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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1326
J.M. Forbes & Co
Massachusetts
$614K +$3.44K +25 +0.6%
CA
1327
Cornerstone Advisory
Maryland
$612K -$4.81K -35 -0.8%
NAS
1328
NWF Advisory Services
California
$603K +$48K +349 +9%
FM
1329
Family Management
New York
$601K +$17.2K +125 +3%
FWCM
1330
Ferguson Wellman Capital Management
Oregon
$601K -$13.5K -98 -2%
PCM
1331
Presidio Capital Management
California
$601K +$550 +4 +0.1%
PIA
1332
Perennial Investment Advisors
California
$600K +$26.4K +192 +5%
HCM
1333
Hodges Capital Management
Texas
$600K -$12.4K -90 -2%
NS
1334
NBC Securities
Alabama
$599K +$5.22K +38 +1%
JWCA
1335
J.W. Coons Advisors
Ohio
$599K +$198K +1,440 +56%
CSPIA
1336
Cary Street Partners Investment Advisory
Virginia
$599K +$11.1K +81 +2%
SC
1337
Saiph Capital
New Jersey
$598K +$550K +4,000 New
OFS
1338
OneAscent Financial Services
Alabama
$596K +$23.1K +168 +4%
CRWM
1339
Castle Rock Wealth Management
California
$594K -$895K -6,517 -65%
SIM
1340
Stratos Investment Management
Ohio
$593K +$21K +153 +4%
TWA
1341
TCI Wealth Advisors
Arizona
$593K +$1.92K +14 +0.4%
AWM
1342
Activest Wealth Management
Florida
$593K +$4.95K +36 +0.9%
VA
1343
Valmark Advisers
Ohio
$591K -$3.57K -26 -0.7%
ATS
1344
Ashton Thomas Securities
New York
$589K -$10.3K -75 -2%
CCA
1345
Covey Capital Advisors
Georgia
$586K – – –
LWMM
1346
Legacy Wealth Management (Mississippi)
Mississippi
$586K -$290K -2,114 -35%
ANC
1347
Ames National Corp
Iowa
$583K – – –
BWA
1348
BCU Wealth Advisors
Illinois
$583K +$536K +3,900 New
OBWG
1349
Onyx Bridge Wealth Group
New York
$580K +$14.2K +103 +3%
BWP
1350
Bernardo Wealth Planning
Pennsylvania
$579K +$6.32K +46 +1%
52 53
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