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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1626
Cromwell Holdings
Wyoming
$355K – – –
WFM
1627
Wolff Financial Management
Michigan
$353K +$348 +2 +0.1%
NCM
1628
Northside Capital Management
Oregon
$353K -$123K -707 -26%
4WM
1629
44 Wealth Management
Oregon
$352K -$13.4K -77 -4%
BFG
1630
Berger Financial Group
Minnesota
$351K -$22K -126 -6%
PCA
1631
Peddock Capital Advisors
Massachusetts
$351K – – –
PI
1632
Pettee Investors
Connecticut
$351K +$4.88K +28 +1%
S
1633
Sachetta
Massachusetts
$349K -$348 -2 -0.1%
DWA
1634
Delta Wealth Advisors
Indiana
$349K – – –
PCA
1635
Prosperity Capital Advisors
Ohio
$348K +$15.7K +90 +5%
FWM
1636
Forefront Wealth Management
Pennsylvania
$347K +$351K +2,013 New
GS
1637
Gagnon Securities
New York
$347K -$60.6K -348 -15%
GWM
1638
GSB Wealth Management
Connecticut
$347K -$19K -109 -5%
SFWA
1639
Summit Financial Wealth Advisors
Louisiana
$346K +$15.3K +88 +5%
CCP
1640
Clarity Capital Partners
California
$346K +$73K +419 +26%
PWM
1641
Pines Wealth Management
North Carolina
$346K +$365K +2,096 New
AIC
1642
Argus Investors Counsel
New York
$345K +$21.8K +125 +7%
AWA
1643
Alaska Wealth Advisors
Alaska
$345K -$174K -1,000 -33%
LFASL
1644
Lugano Financial Advisors SA (LFA)
Switzerland
$345K – – –
PPW
1645
PACK Private Wealth
Minnesota
$345K – – –
SC
1646
Searle & Co
Connecticut
$345K – – –
CFM
1647
Catalyst Funds Management
Australia
$345K +$348K +2,000 New
DMBA
1648
Deseret Mutual Benefit Administrators
Utah
$344K +$1.57K +9 +0.5%
CFP
1649
Catalyst Financial Partners
Massachusetts
$344K +$59.9K +344 +21%
LF
1650
Lee Financial
Texas
$344K +$871 +5 +0.3%
64 65
66
67 68