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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1351
Clearwater Capital Advisors
Illinois
$283K -$45K -432 -14%
SFM
1352
Signet Financial Management
New Jersey
$283K +$625 +6 +0.2%
EWM
1353
Evermay Wealth Management
Virginia
$282K +$5.21K +50 +2%
DFG
1354
Delta Financial Group
New Jersey
$282K -$19.2K -184 -7%
GWM
1355
Gray Wealth Management
Maine
$281K +$41.8K +401 +18%
FMWA
1356
Forvis Mazars Wealth Advisors
Missouri
$281K -$119K -1,138 -30%
JDR
1357
Jay D. Rosenbaum
$281K – – –
EP
1358
Edgestream Partners
New Jersey
$280K +$272K +2,615 New
MC
1359
Maverick Capital
Texas
$279K +$271K +2,601 New
AFS
1360
Aft Forsyth & Sober
Florida
$279K – – –
CPA
1361
Capital Performance Advisors
California
$279K – – –
GM
1362
Granger Management
New York
$279K – – –
IIA
1363
IPG Investment Advisors
California
$277K -$7.91K -76 -3%
PI
1364
Putnam Investments
Massachusetts
$277K -$20.6K -198 -7%
LB
1365
Legacy Bridge
Iowa
$276K -$20.8K -200 -7%
SFO
1366
Stokes Family Office
Louisiana
$275K +$25.1K +241 +10%
MWA
1367
MFA Wealth Advisors
Pennsylvania
$274K -$18.7K -180 -7%
SWM
1368
Selective Wealth Management
Virginia
$272K -$52.1K -500 -16%
CFS
1369
CRA Financial Services
New Jersey
$272K +$26.8K +257 +11%
PC
1370
Port Capital
Illinois
$272K +$264K +2,535 New
PCS
1371
Personal CFO Solutions
New Jersey
$268K -$14K -134 -5%
IAG
1372
Investmark Advisory Group
Connecticut
$268K -$23.2K -223 -8%
TWA
1373
Tandem Wealth Advisors
Arizona
$268K -$6.35K -61 -2%
OPPS
1374
Obsidian Personal Planning Solutions
Maryland
$268K – – –
MSA
1375
Marino Stram & Associates
Massachusetts
$267K +$208 +2 +0.1%
53 54
55
56 57