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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
1626
Verum Partners
North Carolina
$300K +$3.36K +28 +1%
PWM
1627
Pines Wealth Management
North Carolina
$300K +$46.7K +389 +18%
MCM
1628
Morton Capital Management
California
$299K – – –
RCA
1629
Resonant Capital Advisors
Wisconsin
$299K +$11.2K +93 +4%
AFS
1630
Aft Forsyth & Sober
Florida
$299K – – –
JSSH
1631
J. Safra Sarasin Holding
$299K +$305K +2,538 New
SIC
1632
Sigma Investment Counselors
Michigan
$298K -$88K -732 -22%
MFWP
1633
Mosaic Family Wealth Partners
Missouri
$298K +$304K +2,529 New
CIAS
1634
Capital Investment Advisory Services
North Carolina
$297K +$304K +2,528 New
FTEA
1635
Forty-three Eighteen Advisors
Arkansas
$297K +$303K +2,525 New
WAL
1636
W Advisors LLC
Tennessee
$296K +$62.2K +518 +26%
FBFS
1637
First Business Financial Services
Wisconsin
$296K -$48.4K -403 -14%
PCM
1638
Poehling Capital Management
Wisconsin
$295K – – –
GH
1639
GAM Holding
Switzerland
$294K -$128K -1,067 -30%
SWGC
1640
Summit Wealth Group (Colorado)
Colorado
$294K -$38K -316 -11%
KC
1641
Karras Company
Utah
$292K +$27.9K +232 +10%
SBFM
1642
S-Bank Fund Management
Finland
$291K +$297K +2,471 New
SSCA
1643
South Shore Capital Advisors
Massachusetts
$290K -$18.1K -151 -6%
TPI
1644
Trust Point Inc
Wisconsin
$290K -$27.3K -227 -8%
OBWA
1645
Oak Barrel Wealth Advisory
Virginia
$289K +$295K +2,458 New
EHC
1646
Everett Harris & Co
California
$289K – – –
CCM
1647
Compass Capital Management
Minnesota
$289K +$295K +2,458 New
EP
1648
Ehrenkranz Partners
New York
$289K -$123K -1,024 -29%
HW
1649
Hancock Whitney
Mississippi
$288K +$63.2K +526 +27%
FWP
1650
Flatrock Wealth Partners
California
$288K -$15.9K -132 -5%
64 65
66
67 68