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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1426
Valmark Advisers
Ohio
$428K -$38.4K -295 -7%
FAM
1427
Formidable Asset Management
Ohio
$426K +$46.3K +356 +15%
PCM
1428
Polymer Capital Management
New York
$426K -$85.3K -656 -15%
HBT
1429
Heartland Bank & Trust
Illinois
$424K +$10.5K +81 +2%
WG
1430
Warner Group
Connecticut
$424K +$39.4K +303 +9%
SW
1431
SlateStone Wealth
Florida
$424K -$40.2K -309 -8%
WAM
1432
WNY Asset Management
New York
$424K +$480K +3,686 New
PNC
1433
Park National Corp
Ohio
$423K +$183K +1,408 +62%
GWP
1434
Gateway Wealth Partners
Wisconsin
$423K +$293K +2,251 +158%
PCIG
1435
Partners Capital Investment Group
Massachusetts
$422K -$67K -515 -12%
DWP
1436
Destiny Wealth Partners
Florida
$420K +$77.4K +595 +19%
CS
1437
Capital Square
Tennessee
$419K -$5.2K -40 -1%
BFO
1438
Boston Family Office
Massachusetts
$419K +$39.3K +302 +9%
AO
1439
Advisor OS
Illinois
$418K -$13.7K -105 -3%
ACA
1440
Atlas Capital Advisors
Wyoming
$418K +$4.16K +32 +0.9%
BIA
1441
Bigelow Investment Advisors
Maine
$417K -$7.42K -57 -2%
PWP
1442
Ponta Wealth Partners
Florida
$416K -$22.1K -170 -4%
BWM
1443
BankPlus Wealth Management
Mississippi
$416K +$7.29K +56 +2%
DA
1444
Doliver Advisors
Texas
$416K +$263K +2,025 +127%
TCM
1445
Triumph Capital Management
Colorado
$416K +$13.1K +101 +3%
VR
1446
Valued Retirements
Texas
$415K – – –
ESB
1447
Essex Savings Bank
Connecticut
$413K +$3.77K +29 +0.8%
WWM
1448
Westwood Wealth Management
California
$411K +$150K +1,152 +48%
GH
1449
GAM Holding
Switzerland
$410K +$464K +3,569 New
CFS
1450
CRA Financial Services
New Jersey
$408K +$101K +778 +28%
56 57
58
59 60