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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1326
Legacy Bridge
Iowa
$206K – – –
MTWM
1327
Masso Torrence Wealth Management
New Jersey
$206K -$140K -1,623 -37%
BFO
1328
Boston Family Office
Massachusetts
$205K -$33K -382 -12%
ML
1329
McAdam LLC
Pennsylvania
$205K +$137K +1,581 New
ZIM
1330
Zacks Investment Management
Illinois
$205K +$239K +2,763 New
CFO
1331
Collective Family Office
Pennsylvania
$204K -$212K -2,450 -47%
BF
1332
Brogan Financial
Tennessee
$204K +$237K +2,748 New
CL
1333
Choreo LLC
Illinois
$203K +$8.72K +101 +4%
CWM
1334
Concentric Wealth Management
California
$203K – – –
CAAS
1335
Capital Asset Advisory Services
Michigan
$202K -$4.84K -56 -2%
UBV
1336
United Bank (Virginia)
Virginia
$200K -$5.18K -60 -2%
WPP
1337
Whalerock Point Partners
Rhode Island
$200K -$58.6K -678 -20%
MCM
1338
Manchester Capital Management
Vermont
$194K +$21.3K +247 +10%
LFG
1339
Larson Financial Group
Missouri
$191K -$43.4K -502 -16%
S
1340
Seeyond
France
$190K -$518 -6 -0.2%
DMBA
1341
Deseret Mutual Benefit Administrators
Utah
$190K -$217K -2,514 -50%
SGA
1342
Seaport Global Advisors
Massachusetts
$187K -$17.3K -200 -7%
EWM
1343
Evermay Wealth Management
Virginia
$186K -$4.75K -55 -2%
SN
1344
Sittner & Nelson
Oregon
$182K +$82K +950 +63%
BC
1345
Bartlett & Co
Ohio
$180K +$8.64K +100 +4%
BCWM
1346
Bartlett & Co Wealth Management
Ohio
$180K +$8.64K +100 +4%
TFGT
1347
TS Financial Group (TSFG)
Illinois
$177K -$17.6K -204 -8%
TWA
1348
Tandem Wealth Advisors
Arizona
$174K +$202K +2,344 New
PFC
1349
Phocas Financial Corp
California
$168K -$108K -1,255 -36%
LWCFA
1350
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$165K -$3.02K -35 -2%
52 53
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55 56