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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1376
Facet Wealth Inc
Maryland
$483K +$146K +1,217 +42%
SIP
1377
Snowwater Investment Partners
Connecticut
$483K -$3.96K -33 -0.8%
OBWG
1378
Onyx Bridge Wealth Group
New York
$480K -$2.16K -18 -0.4%
AP
1379
Americana Partners
Texas
$480K +$88.8K +739 +22%
IP
1380
Indivisible Partners
Florida
$480K +$281K +2,337 +134%
CA
1381
Commerzbank Aktiengesellschaft
Germany
$479K -$181K -1,509 -27%
VRS
1382
Virginia Retirement Systems
Virginia
$477K +$487K +4,050 New
CF
1383
Carlson Financial
Oregon
$473K -$1.56K -13 -0.3%
EFG
1384
Everest Financial Group
Minnesota
$472K -$961 -8 -0.2%
ABLA
1385
Alan B. Lancz & Associates
Ohio
$471K – – –
PFO
1386
PMG Family Office
Texas
$470K +$14.2K +118 +3%
AU
1387
AlphaGrep UK
$469K +$164K +1,364 +52%
SIC
1388
Salem Investment Counselors
North Carolina
$468K -$159K -1,325 -25%
PA
1389
Procyon Advisors
Connecticut
$467K -$269K -2,241 -36%
HWA
1390
Heritage Wealth Advisors
Virginia
$467K -$33.4K -278 -7%
FAT
1391
First American Trust
California
$467K -$50.5K -420 -10%
PCS
1392
Personal CFO Solutions
New Jersey
$466K +$71.7K +597 +18%
SCM
1393
Shelton Capital Management
Colorado
$466K +$601 +5 +0.1%
TWM
1394
Topsail Wealth Management
North Carolina
$465K +$1.2K +10 +0.3%
AWM
1395
Avior Wealth Management
Nebraska
$465K -$122K -1,019 -20%
SLWA
1396
San Luis Wealth Advisors
California
$465K -$59.1K -492 -11%
SAG
1397
SageView Advisory Group
California
$463K -$4.21K -35 -0.9%
SMWM
1398
Silvia McColl Wealth Management
California
$461K -$10.8K -90 -2%
TCM
1399
Triumph Capital Management
Colorado
$461K +$35.9K +299 +8%
QWP
1400
Quotient Wealth Partners
Texas
$460K +$83.4K +694 +22%
54 55
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