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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1501
Western Pacific Wealth Management
Illinois
$15.6K – – –
TCM
1502
TD Capital Management
Tennessee
$15.5K +$173 +2 +1%
MAWCM
1503
Mine & Arao Wealth Creation & Management
California
$15.4K +$17.9K +207 New
CB
1504
Community Bank
New York
$14.8K -$259 -3 -1%
CSPAM
1505
Cary Street Partners Asset Management
Virginia
$14.8K – – –
WAM
1506
Worth Asset Management
Texas
$14.8K – – –
HFM
1507
Harvest Fund Management
China
$14K -$448K -5,186 -96%
BC
1508
Belmont Capital
California
$14K +$1.73K +20 +12%
PB
1509
Pinnacle Bancorp
Nebraska
$14K +$4.75K +55 +43%
FFA
1510
Farther Finance Advisors
California
$13.7K +$15.9K +184 New
RCM
1511
Raleigh Capital Management
North Carolina
$13.4K -$518 -6 -3%
RTC
1512
Riverview Trust Company
Washington
$12K +$14.3K +166 New
TCOV
1513
Trust Company of Vermont
Vermont
$11.1K -$17.3K -200 -57%
HDIM
1514
Hanson & Doremus Investment Management
Vermont
$11K – – –
TFA
1515
Toth Financial Advisory
Virginia
$10.4K -$1.29K -15 -10%
FA
1516
Fiduciary Alliance
South Carolina
$10.3K +$12K +139 New
ZB
1517
Zions Bancorporation
Utah
$10.2K -$117K -1,350 -91%
CT
1518
Clearstead Trust
Maine
$9K – – –
BCM
1519
Bourgeon Capital Management
Connecticut
$8.61K – – –
RFS
1520
Retirement Financial Solutions
Tennessee
$8.3K +$9.67K +112 New
GWMI
1521
Guardian Wealth Management (Illinois)
Illinois
$8.28K -$518 -6 -5%
PWMG
1522
Prestige Wealth Management Group
New Jersey
$7.94K – – –
DI
1523
Disciplined Investments
Oklahoma
$7.86K -$13.8K -160 -60%
JGIA
1524
Jackson Grant Investment Advisers
Connecticut
$7.73K -$3.28K -38 -27%
BCPWM
1525
Bradley & Co Private Wealth Management
Florida
$7.42K – – –
59 60
61
62 63