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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1501
Hantz Financial Services
Michigan
$37K -$1.81K -21 -5%
RWM
1502
Ruedi Wealth Management
Illinois
$34.9K – – –
RTC
1503
Riverview Trust Company
Washington
$34.1K +$11.8K +137 +60%
CP
1504
Castleview Partners
Texas
$33.5K -$12.4K -143 -28%
AWM
1505
Ameliora Wealth Management
Switzerland
$32.5K – – –
WWP
1506
WR Wealth Planners
Missouri
$32.5K -$131K -1,514 -81%
WB
1507
Webster Bank
Connecticut
$32.1K – – –
AWM
1508
AllSquare Wealth Management
New York
$29.9K – – –
SIC
1509
SJS Investment Consulting
Ohio
$29.8K +$86 +1 +0.3%
AI
1510
AXS Investments
New York
$29.3K -$7.43K -86 -21%
CNBTD
1511
Citizens National Bank Trust Department
Mississippi
$27.9K – – –
AS
1512
AM Squared
Hong Kong
$27.9K +$25.9K +300 New
JWM
1513
Janiczek Wealth Management
Colorado
$26.5K – – –
WAM
1514
WFA Asset Management
Wisconsin
$26.3K +$259 +3 +1%
KFS
1515
Kelly Financial Services
Massachusetts
$26.3K – – –
TF
1516
TimeScale Financial
Massachusetts
$25.5K -$23.5K -272 -50%
C
1517
Covestor
United Kingdom
$25K -$259 -3 -1%
CAS
1518
Coppell Advisory Solutions
Texas
$25K +$23.2K +269 New
CWAF
1519
Core Wealth Advisors (Florida)
Florida
$24.6K – – –
SIS
1520
Strategic Investment Solutions
Illinois
$24.1K -$54.7K -633 -70%
TFP
1521
Tilia Fiduciary Partners
North Carolina
$23.2K -$3.8K -44 -15%
CAM
1522
Chesapeake Asset Management
New York
$23.2K -$6.13K -71 -22%
HFM
1523
Hartford Financial Management
Connecticut
$22.7K +$173 +2 +0.8%
FMTCOCP
1524
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
WAS
1525
Winch Advisory Services
Wisconsin
$22K +$173 +2 +0.8%
59 60
61
62 63