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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
1526
All Terrain Financial Advisors
Minnesota
$254K +$1.35K +11 +0.5%
BFG
1527
Berger Financial Group
Minnesota
$253K +$9.97K +81 +4%
WFM
1528
Wolff Financial Management
Michigan
$253K +$246 +2 +0.1%
KWA
1529
Kellett Wealth Advisors
Ohio
$253K -$24.5K -199 -9%
SCM
1530
Schnieders Capital Management
California
$252K – – –
KOC
1531
Koss-Olinger Consulting
Florida
$252K -$928K -7,542 -79%
EL
1532
EMFO LLC
Florida
$252K – – –
S
1533
Sachetta
Massachusetts
$251K +$4.06K +33 +2%
PA
1534
PFG Advisors
Arizona
$251K +$26.9K +219 +12%
TIA
1535
Traphagen Investment Advisors
New Jersey
$251K +$615 +5 +0.2%
OFS
1536
OneAscent Financial Services
Alabama
$251K -$5.91K -48 -2%
GC
1537
Gratus Capital
Georgia
$251K +$61.5K +500 +33%
DWA
1538
Delta Wealth Advisors
Indiana
$250K +$249K +2,023 New
VAMG
1539
Voisard Asset Management Group
Michigan
$250K +$3.81K +31 +2%
DFG
1540
Dupree Financial Group
Kentucky
$250K -$8.74K -71 -3%
HCM
1541
Hutchinson Capital Management
California
$249K +$248K +2,013 New
AC
1542
ASB Consultores
Florida
$248K -$117K -948 -32%
PI
1543
Pettee Investors
Connecticut
$248K – – –
LFASL
1544
Lugano Financial Advisors SA (LFA)
Switzerland
$248K – – –
NA
1545
Navellier & Associates
Nevada
$248K – – –
PPW
1546
PACK Private Wealth
Minnesota
$248K – – –
SFG
1547
Sather Financial Group
Texas
$248K – – –
SC
1548
Searle & Co
Connecticut
$248K – – –
TNBTD
1549
Trustmark National Bank Trust Department
Mississippi
$248K – – –
CWP
1550
CFM Wealth Partners
Texas
$247K -$53.5K -435 -18%
60 61
62
63 64