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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
1301
Advisory Research
Illinois
$719K – – –
LS
1302
Livforsakringsbolaget Skandia
Sweden
$719K -$76K -500 -10%
BA
1303
Birinyi Associates
Connecticut
$718K -$12.9K -85 -2%
KFAS
1304
Keating Financial Advisory Services
Kansas
$714K +$703K +4,629 New
UWPG
1305
Ullmann Wealth Partners Group
Florida
$711K – – –
1L
1306
10Elms LLP
Oklahoma
$711K – – –
PPWM
1307
Paragon Private Wealth Management
Kentucky
$711K +$25.8K +170 +4%
VCP
1308
Verus Capital Partners
Arizona
$710K -$608 -4 -0.1%
HL
1309
HeadInvest LLC
Maine
$710K +$700K +4,604 New
MSFP
1310
Mark Sheptoff Financial Planning
Connecticut
$709K -$239K -1,575 -26%
IC
1311
Inscription Capital
Texas
$708K +$162K +1,065 +30%
RWA
1312
Redhawk Wealth Advisors
Minnesota
$708K -$223K -1,470 -24%
MSCM
1313
McElhenny Sheffield Capital Management
Texas
$706K -$625K -4,115 -47%
SB
1314
Strategic Blueprint
Georgia
$705K -$453K -2,982 -39%
WA
1315
Wealth Alliance
New York
$703K -$5.01K -33 -0.7%
NCM
1316
Next Capital Management
New York
$703K +$3.19K +21 +0.5%
YP
1317
YANKCOM Partnership
South Dakota
$701K +$25.7K +169 +4%
TCBWMS
1318
Texas Capital Bank Wealth Management Services
Texas
$700K +$317K +2,084 +85%
AAS
1319
Annex Advisory Services
Wisconsin
$699K +$21.9K +144 +3%
GSIAS
1320
Garden State Investment Advisory Services
New Jersey
$699K -$69.8K -459 -9%
HFM
1321
Harvest Fund Management
China
$699K -$582K -3,828 -46%
PWP
1322
Perfromance Wealth Partners
Illinois
$699K +$254K +1,673 +58%
WFC
1323
Western Financial Corp
California
$694K -$19.3K -127 -3%
GIA
1324
Guyasuta Investment Advisors
Pennsylvania
$694K +$684K +4,500 New
SM
1325
Sweeney & Michel
California
$691K -$66.1K -435 -8%
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