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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1526
Catalina Capital Group
California
$314K +$43.6K +314 +18%
WFM
1527
Wolff Financial Management
Michigan
$313K +$139 +1 +0%
KWA
1528
Kellett Wealth Advisors
Ohio
$313K +$139 +1 +0%
PCA
1529
Peddock Capital Advisors
Massachusetts
$312K +$20.7K +149 +8%
S
1530
Sachetta
Massachusetts
$310K +$34.3K +247 +14%
DWA
1531
Delta Wealth Advisors
Indiana
$310K – – –
DFG
1532
Dupree Financial Group
Kentucky
$309K +$139 +1 +0%
PI
1533
Pettee Investors
Connecticut
$307K – – –
LFASL
1534
Lugano Financial Advisors SA (LFA)
Switzerland
$306K – – –
NA
1535
Navellier & Associates
Nevada
$306K – – –
PPW
1536
PACK Private Wealth
Minnesota
$306K – – –
SC
1537
Searle & Co
Connecticut
$306K – – –
MYIA
1538
Mount Yale Investment Advisors
Colorado
$306K +$971 +7 +0.4%
SC
1539
Slow Capital
California
$305K – – –
LF
1540
Lee Financial
Texas
$305K +$33.3K +240 +14%
DMBA
1541
Deseret Mutual Benefit Administrators
Utah
$304K -$18.7K -135 -6%
AWA
1542
Aaron Wealth Advisors
Illinois
$304K +$49.2K +355 +22%
MWM
1543
Maltin Wealth Management
New Jersey
$303K +$555 +4 +0.2%
WDC
1544
Woodward Diversified Capital
California
$302K +$555 +4 +0.2%
BIP
1545
Blue Investment Partners
California
$301K – – –
PA
1546
PFG Advisors
Arizona
$300K -$9.29K -67 -3%
JEST
1547
JTC Employer Solutions Trustee
Jersey
$300K -$721K -5,200 -73%
LB
1548
Legacy Bridge
Iowa
$299K – – –
AWM
1549
Avondale Wealth Management
Texas
$299K – – –
EHC
1550
Everett Harris & Co
California
$298K -$1.39K -10 -0.5%
60 61
62
63 64