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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ORI
1576
Oak Ridge Investments
Illinois
$230K +$228K +1,855 New
CWS
1577
Cypress Wealth Services
California
$230K +$8.74K +71 +4%
FSC
1578
Full Sail Capital
Oklahoma
$230K +$492 +4 +0.2%
FWM
1579
Fonville Wealth Management
Virginia
$229K +$228K +1,851 New
MW
1580
Maia Wealth
Colorado
$228K +$212K +1,719 New
EBA
1581
Eagle Bay Advisors
New York
$227K +$98.7K +802 +78%
TWP
1582
Triad Wealth Partners
Kansas
$227K +$27.9K +227 +14%
PWMG
1583
Prestige Wealth Management Group
New Jersey
$227K +$208K +1,690 +1,190%
OFW
1584
Omnia Family Wealth
Florida
$226K +$5.78K +47 +3%
BPC
1585
Banque Pictet & Cie
Switzerland
$225K – – –
AC
1586
Abbrea Capital
California
$225K -$36.9K -300 -14%
MAG
1587
MRA Advisory Group
New Jersey
$225K +$223K +1,816 New
QWP
1588
Quotient Wealth Partners
Texas
$225K +$23.9K +194 +12%
FAM
1589
Formidable Asset Management
Ohio
$224K +$223K +1,813 New
NWWA
1590
New Wave Wealth Advisors
Arkansas
$224K +$223K +1,811 New
PPWM
1591
PFG Private Wealth Management
Florida
$223K -$2.71K -22 -1%
CANC
1592
Culbertson A N & Co
Virginia
$223K – – –
ITIM
1593
Indiana Trust & Investment Management
Indiana
$223K +$206K +1,674 +1,339%
GIA
1594
Guyasuta Investment Advisors
Pennsylvania
$223K – – –
PA
1595
Parkside Advisors
California
$221K – – –
AIC
1596
Argus Investors Counsel
New York
$220K +$219K +1,779 New
SGI
1597
Summit Global Investments
Utah
$220K +$246 +2 +0.1%
SWM
1598
Selective Wealth Management
Virginia
$220K -$98.9K -804 -31%
AIA
1599
Alera Investment Advisors
Illinois
$219K +$218K +1,770 New
OC
1600
Oakworth Capital
Alabama
$219K – – –
62 63
64
65 66