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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
1376
Yorktown Management & Research Company
Virginia
$211K – – –
MWM
1377
Maltin Wealth Management
New Jersey
$211K +$9.5K +88 +4%
WF
1378
WoodTrust Financial
Wisconsin
$210K – – –
SF
1379
Symphony Financial
Texas
$210K +$26.6K +246 +12%
MWA
1380
Monograph Wealth Advisors
California
$209K +$2.48K +23 +1%
ALAM
1381
Asahi Life Asset Management
Japan
$208K -$225K -2,083 -48%
OCM
1382
Objective Capital Management
Ohio
$208K – – –
VC
1383
Veracity Capital
Georgia
$208K +$648 +6 +0.3%
MSA
1384
Marino Stram & Associates
Massachusetts
$208K +$3.02K +28 +1%
LFAS
1385
Level Four Advisory Services
Texas
$208K +$43.3K +401 +21%
SWM
1386
Scissortail Wealth Management
Oklahoma
$207K +$173K +1,602 New
NLP
1387
Next Level Private
New York
$206K -$2.4M -22,243 -91%
CCM
1388
Cullen Capital Management
New York
$206K – – –
CWM
1389
Chemistry Wealth Management
New York
$206K +$54K +500 +28%
CPSC
1390
Carl P. Sherr & Co
Massachusetts
$205K – – –
TF
1391
Tompkins Financial
New York
$205K – – –
HWM
1392
Hohimer Wealth Management
Washington
$204K -$13.2K -122 -5%
LTL
1393
Lowery Thomas LLC
California
$204K +$2.38K +22 +1%
HPWM
1394
Highland Private Wealth Management
Washington
$204K +$4K +37 +2%
KWS
1395
Keystone Wealth Services
California
$203K – – –
EWM
1396
Evermay Wealth Management
Virginia
$203K +$23.8K +220 +11%
PGA
1397
Portland Global Advisors
Maine
$201K -$289K -2,675 -55%
SWIM
1398
Smallwood Wealth Investment Management
New Jersey
$200K +$237K +2,193 New
GWS
1399
Glassman Wealth Services
Virginia
$194K -$11.3K -105 -5%
BC
1400
Bartlett & Co
Ohio
$194K +$1.62K +15 +0.7%
54 55
56
57 58