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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1551
Innova Wealth Partners
Pennsylvania
$344K +$351K +2,922 New
BF
1552
Brogan Financial
Tennessee
$344K +$2.88K +24 +0.8%
MA
1553
Montag & Associates
Georgia
$344K -$19.2K -160 -5%
GBT
1554
Grove Bank & Trust
Florida
$343K +$49.5K +412 +16%
IAG
1555
Investmark Advisory Group
Connecticut
$343K +$49.6K +413 +17%
QCG
1556
Quadrant Capital Group
Ohio
$342K -$362K -3,015 -51%
CWM
1557
CCG Wealth Management
California
$341K -$16.7K -139 -5%
CM
1558
CastleKnight Management
New York
$341K -$649K -5,400 -65%
BDWCC
1559
B&D White Capital Company
Texas
$341K -$385K -3,200 -52%
SCM
1560
Sterneck Capital Management
Missouri
$341K – – –
PP
1561
PDS Planning
Ohio
$341K +$348K +2,897 New
PPC
1562
Pennington Partners & Co
Maryland
$340K +$20.3K +169 +6%
VCS
1563
Vaughan & Co Securities
New Jersey
$340K -$13.8K -115 -4%
PWA
1564
Pitcairn Wealth Advisors
Pennsylvania
$340K +$601 +5 +0.2%
CCP
1565
Carmel Capital Partners
California
$340K -$48.1K -400 -12%
GA
1566
GSG Advisors
New Jersey
$339K -$3.96K -33 -1%
ATFA
1567
All Terrain Financial Advisors
Minnesota
$338K – – –
C
1568
Certuity
Florida
$337K -$44.9K -374 -12%
ACM
1569
Argent Capital Management
Missouri
$337K -$157K -1,306 -31%
IA
1570
Integrity Alliance
Iowa
$337K +$721 +6 +0.2%
EGA
1571
Eagle Global Advisors
Texas
$337K – – –
CFP
1572
Catalyst Financial Partners
Massachusetts
$335K +$95.8K +797 +39%
MPWS
1573
McCarter Private Wealth Services
Massachusetts
$335K -$5.89K -49 -2%
REMPR
1574
Roof Eidam Maycock Peralta (REMP)
California
$335K – – –
MWM
1575
Maltin Wealth Management
New Jersey
$334K +$10.2K +85 +3%
61 62
63
64 65