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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1651
Cadinha & Co
Hawaii
$344K +$11.7K +67 +3%
OCM
1652
Objective Capital Management
Ohio
$343K -$13.8K -79 -4%
SC
1653
Slow Capital
California
$343K – – –
MWM
1654
Maltin Wealth Management
New Jersey
$342K +$697 +4 +0.2%
WLPWM
1655
Walled Lake Planning & Wealth Management
Illinois
$341K +$81.4K +467 +31%
AGP
1656
Autumn Glory Partners
Texas
$340K -$343K -1,970 -50%
SLC
1657
Second Line Capital
Louisiana
$338K -$73.2K -420 -18%
LB
1658
Legacy Bridge
Iowa
$337K – – –
JEST
1659
JTC Employer Solutions Trustee
Jersey
$337K – – –
HC
1660
Headland Capital
South Carolina
$337K +$340K +1,953 New
PA
1661
PFG Advisors
Arizona
$336K -$2.44K -14 -0.7%
BAAM
1662
Baker Avenue Asset Management
California
$336K +$85.5K +491 +34%
CCMG
1663
Clark Capital Management Group
Pennsylvania
$335K +$338K +1,941 New
BWA
1664
Bestgate Wealth Advisors
Maryland
$335K +$338K +1,941 New
CWM
1665
CCG Wealth Management
California
$334K -$1.22K -7 -0.4%
RAG
1666
RIA Advisory Group
Iowa
$334K +$41.3K +237 +14%
HA
1667
Huntleigh Advisors
Missouri
$334K +$337K +1,935 New
EHC
1668
Everett Harris & Co
California
$333K -$2.79K -16 -0.8%
CWS
1669
Cypress Wealth Services
California
$333K +$3.66K +21 +1%
WAL
1670
W Advisors LLC
Tennessee
$332K – – –
BFWM
1671
Bright Futures Wealth Management
New York
$331K -$306K -1,754 -50%
VC
1672
Vicus Capital
Pennsylvania
$330K +$333K +1,911 New
OL
1673
OneFund LLC
Florida
$329K +$2.61K +15 +0.8%
CST
1674
Charles Schwab Trust
Nevada
$328K – – –
SRC
1675
Shufro Rose & Co
New York
$328K -$33.1K -190 -9%
65 66
67
68 69