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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1376
MFA Wealth Advisors
Pennsylvania
$336K +$1.3K +12 +0.5%
IAG
1377
Investmark Advisory Group
Connecticut
$335K +$5.73K +53 +2%
SAW
1378
Signal Advisors Wealth
Michigan
$334K +$276K +2,550 New
KWA
1379
Kellett Wealth Advisors
Ohio
$333K -$32.1K -297 -10%
CFS
1380
CRA Financial Services
New Jersey
$333K – – –
SHFA
1381
SC&H Financial Advisors
Maryland
$331K -$94.3K -872 -26%
FMWA
1382
Forvis Mazars Wealth Advisors
Missouri
$330K -$10.8K -100 -4%
WA
1383
Wealth Alliance
New York
$328K -$118K -1,087 -30%
OPPS
1384
Obsidian Personal Planning Solutions
Maryland
$327K – – –
NA
1385
Navellier & Associates
Nevada
$327K +$54.1K +500 +25%
CAL
1386
Capital Advisors Ltd
Ohio
$327K +$14.4K +133 +6%
PC
1387
Port Capital
Illinois
$326K -$4.87K -45 -2%
DWT
1388
Dorsey & Whitney Trust
South Dakota
$326K +$14.8K +137 +6%
MWA
1389
Monograph Wealth Advisors
California
$324K +$14.8K +137 +6%
BBA
1390
Braun-Bostich & Associates
Pennsylvania
$322K +$1.3K +12 +0.5%
SWM
1391
Selective Wealth Management
Virginia
$321K – – –
LF
1392
Lantz Financial
Illinois
$321K -$2.81K -26 -1%
AWM
1393
Aprio Wealth Management
Georgia
$319K +$29K +268 +12%
CWP
1394
CFM Wealth Partners
Texas
$318K -$1.51K -14 -0.6%
TWA
1395
Tandem Wealth Advisors
Arizona
$318K -$8.01K -74 -3%
NP
1396
Nilsine Partners
Colorado
$317K -$220K -2,034 -46%
RC
1397
Reik & Co
New York
$317K – – –
SDWIA
1398
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$317K +$262K +2,423 New
LAS
1399
LWM Advisory Services
Florida
$317K – – –
VCM
1400
Versant Capital Management
Arizona
$316K +$757 +7 +0.3%
54 55
56
57 58