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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1401
Monograph Wealth Advisors
California
$250K – – –
DMBA
1402
Deseret Mutual Benefit Administrators
Utah
$248K -$21.6K -207 -8%
BA
1403
Bristlecone Advisors
Washington
$247K – – –
BWM
1404
Baystate Wealth Management
Massachusetts
$247K -$121K -1,165 -34%
T
1405
TRUADVICE
Florida
$247K – – –
LCM
1406
Laurion Capital Management
New York
$246K +$240K +2,300 New
VCP
1407
Vista Capital Partners
Oregon
$244K – – –
VAS
1408
Vestmark Advisory Solutions
Massachusetts
$242K -$280K -2,687 -54%
LFA
1409
Landmark Financial Advisors
Kentucky
$241K +$235K +2,254 New
CPSC
1410
Carl P. Sherr & Co
Massachusetts
$241K – – –
GWM
1411
GSB Wealth Management
Connecticut
$239K +$1.56K +15 +0.7%
KWS
1412
Keystone Wealth Services
California
$239K – – –
LPT
1413
Legacy Private Trust
Wisconsin
$239K – – –
BFG
1414
Bouchey Financial Group
New York
$238K +$232K +2,224 New
CWM
1415
Concentric Wealth Management
California
$237K – – –
GS
1416
Gagnon Securities
New York
$236K -$15K -144 -6%
BAM
1417
Bosun Asset Management
Illinois
$236K -$111K -1,068 -33%
TCM
1418
Teza Capital Management
Illinois
$234K -$3.34M -32,049 -94%
PP
1419
Patten & Patten
Tennessee
$234K +$227K +2,184 New
IA
1420
IFG Advisory
Georgia
$233K +$227K +2,176 New
GWS
1421
Glassman Wealth Services
Virginia
$232K +$85.8K +824 +61%
AWM
1422
Aprio Wealth Management
Georgia
$232K +$226K +2,168 New
SAF
1423
Smith Anglin Financial
Texas
$232K +$1.56K +15 +0.7%
MIM
1424
Morningstar Investment Management
Illinois
$232K – – –
RA
1425
Rise Advisors
New York
$231K +$44.7K +429 +25%
55 56
57
58 59