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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1526
Silverlake Wealth Management
Vermont
$367K -$352K -2,167 -45%
VCM
1527
Versant Capital Management
Arizona
$367K +$6.49K +40 +2%
TPA
1528
Trivium Point Advisory
Connecticut
$365K +$1.3K +8 +0.3%
CCS
1529
Concentric Capital Strategies
Connecticut
$365K +$424K +2,610 New
DS
1530
DRW Securities
Illinois
$365K -$858K -5,287 -67%
IAG
1531
Investmark Advisory Group
Connecticut
$364K -$1.46K -9 -0.3%
SPL
1532
Smart Portfolios LLC
Washington
$359K -$2.44K -15 -0.6%
JWCA
1533
J.W. Coons Advisors
Ohio
$358K +$24.3K +150 +6%
SAW
1534
Signal Advisors Wealth
Michigan
$358K -$2.11K -13 -0.5%
BIG
1535
Brooklyn Investment Group
New York
$356K +$115K +708 +38%
SPC
1536
Spirepoint Private Client
Florida
$354K -$974 -6 -0.2%
SHFA
1537
SC&H Financial Advisors
Maryland
$354K – – –
FWM
1538
Foguth Wealth Management
Michigan
$353K +$325 +2 +0.1%
TAM
1539
Trillium Asset Management
Massachusetts
$352K – – –
MC
1540
Mathes Company
New York
$351K -$416K -2,565 -51%
CFG
1541
Copley Financial Group
California
$350K +$1.78K +11 +0.4%
MIM
1542
Merrion Investment Management
New Jersey
$349K -$162K -1,000 -29%
TWA
1543
Trace Wealth Advisors
California
$349K – – –
CI
1544
Corient IA
Florida
$349K +$406K +2,500 New
MTC
1545
McDaniel Terry & Co
Texas
$349K – – –
TWM
1546
TCFG Wealth Management
California
$349K +$17.2K +106 +4%
CAM
1547
Creekmur Asset Management
Illinois
$347K -$19.5K -120 -5%
CW
1548
Channel Wealth
California
$347K -$24.3K -150 -6%
OA
1549
Operose Advisors
Wisconsin
$345K -$397K -2,445 -50%
RWMG
1550
Redwood Wealth Management Group
New Jersey
$343K -$57.6K -355 -13%
60 61
62
63 64