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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1551
Sterneck Capital Management
Missouri
$447K – – –
RC
1552
Roundview Capital
New Jersey
$447K -$141K -931 -24%
SF
1553
Symphony Financial
Texas
$446K -$348K -2,291 -44%
PWA
1554
Pitcairn Wealth Advisors
Pennsylvania
$444K +$438K +2,882 New
GJIA
1555
Glass Jacobson Investment Advisors
Maryland
$444K +$2.73K +18 +0.6%
TAM
1556
Townsend Asset Management
North Carolina
$442K -$52.6K -346 -11%
BF
1557
Brogan Financial
Tennessee
$442K -$5.32K -35 -1%
FWI
1558
Facet Wealth Inc
Maryland
$442K +$4.71K +31 +1%
SWM
1559
Silverlake Wealth Management
Vermont
$442K +$912 +6 +0.2%
VPP
1560
Vertex Planning Partners
Illinois
$440K -$3.8K -25 -0.9%
MPWS
1561
McCarter Private Wealth Services
Massachusetts
$440K +$433K +2,852 New
BCM
1562
Bourgeon Capital Management
Connecticut
$439K +$3.8K +25 +0.9%
RBC
1563
Romano Brothers & Co
Illinois
$439K – – –
IA
1564
Integrity Alliance
Iowa
$439K -$103K -676 -19%
QWP
1565
Quotient Wealth Partners
Texas
$436K -$20.2K -133 -4%
SIA
1566
Strategic Investment Advisors
Michigan
$435K +$429K +2,823 New
RCYC
1567
Richard C. Young & Co
Rhode Island
$433K +$3.04K +20 +0.7%
FHC
1568
First Heartland Consultants
Missouri
$433K +$1.67K +11 +0.4%
ACA
1569
Affinity Capital Advisors
California
$433K +$31.6K +208 +8%
MHIC
1570
Marble Harbor Investment Counsel
Massachusetts
$432K -$30.4K -200 -7%
MCA
1571
Millennium Capital Advisors
Arkansas
$432K – – –
CA
1572
Calton & Associates
Florida
$428K -$152 -1 -0%
CAL
1573
Capital Advisors Ltd
Ohio
$427K +$456 +3 +0.1%
CFS
1574
CRA Financial Services
New Jersey
$427K -$13.1K -86 -3%
WAAG
1575
Wealth Alliance Advisory Group
Kansas
$426K +$608 +4 +0.1%
61 62
63
64 65