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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1601
Confluence Wealth Services
Pennsylvania
$301K +$487 +3 +0.1%
PTC
1602
Philadelphia Trust Company
Pennsylvania
$301K – – –
MWM
1603
Mattern Wealth Management
Kansas
$301K -$12.2K -75 -3%
FBC
1604
Fairfield, Bush & Co
Connecticut
$300K -$16.2K -100 -4%
SFM
1605
Signet Financial Management
New Jersey
$300K +$1.3K +8 +0.4%
ABC
1606
Associated Banc-Corp
Wisconsin
$299K +$4.06K +25 +1%
JFGIW
1607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$299K +$69.3K +427 +25%
BA
1608
Bristlecone Advisors
Washington
$299K – – –
CFSG
1609
Community Financial Services Group
Vermont
$298K -$411K -2,532 -54%
CW
1610
Code Waechter
Florida
$298K -$5.03K -31 -1%
VDI
1611
Vaughan David Investments
Illinois
$298K – – –
RT
1612
Rockland Trust
Massachusetts
$297K – – –
BWP
1613
Balboa Wealth Partners
Arizona
$297K -$338K -2,083 -50%
MPM
1614
MBB Public Markets
Illinois
$295K +$343K +2,113 New
HCM
1615
Hutchinson Capital Management
California
$295K – – –
TBA
1616
Tower Bridge Advisors
Pennsylvania
$295K – – –
AWM
1617
Avondale Wealth Management
Texas
$294K +$56.8K +350 +20%
AIM
1618
Advyzon Investment Management
Illinois
$293K -$18.5K -114 -5%
ATFA
1619
All Terrain Financial Advisors
Minnesota
$292K +$2.44K +15 +0.7%
OFW
1620
Omnia Family Wealth
Florida
$291K +$34.9K +215 +12%
IBOK
1621
Independence Bank of Kentucky
Kentucky
$290K -$28.4K -175 -8%
FWM
1622
Fonville Wealth Management
Virginia
$289K – – –
CCA
1623
Cora Capital Advisors
New Jersey
$289K -$5.03K -31 -1%
RWP
1624
Ridgecrest Wealth Partners
California
$288K +$133K +820 +66%
TNBTD
1625
Trustmark National Bank Trust Department
Mississippi
$288K -$9.09K -56 -3%
63 64
65
66 67