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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1326
Spirepoint Private Client
Florida
$537K -$96.2K -801 -15%
FWP
1327
Forefront Wealth Partners
Texas
$537K +$28.6K +238 +6%
AC
1328
Avestar Capital
New York
$536K +$278K +2,311 +103%
LA
1329
LVW Advisors
New York
$536K +$25.2K +210 +5%
GIA
1330
Guyasuta Investment Advisors
Pennsylvania
$534K -$1.08M -8,962 -66%
CPC
1331
Congress Park Capital
New York
$534K +$78.6K +654 +17%
TPCW
1332
TD Private Client Wealth
New York
$531K +$40.1K +334 +8%
MSFP
1333
Mark Sheptoff Financial Planning
Connecticut
$530K – – –
T
1334
Tableaux
Massachusetts
$529K – – –
MP
1335
McDonald Partners
Ohio
$525K -$24K -200 -4%
CCA
1336
Checchi Capital Advisers
California
$525K +$4.57K +38 +0.9%
GP
1337
Gridiron Partners
Pennsylvania
$524K – – –
SPF
1338
South Plains Financial
Texas
$524K +$87.1K +725 +19%
PCM
1339
Payne Capital Management
New York
$523K +$534K +4,446 New
LAM
1340
L2 Asset Management
Massachusetts
$523K +$59.2K +493 +12%
CC
1341
Courier Capital
New York
$519K +$5.05K +42 +1%
IWA
1342
Icon Wealth Advisors
Texas
$519K +$268K +2,232 +102%
GCA
1343
Gradient Capital Advisors
California
$517K – – –
EA
1344
Everpar Advisors
Oklahoma
$515K +$154K +1,285 +42%
DMBA
1345
Deseret Mutual Benefit Administrators
Utah
$513K -$56.8K -473 -10%
SEP
1346
Southland Equity Partners
Missouri
$513K -$481 -4 -0.1%
WP
1347
WealthPLAN Partners
Nebraska
$512K -$424K -3,528 -45%
RCA
1348
Riverview Capital Advisers
Massachusetts
$510K +$5.53K +46 +1%
BCWM
1349
Bartlett & Co Wealth Management
Ohio
$508K +$36.8K +306 +8%
SCS
1350
Sound Capital Solutions
Florida
$506K +$517K +4,300 New
52 53
54
55 56