital
Utah
$328K – – –
CCFM
1292
Clear Creek Financial Management
Washington
$327K -$5K -48 -2%
WAAG
1293
Wealth Alliance Advisory Group
Kansas
$326K -$57.1K -548 -15%
HCA
1294
Harbour Capital Advisors
Virginia
$324K – – –
CCWM
1295
Cassaday & Co Wealth Management
Virginia
$323K +$2.81K +27 +0.9%
ISL
1296
Ingalls & Snyder LLC
New York
$323K -$96.5K -927 -23%
SMWM
1297
Silvia McColl Wealth Management
California
$322K -$12K -115 -4%
BIA
1298
Bigelow Investment Advisors
Maine
$322K +$8.23K +79 +3%
HKIMG
1299
Hutchens & Kramer Investment Management Group
Indiana
$321K – – –
RRA
1300
Round Rock Advisors
Connecticut
$321K -$146K -1,400 -32%
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