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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1276
Fairscale Capital
New Hampshire
$589K +$130 +1 +0%
CGPCS
1277
Capital Group Private Client Services
California
$588K -$745K -5,730 -53%
CCWM
1278
Cassaday & Co Wealth Management
Virginia
$587K -$74.5K -573 -10%
AWM
1279
Activest Wealth Management
Florida
$586K +$579K +4,452 +692%
WA
1280
Wealth Alliance
New York
$586K +$69.2K +532 +12%
HKAM
1281
Horizon Kinetics Asset Management
New York
$586K -$411K -3,159 -38%
O3W
1282
Omni 360 Wealth
New Jersey
$586K – – –
KFP
1283
KMG Fiduciary Partners
Ohio
$585K +$108K +828 +19%
JMFC
1284
J.M. Forbes & Co
Massachusetts
$585K +$130K +1,000 +24%
EAM
1285
Erste Asset Management
Austria
$584K -$167K -1,280 -20%
FMWA
1286
Forvis Mazars Wealth Advisors
Missouri
$584K -$34.9K -268 -5%
FFN
1287
Focus Financial Network
Minnesota
$583K -$10.9K -84 -2%
GEA
1288
Glen Eagle Advisors
New Jersey
$583K -$853K -6,554 -56%
MBT
1289
Montecito Bank & Trust
California
$582K -$36.3K -279 -5%
NAM
1290
NTV Asset Management
West Virginia
$581K -$126K -972 -16%
KIC
1291
Kensington Investment Counsel
California
$581K -$95.5K -734 -13%
GHAM
1292
Gilman Hill Asset Management
Connecticut
$580K -$199K -1,527 -23%
FFM
1293
Forum Financial Management
Illinois
$578K -$426K -3,271 -39%
SC
1294
Sapient Capital
Indiana
$578K -$275K -2,117 -30%
SACTSONJ
1295
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$575K -$130K -1,000 -17%
CCFM
1296
Clear Creek Financial Management
Washington
$574K -$154K -1,185 -19%
ACP
1297
Arcus Capital Partners
Georgia
$573K -$131K -1,009 -17%
LCWP
1298
Legacy Capital Wealth Partners
Arkansas
$573K +$648K +4,980 New
AWM
1299
Avior Wealth Management
Nebraska
$572K +$126K +970 +24%
CWM
1300
Chemistry Wealth Management
New York
$571K – – –
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