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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1326
BLB&B Advisors
Pennsylvania
$241K – – –
EWM
1327
Executive Wealth Management
Michigan
$241K +$6.7K +62 +2%
LF
1328
Lantz Financial
Illinois
$240K -$16.2K -150 -5%
RB
1329
Renasant Bank
Mississippi
$240K – – –
CL
1330
Choreo LLC
Illinois
$239K -$648 -6 -0.2%
CW
1331
Cook Wealth
North Carolina
$238K – – –
UFA
1332
US Financial Advisors
Massachusetts
$237K -$280K -2,593 -50%
AFS
1333
Aft Forsyth & Sober
Florida
$237K – – –
CPA
1334
Capital Performance Advisors
California
$237K – – –
RIA
1335
Regal Investment Advisors
Michigan
$235K +$58.9K +545 +27%
SYBT
1336
Stock Yards Bank & Trust
Kentucky
$233K +$65.8K +609 +31%
AWA
1337
Arkadios Wealth Advisors
Georgia
$232K +$70K +648 +34%
SAF
1338
Smith Anglin Financial
Texas
$231K -$31.9K -295 -10%
CWP
1339
CFM Wealth Partners
Texas
$230K -$20.5K -190 -7%
BA
1340
Bristlecone Advisors
Washington
$230K +$272K +2,522 New
SFG
1341
StrategIQ Financial Group
Indiana
$229K – – –
PCM
1342
Princeton Capital Management
New Jersey
$229K +$16.7K +155 +7%
RCM
1343
RB Capital Management
Nevada
$229K +$76.9K +712 +40%
EB
1344
Eastern Bank
Massachusetts
$228K – – –
HAIM
1345
Hunter Associates Investment Management
Pennsylvania
$228K – – –
LPWM
1346
Lake Point Wealth Management
Texas
$228K +$270K +2,500 New
CC
1347
Corton Capital
Ontario, Canada
$227K +$269K +2,491 New
EA
1348
Emerald Advisers
Pennsylvania
$226K -$162K -1,504 -38%
LOAMS
1349
Lombard Odier Asset Management (Switzerland)
Switzerland
$225K -$1.51M -13,945 -85%
IAG
1350
Investmark Advisory Group
Connecticut
$225K -$19.3K -179 -7%
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