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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1501
Capital Advisors Ltd
Ohio
$391K -$649 -4 -0.1%
IWA
1502
IVC Wealth Advisors
Pennsylvania
$391K -$16.1K -99 -3%
CFS
1503
CRA Financial Services
New Jersey
$390K +$31.5K +194 +7%
PCM
1504
Poehling Capital Management
Wisconsin
$388K – – –
WC
1505
Whitney & Co
New York
$386K – – –
SIC
1506
SJS Investment Consulting
Ohio
$384K +$344K +2,117 +335%
FHC
1507
First Heartland Consultants
Missouri
$383K -$110K -679 -20%
MWM
1508
Meridian Wealth Management
Kentucky
$382K -$15.4K -95 -3%
BFO
1509
Boston Family Office
Massachusetts
$382K – – –
BP
1510
BBR Partners
New York
$381K +$162 +1 +0%
TL
1511
Tradewinds LLC
North Carolina
$381K – – –
PP
1512
PDS Planning
Ohio
$379K +$98.4K +606 +29%
PCA
1513
Purkiss Capital Advisors
Connecticut
$378K – – –
KIG
1514
Kennedy Investment Group
New Jersey
$376K -$13.3K -82 -3%
TWP
1515
Triad Wealth Partners
Kansas
$375K -$5.52K -34 -1%
PP
1516
Patten & Patten
Tennessee
$375K +$13.1K +81 +3%
NP
1517
Nilsine Partners
Colorado
$374K -$7.95K -49 -2%
MCM
1518
Morton Capital Management
California
$374K +$1.62K +10 +0.4%
SC
1519
Syon Capital
California
$372K +$432K +2,663 New
FMC
1520
First Merchants Corp
Indiana
$371K -$30.2K -186 -7%
BAAM
1521
Baker Avenue Asset Management
California
$371K +$114K +705 +36%
SWA
1522
SOA Wealth Advisors
New York
$371K +$649 +4 +0.2%
AC
1523
Avory & Company
Florida
$369K -$133K -820 -24%
MAWA
1524
Moss Adams Wealth Advisors
Washington
$369K +$35.1K +216 +9%
ACA
1525
Affinity Capital Advisors
California
$369K – – –
59 60
61
62 63