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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1301
INTECH Investment Management
Florida
$406K -$4.04M -37,364 -92%
GT
1302
Greenleaf Trust
Michigan
$404K +$80.3K +742 +32%
BIA
1303
Bigelow Investment Advisors
Maine
$404K +$8.22K +76 +3%
CW
1304
Channel Wealth
California
$403K -$3.79K -35 -1%
KFGK
1305
Keystone Financial Group (Kentucky)
Kentucky
$403K -$31.7K -293 -9%
PGIM
1306
Pacific Global Investment Management
California
$402K -$220K -2,032 -40%
CCWM
1307
Cassaday & Co Wealth Management
Virginia
$402K +$5.73K +53 +2%
WAAG
1308
Wealth Alliance Advisory Group
Kansas
$399K – – –
VC
1309
Veracity Capital
Georgia
$398K +$19.6K +181 +6%
SMWM
1310
Silvia McColl Wealth Management
California
$394K – – –
RIA
1311
Regal Investment Advisors
Michigan
$394K +$23.9K +221 +8%
BWL
1312
Bogart Wealth LLC
Virginia
$393K -$18.4K -170 -5%
AFM
1313
Armstrong Fleming & Moore
District of Columbia
$393K – – –
HKIMG
1314
Hutchens & Kramer Investment Management Group
Indiana
$393K – – –
RRA
1315
Round Rock Advisors
Connecticut
$393K – – –
LEA
1316
Legacy Edge Advisors
New York
$392K +$324K +2,996 New
OWA
1317
Opal Wealth Advisors
New York
$391K -$25.7K -238 -7%
ISL
1318
Ingalls & Snyder LLC
New York
$388K -$6.17K -57 -2%
PCA
1319
Pallas Capital Advisors
Massachusetts
$386K -$35.5K -328 -10%
MA
1320
MKT Advisors
California
$384K – – –
RWMG
1321
Redwood Wealth Management Group
New Jersey
$384K – – –
TA
1322
TFB Advisors
Kansas
$381K -$87.2K -806 -22%
DWMG
1323
DB Wealth Management Group
California
$380K -$76.2K -704 -20%
WF
1324
WoodTrust Financial
Wisconsin
$380K – – –
ACA
1325
Affinity Capital Advisors
California
$380K – – –
51 52
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