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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MTWM
1476
Masso Torrence Wealth Management
New Jersey
$410K +$1.14K +7 +0.2%
LF
1477
Lantz Financial
Illinois
$408K +$2.6K +16 +0.6%
CIC
1478
Crawford Investment Counsel
Georgia
$406K +$472K +2,905 New
IA
1479
IFG Advisory
Georgia
$406K -$15.4K -95 -3%
SCM
1480
Sterneck Capital Management
Missouri
$405K – – –
MA
1481
MKT Advisors
California
$405K -$4.38K -27 -0.8%
GBT
1482
Grove Bank & Trust
Florida
$405K +$195K +1,200 +71%
JSW
1483
Journey Strategic Wealth
New Jersey
$404K -$13.8K -85 -3%
VPP
1484
Vertex Planning Partners
Illinois
$403K -$2.92K -18 -0.6%
QWP
1485
Quotient Wealth Partners
Texas
$402K +$24K +148 +5%
DFG
1486
Delta Financial Group
New Jersey
$402K -$487 -3 -0.1%
RCM
1487
RB Capital Management
Nevada
$402K -$3.41K -21 -0.7%
BFA
1488
Brown Financial Advisors
Ohio
$402K +$68.3K +421 +17%
SAM
1489
Smartleaf Asset Management
Massachusetts
$401K -$14.8K -91 -3%
FMII
1490
Farmers & Merchants Investments Inc
Nebraska
$401K -$3.25K -20 -0.7%
MSA
1491
Marino Stram & Associates
Massachusetts
$401K +$43.8K +270 +10%
RA
1492
Rise Advisors
New York
$399K +$6.01K +37 +1%
WW
1493
Westshore Wealth
California
$398K -$22.1K -136 -5%
SAA
1494
Southeast Asset Advisors
Georgia
$396K – – –
BF
1495
Brogan Financial
Tennessee
$394K +$3.25K +20 +0.7%
AWM
1496
Aprio Wealth Management
Georgia
$393K +$47.6K +293 +12%
W
1497
WorthPointe
California
$392K -$325 -2 -0.1%
IP
1498
Ignite Planners
California
$391K +$476K +2,934 New
WAAG
1499
Wealth Alliance Advisory Group
Kansas
$391K -$9.41K -58 -2%
PCA
1500
Prosperity Capital Advisors
Ohio
$391K +$117K +722 +36%
58 59
60
61 62