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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VSQM
1551
V-Square Quantitative Management
Illinois
$226K – – –
SIAG
1552
Safeguard Investment Advisory Group
California
$226K +$187K +1,729 New
DAM
1553
Doheny Asset Management
California
$226K +$187K +1,725 New
PEA
1554
Park Edge Advisors
Ohio
$226K +$187K +1,726 New
CWM
1555
Chesapeake Wealth Management
Virginia
$226K +$186K +1,723 New
MAM
1556
Madison Asset Management
Wisconsin
$225K -$30.2K -279 -14%
NCM
1557
Novare Capital Management
North Carolina
$224K +$185K +1,710 New
JWA
1558
JFS Wealth Advisors
Pennsylvania
$224K +$19.7K +182 +12%
MTC
1559
McDaniel Terry & Co
Texas
$223K +$184K +1,700 New
CB
1560
Centennial Bank
Arkansas
$223K +$21.2K +196 +13%
BCFS
1561
Butensky & Cohen Financial Security
Florida
$223K +$184K +1,700 New
GIA
1562
Guyasuta Investment Advisors
Pennsylvania
$223K +$184K +1,700 New
PP
1563
PDS Planning
Ohio
$222K +$184K +1,699 New
JHCP
1564
Jackson Hole Capital Partners
Oklahoma
$222K +$184K +1,698 New
CWC
1565
Carolinas Wealth Consulting
North Carolina
$222K +$1.62K +15 +0.9%
SF
1566
Symphony Financial
Texas
$220K -$10.3K -95 -5%
NG
1567
Norden Group
Utah
$220K -$78.2K -723 -30%
HWM
1568
Hohimer Wealth Management
Washington
$220K +$182K +1,683 New
FHA
1569
First Horizon Advisors
Tennessee
$220K +$4.65K +43 +3%
LA
1570
LVW Advisors
New York
$220K +$182K +1,682 New
WPW
1571
Watershed Private Wealth
Illinois
$220K +$182K +1,680 New
MIM
1572
Morningstar Investment Management
Illinois
$219K -$53.8K -497 -23%
RAG
1573
RIA Advisory Group
Iowa
$219K +$181K +1,670 New
MLA
1574
My Legacy Advisors
Oregon
$218K +$196K +1,814 New
ACP
1575
Aveo Capital Partners
Colorado
$217K +$179K +1,659 New
61 62
63
64 65