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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
1451
Legacy Edge Advisors
New York
$509K -$18.6K -107 -3%
OWP
1452
Obermeyer Wealth Partners
Colorado
$508K +$16.9K +97 +3%
SPWM
1453
Schrum Private Wealth Management
Florida
$505K -$140K -803 -22%
CWA
1454
Cura Wealth Advisors
Illinois
$504K +$509K +2,924 New
MTWM
1455
Masso Torrence Wealth Management
New Jersey
$504K +$4.53K +26 +0.9%
PFGIA
1456
Patriot Financial Group Insurance Agency
Massachusetts
$503K +$2.44K +14 +0.5%
LF
1457
Lantz Financial
Illinois
$500K +$7.14K +41 +1%
SCM
1458
Sterneck Capital Management
Missouri
$500K – – –
VPP
1459
Vertex Planning Partners
Illinois
$500K +$120K +688 +31%
RCM
1460
RB Capital Management
Nevada
$499K +$1.39K +8 +0.3%
IWA
1461
IVC Wealth Advisors
Pennsylvania
$499K -$96.3K -553 -16%
FMII
1462
Farmers & Merchants Investments Inc
Nebraska
$498K +$11.3K +65 +2%
ACA
1463
Affinity Capital Advisors
California
$497K – – –
IC
1464
Iconiq Capital
California
$496K +$211K +1,212 +73%
MG
1465
Marex Group
$495K +$500K +2,870 New
REMPR
1466
Roof Eidam Maycock Peralta (REMP)
California
$494K – – –
WAAG
1467
Wealth Alliance Advisory Group
Kansas
$493K – – –
FMC
1468
First Merchants Corp
Indiana
$490K +$38.3K +220 +8%
AIS
1469
AM Investment Strategies
Tennessee
$488K +$174 +1 +0%
SAA
1470
Southeast Asset Advisors
Georgia
$488K – – –
MWM
1471
Meridian Wealth Management
Kentucky
$488K -$30.5K -175 -6%
AWM
1472
Avior Wealth Management
Nebraska
$487K +$98.6K +566 +25%
RA
1473
Rise Advisors
New York
$485K -$39K -224 -7%
AFM
1474
Armstrong Fleming & Moore
District of Columbia
$485K -$32.9K -189 -6%
GAG
1475
GM Advisory Group
New York
$484K +$103K +592 +27%
57 58
59
60 61