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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1401
SOA Wealth Advisors
New York
$405K +$277 +2 +0.1%
DFG
1402
Delta Financial Group
New Jersey
$404K -$1.94K -14 -0.5%
FMC
1403
First Merchants Corp
Indiana
$401K +$30.7K +221 +9%
NP
1404
Nilsine Partners
Colorado
$401K +$30.7K +221 +9%
PP
1405
Patten & Patten
Tennessee
$400K – – –
IAG
1406
Investmark Advisory Group
Connecticut
$399K +$8.32K +60 +2%
TC
1407
Truvestments Capital
Florida
$399K +$61.2K +441 +20%
CAM
1408
Creekmur Asset Management
Illinois
$398K – – –
AFS
1409
Aft Forsyth & Sober
Florida
$398K +$361K +2,600 New
QWP
1410
Quotient Wealth Partners
Texas
$398K +$109K +785 +43%
MSA
1411
Marino Stram & Associates
Massachusetts
$398K +$139 +1 +0%
CFS
1412
CRA Financial Services
New Jersey
$397K +$6.94K +50 +2%
SPL
1413
Smart Portfolios LLC
Washington
$397K -$2.08K -15 -0.6%
FCP
1414
Fidelis Capital Partners
Florida
$396K +$8.6K +62 +3%
OWA
1415
Opal Wealth Advisors
New York
$395K -$27.6K -199 -7%
FBC
1416
Fairfield, Bush & Co
Connecticut
$392K -$83.1K -599 -19%
SPC
1417
Spirepoint Private Client
Florida
$389K +$1.94K +14 +0.6%
AIM
1418
Anchor Investment Management
South Carolina
$388K -$24.3K -175 -6%
GFS
1419
GYL Financial Synergies
Connecticut
$388K +$6.1K +44 +2%
SHFA
1420
SC&H Financial Advisors
Maryland
$388K – – –
SAM
1421
Smartleaf Asset Management
Massachusetts
$388K +$169K +1,218 +95%
TAM
1422
Trillium Asset Management
Massachusetts
$385K – – –
SAW
1423
Signal Advisors Wealth
Michigan
$384K +$1.39K +10 +0.4%
MTC
1424
McDaniel Terry & Co
Texas
$383K +$111K +800 +47%
WHG
1425
Westwood Holdings Group
Texas
$380K -$516K -3,719 -60%
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