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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1601
Novare Capital Management
North Carolina
$219K -$9.11K -74 -4%
SF
1602
Symphony Financial
Texas
$219K -$20.7K -168 -9%
BIG
1603
Builder Investment Group
Georgia
$218K – – –
TIA
1604
Trust Investment Advisors
Indiana
$217K – – –
LF
1605
Lee Financial
Texas
$217K -$25.8K -210 -11%
DFA
1606
Delta Financial Advisors
Louisiana
$216K – – –
HPM
1607
Hoxton Planning & Management
West Virginia
$216K -$14.8K -120 -6%
CSB
1608
City State Bank
Iowa
$216K – – –
SCP
1609
Sivia Capital Partners
California
$216K +$215K +1,747 New
LWM
1610
Laidlaw Wealth Management
New York
$215K -$416K -3,379 -66%
CCG
1611
Catalina Capital Group
California
$215K +$214K +1,738 New
MLA
1612
My Legacy Advisors
Oregon
$214K -$5.54K -45 -3%
PEA
1613
Park Edge Advisors
Ohio
$214K +$246 +2 +0.1%
SIAG
1614
Safeguard Investment Advisory Group
California
$214K – – –
DAM
1615
Doheny Asset Management
California
$214K – – –
MAM
1616
Madison Asset Management
Wisconsin
$213K – – –
RPWA
1617
Regent Peak Wealth Advisors
Georgia
$212K +$8K +65 +4%
MAC
1618
Mason & Associates (California)
California
$212K +$211K +1,714 New
BFG
1619
Bouchey Financial Group
New York
$212K – – –
BCM
1620
Brown Capital Management
Maryland
$212K -$14.5K -118 -6%
PPWM
1621
Perissos Private Wealth Management
Oklahoma
$210K +$1.35K +11 +0.7%
FBT
1622
First Bank & Trust
South Dakota
$210K -$5.29K -43 -2%
JHCP
1623
Jackson Hole Capital Partners
Oklahoma
$210K – – –
MTC
1624
McDaniel Terry & Co
Texas
$210K -$14.5K -118 -6%
WPW
1625
Watershed Private Wealth
Illinois
$210K +$1.85K +15 +0.9%
63 64
65
66 67