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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1576
Quadrant Capital Group
Ohio
$236K +$22.4K +179 +11%
CBFP
1577
Cedar Brook Financial Partners
Ohio
$236K +$5.75K +46 +3%
PA
1578
Parkside Advisors
California
$235K – – –
CWS
1579
Cypress Wealth Services
California
$234K -$214K -1,710 -49%
OFW
1580
Omnia Family Wealth
Florida
$234K +$223K +1,782 New
SGI
1581
Summit Global Investments
Utah
$234K +$1.87K +15 +0.9%
CAM
1582
Cidel Asset Management
Ontario, Canada
$234K -$9.24K -74 -4%
MLA
1583
My Legacy Advisors
Oregon
$233K -$4.75K -38 -2%
MAWA
1584
Moss Adams Wealth Advisors
Washington
$233K +$221K +1,773 New
OC
1585
Oakworth Capital
Alabama
$233K – – –
BIG
1586
Builder Investment Group
Georgia
$231K -$25K -200 -10%
CSB
1587
City State Bank
Iowa
$230K – – –
TIA
1588
Trust Investment Advisors
Indiana
$230K – – –
DFA
1589
Delta Financial Advisors
Louisiana
$230K – – –
FBT
1590
First Bank & Trust
South Dakota
$229K +$15.7K +126 +8%
S
1591
Sachetta
Massachusetts
$228K – – –
CW
1592
Connectus Wealth
Ohio
$228K -$1.97M -15,747 -90%
PWG
1593
Portside Wealth Group
Utah
$227K -$36K -288 -14%
VSQM
1594
V-Square Quantitative Management
Illinois
$227K – – –
WP
1595
WealthShield Partners
North Carolina
$227K -$4.37K -35 -2%
SIAG
1596
Safeguard Investment Advisory Group
California
$227K – – –
PEA
1597
Park Edge Advisors
Ohio
$227K +$250 +2 +0.1%
DAM
1598
Doheny Asset Management
California
$227K – – –
MAM
1599
Madison Asset Management
Wisconsin
$226K – – –
BFG
1600
Bouchey Financial Group
New York
$226K -$20.4K -163 -9%
62 63
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65 66