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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1576
Indiana Trust & Investment Management
Indiana
$278K +$2.64K +19 +1%
OFS
1577
OneAscent Financial Services
Alabama
$278K -$29.4K -212 -10%
SIG
1578
Spinnaker Investment Group
California
$276K -$311K -2,242 -55%
WPW
1579
Watershed Private Wealth
Illinois
$276K +$14.7K +106 +6%
CANC
1580
Culbertson A N & Co
Virginia
$276K – – –
SF
1581
Symphony Financial
Texas
$276K +$2.5K +18 +1%
WFI
1582
West Family Investments
California
$275K +$249K +1,795 New
PA
1583
Parkside Advisors
California
$274K – – –
SCP
1584
Sivia Capital Partners
California
$272K +$3.75K +27 +2%
PCMC
1585
Planning Capital Management Corporation
Pennsylvania
$271K +$223K +1,607 +980%
FAM
1586
Formidable Asset Management
Ohio
$271K -$5.96K -43 -2%
BWM
1587
Birchcreek Wealth Management
Ohio
$271K +$12.6K +91 +5%
BIG
1588
Brooklyn Investment Group
New York
$271K +$245K +1,767 New
SWM
1589
Selective Wealth Management
Virginia
$270K – – –
RPWA
1590
Regent Peak Wealth Advisors
Georgia
$270K +$6.38K +46 +3%
PCM
1591
Prelude Capital Management
New York
$269K +$244K +1,758 New
TIA
1592
Trust Investment Advisors
Indiana
$268K – – –
DFA
1593
Delta Financial Advisors
Louisiana
$268K – – –
CSB
1594
City State Bank
Iowa
$268K – – –
HPM
1595
Hoxton Planning & Management
West Virginia
$267K -$694 -5 -0.3%
KSWA
1596
Kathleen S. Wright Associates
Pennsylvania
$266K +$31.2K +225 +15%
PEA
1597
Park Edge Advisors
Ohio
$265K +$277 +2 +0.1%
MAM
1598
Madison Asset Management
Wisconsin
$265K +$1.39K +10 +0.6%
LWM
1599
Laidlaw Wealth Management
New York
$265K -$1.39K -10 -0.6%
IWP
1600
Insight Wealth Partners
Texas
$265K +$240K +1,729 New
62 63
64
65 66