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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
Curi Wealth Management
North Carolina
$126K +$99.9K +819 +465%
POIA
1552
Pin Oak Investment Advisors
Texas
$121K +$8.17K +67 +8%
PPWM
1553
PFG Private Wealth Management
Florida
$121K +$114K +935 +4,250%
KFP
1554
KB Financial Partners
New Jersey
$118K +$24K +197 +27%
GFPC
1555
Global Financial Private Client
Florida
$117K – – –
AP
1556
Arlington Partners
Alabama
$114K – – –
GLLW
1557
Graves Light Lenhart Wealth
Virginia
$114K – – –
MMG
1558
Monetary Management Group
Missouri
$112K – – –
OA
1559
Operose Advisors
Wisconsin
$111K – – –
CAL
1560
Capital Analysts LLC
Pennsylvania
$110K -$54.5K -447 -34%
EWM
1561
Endurance Wealth Management
Rhode Island
$107K – – –
MAM
1562
Magellan Asset Management
Australia
$104K -$39.4K -323 -28%
TF
1563
TimeScale Financial
Massachusetts
$104K – – –
CFO
1564
CVA Family Office
Colorado
$102K – – –
LOAMU
1565
Lombard Odier Asset Management (USA)
New York
$102K +$98.2K +805 New
CFN
1566
Cordasco Financial Network
Florida
$99K +$1.22K +10 +1%
WB
1567
Webster Bank
Connecticut
$98K – – –
MHR
1568
Matthew Hamilton Rosenberg
$98K +$88.4K +725 +1,611%
FHA
1569
First Horizon Advisors
Tennessee
$96K -$28.9K -237 -24%
CWM
1570
CarsonAllaria Wealth Management
Illinois
$96K +$122 +1 +0.1%
BC
1571
Burleson & Co
California
$91K +$46.2K +379 +113%
CAGAS
1572
Capital Advisory Group Advisory Services
Minnesota
$84K +$81.1K +665 New
BHWM
1573
Beaird Harris Wealth Management
Texas
$83K – – –
SWM
1574
Sugarloaf Wealth Management
Georgia
$83K +$13.8K +113 +21%
HWMA
1575
Heritage Wealth Management (Arizona)
Arizona
$80K +$77.1K +632 New
61 62
63
64 65