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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1276
ViaWealth
Kansas
$761K -$29.3K -193 -4%
NFG
1277
Northbridge Financial Group
Florida
$760K +$750K +4,933 New
VWA
1278
Visionary Wealth Advisors
Illinois
$760K -$66K -434 -8%
BHWM
1279
Bar Harbor Wealth Management
New Hampshire
$760K -$6.69K -44 -0.9%
AP
1280
Americana Partners
Texas
$758K +$551K +3,627 +282%
WA
1281
WealthTrust Axiom
Pennsylvania
$758K -$40.7K -268 -5%
LAM
1282
LOM Asset Management
$755K -$3.04K -20 -0.4%
AFM
1283
Aspetuck Financial Management
Connecticut
$755K – – –
OFG
1284
Oxford Financial Group
Indiana
$751K -$2.91M -19,162 -80%
CSIC
1285
Clifford Swan Investment Counsel
California
$751K -$15.2K -100 -2%
RIA
1286
Regal Investment Advisors
Michigan
$750K -$51.7K -340 -7%
KP
1287
Keel Point
Alabama
$749K -$5.01K -33 -0.7%
VCAM
1288
Van Cleef Asset Management
Ohio
$748K – – –
FCB
1289
First County Bank
Connecticut
$744K +$44.1K +290 +6%
LCG
1290
Lakeshore Capital Group
Illinois
$743K +$15.5K +102 +2%
OWA
1291
Octavia Wealth Advisors
Ohio
$742K +$3.5K +23 +0.5%
BCM
1292
Bienville Capital Management
New York
$742K -$148K -971 -17%
OL
1293
Odyssean LLC
Connecticut
$738K +$728K +4,789 New
DQRIM
1294
Dale Q Rice Investment Management
Washington
$738K – – –
MCWS
1295
McKinley Carter Wealth Services
West Virginia
$737K -$26.3K -173 -3%
IFU
1296
iSAM Funds (UK)
United Kingdom
$731K +$721K +4,745 New
DFCM
1297
Dark Forest Capital Management
Puerto Rico
$729K +$719K +4,732 New
SPC
1298
Spirepoint Private Client
Florida
$725K +$244K +1,608 +52%
ABLA
1299
Alan B. Lancz & Associates
Ohio
$724K – – –
TPWA
1300
TRUE Private Wealth Advisors
Oregon
$724K -$8.51K -56 -1%
50 51
52
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