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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1476
Kellett Wealth Advisors
Ohio
$295K -$37.7K -302 -12%
LPT
1477
Legacy Private Trust
Wisconsin
$293K – – –
GWM
1478
Gray Wealth Management
Maine
$292K – – –
FCA
1479
FinTrust Capital Advisors
South Carolina
$292K +$33.7K +270 +14%
OPPS
1480
Obsidian Personal Planning Solutions
Maryland
$292K – – –
CWM
1481
Concentric Wealth Management
California
$291K – – –
CCA
1482
Clearwater Capital Advisors
Illinois
$290K +$11.4K +91 +4%
CFG
1483
Citizens Financial Group
Rhode Island
$290K +$276K +2,209 New
CWS
1484
Confluence Wealth Services
Pennsylvania
$289K +$14.7K +118 +6%
VAS
1485
Vestmark Advisory Solutions
Massachusetts
$288K -$25.9K -207 -9%
SAF
1486
Smith Anglin Financial
Texas
$288K +$874 +7 +0.3%
LCC
1487
Lincoln Capital Corp
Rhode Island
$287K -$184K -1,476 -40%
AA
1488
Aire Advisors
California
$285K +$7.74K +62 +3%
SA
1489
Strategic Advocates
Utah
$284K +$270K +2,159 New
TC
1490
Truvestments Capital
Florida
$283K -$28.7K -230 -10%
BW
1491
BIP Wealth
Georgia
$282K +$74.3K +595 +38%
GWM
1492
GSB Wealth Management
Connecticut
$280K – – –
AA
1493
Advisory Alpha
Michigan
$279K +$59.4K +476 +29%
OWA
1494
Outlook Wealth Advisors
Texas
$279K +$2.5K +20 +1%
AC
1495
Abbrea Capital
California
$278K – – –
SFM
1496
Signet Financial Management
New Jersey
$277K – – –
BPCE
1497
Bank Pictet & Cie (Europe)
Germany
$276K – – –
ABC
1498
Associated Banc-Corp
Wisconsin
$275K – – –
MYIA
1499
Mount Yale Investment Advisors
Colorado
$275K +$5.12K +41 +2%
WP
1500
WMS Partners
Maryland
$275K -$2.87K -23 -1%
58 59
60
61 62