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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1476
Claro Advisors
Massachusetts
$510K +$3.04K +20 +0.6%
ACM
1477
Absolute Capital Management
Pennsylvania
$510K -$623K -4,100 -55%
SIC
1478
Sigma Investment Counselors
Michigan
$509K +$12K +79 +2%
SPWM
1479
Schrum Private Wealth Management
Florida
$509K -$2.58K -17 -0.5%
CCMG
1480
Clark Capital Management Group
Pennsylvania
$509K +$273K +1,797 +119%
AG
1481
AmeriFlex Group
Nevada
$509K -$403K -2,655 -45%
MSA
1482
Marino Stram & Associates
Massachusetts
$508K -$394K -2,590 -44%
JWBC
1483
J.W. Burns & Co
New York
$505K – – –
VC
1484
Veracity Capital
Georgia
$504K -$1.06K -7 -0.2%
C
1485
Certuity
Florida
$504K -$3.5K -23 -0.7%
PWMA
1486
Pension & Wealth Management Advisors
Massachusetts
$504K +$81K +533 +19%
SSCA
1487
South Shore Capital Advisors
Massachusetts
$504K +$496K +3,267 New
LWP
1488
LeClair Wealth Partners
Ohio
$502K – – –
TPI
1489
Trust Point Inc
Wisconsin
$502K -$14.7K -97 -3%
MWA
1490
Medallion Wealth Advisors
Connecticut
$499K -$4.41K -29 -0.9%
CFP
1491
Catalyst Financial Partners
Massachusetts
$497K +$117K +769 +31%
MWM
1492
Mindset Wealth Management
Indiana
$496K -$9.57K -63 -2%
BWA
1493
BCU Wealth Advisors
Illinois
$493K – – –
APP
1494
Avantax Planning Partners
Iowa
$493K -$456 -3 -0.1%
DA
1495
Dover Advisors
Virginia
$492K +$1.06K +7 +0.2%
MYAM
1496
Meiji Yasuda Asset Management
Japan
$492K +$27K +178 +6%
MWM
1497
Manske Wealth Management
Texas
$489K +$152 +1 +0%
GA
1498
GSG Advisors
New Jersey
$488K +$2.73K +18 +0.6%
1M
1499
1248 Management
Missouri
$488K – – –
LAS
1500
LWM Advisory Services
Florida
$488K -$21.6K -142 -4%
58 59
60
61 62