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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1351
Next Capital Management
New York
$533K +$3.9K +24 +0.6%
FFO
1352
Fiduciary Family Office
Florida
$533K +$618K +3,810 New
KBFS
1353
Kohmann Bosshard Financial Services
Ohio
$531K -$974 -6 -0.2%
WAM
1354
WNY Asset Management
New York
$529K -$77.3K -476 -11%
PFA
1355
Plotkin Financial Advisors
Maryland
$528K +$3.25K +20 +0.5%
OBWG
1356
Onyx Bridge Wealth Group
New York
$527K +$3.08K +19 +0.5%
TAM
1357
Townsend Asset Management
North Carolina
$527K -$3.73K -23 -0.6%
EW
1358
Evoke Wealth
California
$526K +$3.57K +22 +0.6%
SFG
1359
Sovereign Financial Group
Connecticut
$523K -$4.54K -28 -0.7%
C
1360
Certuity
Florida
$522K -$487 -3 -0.1%
RCM
1361
RNC Capital Management
California
$520K +$104K +640 +21%
PWM
1362
Palumbo Wealth Management
New York
$518K +$42.5K +262 +8%
HT
1363
Headlands Technologies
Illinois
$517K +$601K +3,702 New
CPC
1364
Congress Park Capital
New York
$517K +$601K +3,700 New
MPWT
1365
MassMutual Private Wealth & Trust
Connecticut
$515K -$182K -1,119 -23%
NAS
1366
NWF Advisory Services
California
$515K +$56.8K +350 +11%
EGA
1367
Eagle Global Advisors
Texas
$509K – – –
KP
1368
Keel Point
Alabama
$509K -$48.7K -300 -8%
MWS
1369
MFA Wealth Services
California
$507K -$177K -1,093 -23%
RAM
1370
Readystate Asset Management
Illinois
$507K +$588K +3,625 New
VR
1371
Valued Retirements
Texas
$505K – – –
AA
1372
Alta Advisers
United Kingdom
$504K +$195K +1,200 +50%
ACA
1373
Atlas Capital Advisors
Wyoming
$503K – – –
APP
1374
Avantax Planning Partners
Iowa
$502K +$87.8K +541 +18%
MAP
1375
Moody Aldrich Partners
Massachusetts
$502K +$70K +431 +14%
53 54
55
56 57