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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1526
Wealth Advisory Solutions
Indiana
$355K +$137K +1,142 +61%
AA
1527
Alta Advisers
United Kingdom
$354K – – –
MWM
1528
Mindset Wealth Management
Indiana
$353K -$24K -200 -6%
ZIG
1529
Zuckerman Investment Group
Illinois
$353K +$4.93K +41 +1%
IF
1530
IRON Financial
Illinois
$352K +$1.32K +11 +0.4%
EA
1531
Emerald Advisors
Washington
$351K +$359K +2,987 New
SA
1532
Strategic Advisors
New York
$351K -$2.52K -21 -0.7%
FSA
1533
Franklin Street Advisors
North Carolina
$351K -$63.1K -525 -15%
VPP
1534
Vertex Planning Partners
Illinois
$350K +$2.4K +20 +0.7%
IC
1535
Inscription Capital
Texas
$350K -$2.52K -21 -0.7%
CSPIA
1536
Cary Street Partners Investment Advisory
Virginia
$349K +$22K +183 +7%
RZH
1537
Relyea Zuckerberg Hanson
Connecticut
$349K +$1.92K +16 +0.5%
TWM
1538
TRB Wealth Management
Texas
$349K -$529K -4,400 -60%
RF
1539
Rossby Financial
Florida
$349K +$113K +944 +47%
DE
1540
Defiance ETFs
New York
$348K +$57.7K +480 +20%
GAA
1541
Global Assets Advisory
Florida
$346K +$6.13K +51 +2%
VSQM
1542
V-Square Quantitative Management
Illinois
$346K +$42.1K +350 +14%
PCA
1543
Purkiss Capital Advisors
Connecticut
$345K – – –
CI
1544
Conning Inc
Connecticut
$344K +$2.76K +23 +0.8%
IWP
1545
Innova Wealth Partners
Pennsylvania
$344K +$351K +2,922 New
BF
1546
Brogan Financial
Tennessee
$344K +$2.88K +24 +0.8%
MA
1547
Montag & Associates
Georgia
$344K -$19.2K -160 -5%
GBT
1548
Grove Bank & Trust
Florida
$343K +$49.5K +412 +16%
IAG
1549
Investmark Advisory Group
Connecticut
$343K +$49.6K +413 +17%
QCG
1550
Quadrant Capital Group
Ohio
$342K -$362K -3,015 -51%
60 61
62
63 64