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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWC
1351
Rare Wolf Capital
Washington
$505K +$571K +4,391 New
GCA
1352
Gradient Capital Advisors
California
$505K – – –
FAT
1353
First American Trust
California
$504K -$7.29K -56 -1%
AIM
1354
Advyzon Investment Management
Illinois
$503K +$94.6K +727 +20%
CC
1355
Courier Capital
New York
$503K -$6.5K -50 -1%
SEP
1356
Southland Equity Partners
Missouri
$501K -$86.4K -664 -13%
GHI
1357
Gross & Hartman Investments
Pennsylvania
$500K +$77.8K +598 +16%
TWA
1358
TCI Wealth Advisors
Arizona
$499K +$45.7K +351 +9%
AAS
1359
Annex Advisory Services
Wisconsin
$499K -$25.4K -195 -4%
LA
1360
LVW Advisors
New York
$499K +$5.86K +45 +1%
BCWM
1361
Bartlett & Co Wealth Management
Ohio
$498K -$15.7K -121 -3%
FWP
1362
Forefront Wealth Partners
Texas
$497K +$562K +4,323 New
OF
1363
Optimize Financial
California
$496K +$211K +1,622 +60%
TWM
1364
Trueblood Wealth Management
Ohio
$496K +$5.07K +39 +0.9%
MWS
1365
MFA Wealth Services
California
$494K +$36.8K +283 +7%
RCA
1366
Riverview Capital Advisers
Massachusetts
$493K -$8.33K -64 -1%
PAM
1367
Panagora Asset Management
Massachusetts
$491K – – –
YIA
1368
YHB Investment Advisors
Connecticut
$491K -$316K -2,430 -36%
HWA
1369
Heritage Wealth Advisors
Virginia
$488K – – –
KBFS
1370
Kohmann Bosshard Financial Services
Ohio
$488K -$13K -100 -2%
HWA
1371
HHM Wealth Advisors
Tennessee
$488K -$14.8K -114 -3%
JWA
1372
JFS Wealth Advisors
Pennsylvania
$487K -$11.4K -88 -2%
TWPM
1373
Total Wealth Planning & Management
Florida
$481K -$27.2K -209 -5%
TPCW
1374
TD Private Client Wealth
New York
$481K +$14.1K +108 +3%
ACM
1375
Argent Capital Management
Missouri
$480K -$68.1M -523,506 -99%
53 54
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56 57