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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1376
Moss Adams Wealth Advisors
Washington
$622K +$23.1K +152 +4%
LWMM
1377
Legacy Wealth Management (Mississippi)
Mississippi
$622K +$17K +112 +3%
CI
1378
CX Institutional
Indiana
$620K +$35.4K +233 +6%
VA
1379
Valmark Advisers
Ohio
$619K +$25.1K +165 +4%
MWS
1380
MFA Wealth Services
California
$618K +$36.3K +239 +6%
TWM
1381
Topsail Wealth Management
North Carolina
$617K +$308K +2,028 +103%
SC
1382
Saiph Capital
New Jersey
$617K – – –
AWM
1383
Avior Wealth Management
Nebraska
$617K +$39.1K +257 +7%
CWA
1384
CM Wealth Advisors
Ohio
$616K +$607K +3,997 New
SW
1385
SlateStone Wealth
Florida
$616K +$11.4K +75 +2%
TWA
1386
TCI Wealth Advisors
Arizona
$615K +$1.37K +9 +0.2%
TWP
1387
Triad Wealth Partners
Kansas
$615K +$119K +780 +24%
CSPIA
1388
Cary Street Partners Investment Advisory
Virginia
$615K -$23.3K -153 -4%
EA
1389
Everpar Advisors
Oklahoma
$614K -$49.1K -323 -7%
FM
1390
Family Management
New York
$611K +$16.6K +109 +3%
RFN
1391
Redwood Financial Network
Ohio
$603K +$65K +428 +12%
AWM
1392
Ameliora Wealth Management
Switzerland
$603K +$33.7K +222 +6%
ANC
1393
Ames National Corp
Iowa
$601K – – –
GGI
1394
Godsey & Gibb Inc
Virginia
$601K +$8.51K +56 +1%
MO
1395
McMillan Office
Michigan
$601K +$593K +3,900 New
EM
1396
Excalibur Management
Massachusetts
$596K -$25.7K -169 -4%
OFS
1397
OneAscent Financial Services
Alabama
$595K +$15.5K +102 +3%
SFG
1398
Sovereign Financial Group
Connecticut
$594K +$18.8K +124 +3%
RA
1399
RFG Advisory
Alabama
$594K +$8.21K +54 +1%
HCM
1400
Hodges Capital Management
Texas
$593K -$24.3K -160 -4%
54 55
56
57 58