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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1351
Southland Equity Partners
Missouri
$513K -$481 -4 -0.1%
WP
1352
WealthPLAN Partners
Nebraska
$512K -$424K -3,528 -45%
RCA
1353
Riverview Capital Advisers
Massachusetts
$510K +$5.53K +46 +1%
BCWM
1354
Bartlett & Co Wealth Management
Ohio
$508K +$36.8K +306 +8%
OF
1355
Optimize Financial
California
$506K -$1.68K -14 -0.3%
SCS
1356
Sound Capital Solutions
Florida
$506K +$517K +4,300 New
HCM
1357
Howard Capital Management
Georgia
$504K +$202K +1,683 +65%
PAM
1358
Panagora Asset Management
Massachusetts
$503K – – –
SIA
1359
Soltis Investment Advisors
Utah
$502K +$44.6K +371 +10%
AIC
1360
Archer Investment Corporation
Indiana
$502K +$240K +2,000 +88%
OWA
1361
Octavia Wealth Advisors
Ohio
$501K -$56K -466 -10%
KBFS
1362
Kohmann Bosshard Financial Services
Ohio
$499K – – –
BWL
1363
Bogart Wealth LLC
Virginia
$498K +$137K +1,140 +37%
GCM
1364
Gables Capital Management
Florida
$495K -$87.7K -730 -15%
HWA
1365
HHM Wealth Advisors
Tennessee
$495K -$4.21K -35 -0.8%
RC
1366
Roundview Capital
New Jersey
$494K -$31.2K -260 -6%
ALAM
1367
Asahi Life Asset Management
Japan
$494K +$505K +4,200 New
EL
1368
Essex LLC
Illinois
$493K +$2.16K +18 +0.4%
DA
1369
Dover Advisors
Virginia
$492K +$841 +7 +0.2%
FM
1370
Family Management
New York
$492K +$4.57K +38 +0.9%
PWMAG
1371
Pinnacle Wealth Management Advisory Group
New Jersey
$490K +$39.8K +331 +9%
SFG
1372
Shum Financial Group
California
$489K -$1.92K -16 -0.4%
PCM
1373
Polymer Capital Management
New York
$488K +$53.6K +446 +12%
TL
1374
Tradewinds LLC
North Carolina
$488K -$83.6K -696 -25%
WA1
1375
Wimmer Associates 1
California
$488K – – –
53 54
55
56 57