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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1426
Dynasty Wealth Management
Florida
$560K +$561K +3,275 New
JWBC
1427
J.W. Burns & Co
New York
$560K – – –
MWA
1428
Medallion Wealth Advisors
Connecticut
$558K +$1.54K +9 +0.3%
BTI
1429
Blue Trust Inc
Georgia
$557K +$17.1K +100 +3%
LWP
1430
LeClair Wealth Partners
Ohio
$557K – – –
PP
1431
PDS Planning
Ohio
$553K +$59.6K +348 +12%
BBA
1432
BLB&B Advisors
Pennsylvania
$553K -$25.7K -150 -4%
SB
1433
SIG Brokerage
New York
$552K +$554K +3,231 New
SIC
1434
Sigma Investment Counselors
Michigan
$551K +$514 +3 +0.1%
TAM
1435
Townsend Asset Management
North Carolina
$549K -$95.3K -556 -15%
TWP
1436
Triad Wealth Partners
Kansas
$549K +$56.2K +328 +11%
APP
1437
Avantax Planning Partners
Iowa
$547K -$101K -587 -15%
BWA
1438
BCU Wealth Advisors
Illinois
$547K -$120K -700 -18%
DA
1439
Dover Advisors
Virginia
$545K – – –
HFS
1440
Howard Financial Services
Texas
$542K +$213K +1,244 +64%
BIG
1441
Brooklyn Investment Group
New York
$542K -$7.03K -41 -1%
MWM
1442
Manske Wealth Management
Texas
$542K -$1.54K -9 -0.3%
1M
1443
1248 Management
Missouri
$541K +$501K +2,926 +1,219%
VR
1444
Valued Retirements
Texas
$540K – – –
SMWM
1445
Silvia McColl Wealth Management
California
$538K -$17.1K -100 -3%
CA
1446
CoreCap Advisors
Michigan
$537K -$1.11M -6,460 -67%
IIA
1447
Integral Investment Advisors
California
$533K +$21.4K +125 +4%
AP
1448
Atwood & Palmer
Missouri
$533K +$3.08K +18 +0.6%
GA
1449
GSG Advisors
New Jersey
$530K +$857 +5 +0.2%
AFPL
1450
Advus Financial Partners, LLC
Florida
$528K -$5.83K -34 -1%
56 57
58
59 60