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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1376
Rise Advisors
New York
$359K +$33K +268 +10%
IBOK
1377
Independence Bank of Kentucky
Kentucky
$358K – – –
MTWM
1378
Masso Torrence Wealth Management
New Jersey
$358K +$105K +853 +42%
RCM
1379
RB Capital Management
Nevada
$358K +$2.34K +19 +0.7%
VWM
1380
Venturi Wealth Management
Texas
$357K +$58.8K +478 +20%
WAAG
1381
Wealth Alliance Advisory Group
Kansas
$354K -$9.72K -79 -3%
SPWM
1382
Schrum Private Wealth Management
Florida
$353K -$3.57K -29 -1%
KIG
1383
Kennedy Investment Group
New Jersey
$351K +$2.09K +17 +0.6%
NFSG
1384
Newbridge Financial Services Group
Florida
$350K -$72.4K -588 -17%
SAA
1385
Southeast Asset Advisors
Georgia
$350K – – –
MC
1386
Maverick Capital
Texas
$350K +$348K +2,828 New
AIS
1387
AM Investment Strategies
Tennessee
$350K +$123 +1 +0%
FMII
1388
Farmers & Merchants Investments Inc
Nebraska
$350K +$119K +965 +52%
LA
1389
LVW Advisors
New York
$345K +$115K +936 +51%
OWA
1390
Opal Wealth Advisors
New York
$344K -$12.7K -103 -4%
AA
1391
Advisory Alpha
Michigan
$343K +$79.7K +648 +30%
BF
1392
Brogan Financial
Tennessee
$343K -$2.34K -19 -0.7%
CC
1393
Corton Capital
Ontario, Canada
$342K +$340K +2,766 New
LF
1394
Lantz Financial
Illinois
$342K +$35.7K +290 +12%
CW
1395
Channel Wealth
California
$342K -$39.4K -320 -10%
FCB
1396
First County Bank
Connecticut
$342K +$6.15K +50 +2%
RCM
1397
RNC Capital Management
California
$341K +$339K +2,758 New
NCM
1398
Northside Capital Management
Oregon
$341K – – –
RWP
1399
Ridgecrest Wealth Partners
California
$340K – – –
EF
1400
Empirical Finance
Pennsylvania
$339K -$83.3K -677 -20%
54 55
56
57 58