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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1326
IRON Financial
Illinois
$483K +$555 +4 +0.1%
APP
1327
Avantax Planning Partners
Iowa
$483K -$33K -238 -7%
WA
1328
Wealth Alliance
New York
$482K +$70.5K +508 +19%
RRCM
1329
Rappaport Reiches Capital Management
Illinois
$480K +$555 +4 +0.1%
AO
1330
Advisor OS
Illinois
$478K -$778K -5,611 -64%
RBC
1331
Romano Brothers & Co
Illinois
$478K -$41.6K -300 -9%
MHIC
1332
Marble Harbor Investment Counsel
Massachusetts
$475K – – –
MA
1333
Montag & Associates
Georgia
$475K -$55.5K -400 -11%
FA
1334
Faithward Advisors
Pennsylvania
$474K -$3.05K -22 -0.7%
WW
1335
Westshore Wealth
California
$471K -$7.21K -52 -2%
LEA
1336
Legacy Edge Advisors
New York
$469K -$11.2K -81 -3%
VP
1337
Verum Partners
North Carolina
$469K +$2.22K +16 +0.5%
MCA
1338
MSH Capital Advisors
Arizona
$468K -$12.5K -90 -3%
HA
1339
Hofer & Associates
California
$466K -$9.85K -71 -2%
RA
1340
Rise Advisors
New York
$465K +$19.3K +139 +5%
DPI
1341
Diversified Portfolios Inc
Michigan
$465K -$1.8K -13 -0.4%
CG
1342
Cynosure Group
Utah
$464K +$92.5K +667 +22%
GA
1343
GSG Advisors
New Jersey
$463K +$13K +94 +3%
GFP
1344
Gryphon Financial Partners
Ohio
$462K -$1.11K -8 -0.3%
SMWM
1345
Silvia McColl Wealth Management
California
$461K – – –
MWM
1346
Meridian Wealth Management
Kentucky
$460K +$64.8K +467 +18%
BWL
1347
Bogart Wealth LLC
Virginia
$460K – – –
AWA
1348
Alaska Wealth Advisors
Alaska
$459K – – –
AFM
1349
Armstrong Fleming & Moore
District of Columbia
$459K – – –
LFWA
1350
LBJ Family Wealth Advisors
Texas
$459K +$277 +2 +0.1%
52 53
54
55 56