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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1376
Tompkins Financial
New York
$286K +$91.5K +750 +50%
GWS
1377
Glassman Wealth Services
Virginia
$284K +$65.7K +539 +32%
KWS
1378
Keystone Wealth Services
California
$283K – – –
MWM
1379
Maltin Wealth Management
New Jersey
$282K +$854 +7 +0.3%
LTL
1380
Lowery Thomas LLC
California
$282K +$271K +2,218 New
ER
1381
Enlightenment Research
Florida
$279K -$671K -5,500 -71%
TFS
1382
Thoroughbred Financial Services
Tennessee
$279K – – –
HPWM
1383
Highland Private Wealth Management
Washington
$279K +$1.34K +11 +0.5%
ACP
1384
Aveo Capital Partners
Colorado
$277K -$33.7K -276 -11%
HCA
1385
Harbour Capital Advisors
Virginia
$276K – – –
MFG
1386
MidWestOne Financial Group
Iowa
$276K – – –
NFG
1387
Nadler Financial Group
Illinois
$275K – – –
BWP
1388
Bernardo Wealth Planning
Pennsylvania
$274K +$37.1K +304 +16%
OWA
1389
Outlook Wealth Advisors
Texas
$273K +$3.54K +29 +1%
KCM
1390
Kathmere Capital Management
Pennsylvania
$273K +$262K +2,151 New
CC
1391
Callan Capital
California
$270K +$6.34K +52 +3%
BC
1392
Bartlett & Co
Ohio
$268K – – –
VT
1393
Vise Technologies
New York
$268K +$257K +2,108 New
BCWM
1394
Bartlett & Co Wealth Management
Ohio
$268K – – –
MWPCG
1395
Measured Wealth Private Client Group
New Hampshire
$267K – – –
WI
1396
WrapManager Inc
California
$266K -$119K -978 -32%
DDC
1397
DF Dent & Co
Maryland
$266K +$19.6K +161 +8%
JFA
1398
JNBA Financial Advisors
Minnesota
$266K +$22.1K +181 +9%
SI
1399
Saxon Interests
Texas
$265K +$1.46K +12 +0.6%
PCS
1400
Personal CFO Solutions
New Jersey
$265K +$254K +2,086 New
54 55
56
57 58