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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1351
Forefront Wealth Management
Pennsylvania
$225K – – –
PP
1352
Patten & Patten
Tennessee
$225K +$432 +4 +0.2%
CW
1353
Connectus Wealth
Ohio
$224K -$542K -5,016 -67%
EP
1354
Eudaimonia Partners
Tennessee
$224K -$16.3K -151 -6%
SAA
1355
Southeast Asset Advisors
Georgia
$224K – – –
NCM
1356
Novare Capital Management
North Carolina
$224K +$265K +2,453 New
PWAG
1357
Polaris Wealth Advisory Group
California
$221K -$100K -927 -28%
RC
1358
Reik & Co
New York
$221K – – –
MCC
1359
Money Concepts Capital
Florida
$220K -$254K -2,350 -50%
PA
1360
Procyon Advisors
Connecticut
$220K -$10.4K -96 -4%
FA
1361
Faithward Advisors
Pennsylvania
$219K -$97.2K -900 -27%
SHFA
1362
SC&H Financial Advisors
Maryland
$218K -$204K -1,885 -44%
DWM
1363
Doyle Wealth Management
Florida
$218K – – –
RIM
1364
Regent Investment Management
Kentucky
$217K – – –
ACP
1365
Aveo Capital Partners
Colorado
$217K +$20.5K +190 +9%
SS
1366
Sunbelt Securities
Texas
$217K +$56.9K +527 +28%
MMA
1367
Miracle Mile Advisors
California
$217K +$68.9K +638 +37%
ACS
1368
Archford Capital Strategies
Illinois
$214K – – –
VWM
1369
Vigilare Wealth Management
Arizona
$213K -$127K -1,179 -34%
AC
1370
Abbrea Capital
California
$213K -$3.78K -35 -1%
LPT
1371
Legacy Private Trust
Wisconsin
$213K – – –
SICM
1372
Sustainable Insight Capital Management
New York
$213K +$239K +2,210 New
TH
1373
TCTC Holdings
Texas
$212K – – –
BWP
1374
Bernardo Wealth Planning
Pennsylvania
$212K +$18.1K +168 +8%
PIA
1375
Perennial Investment Advisors
California
$211K – – –
53 54
55
56 57