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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1651
Sivia Capital Partners
California
$310K +$24.3K +177 +9%
SOS
1652
Silver Oak Securities
Tennessee
$310K +$6.59K +48 +2%
FWM
1653
Fonville Wealth Management
Virginia
$310K – – –
CCA
1654
Cora Capital Advisors
New Jersey
$309K – – –
DIA
1655
Dana Investment Advisors
Wisconsin
$309K -$133K -970 -32%
CH
1656
Cromwell Holdings
Wyoming
$308K – – –
WFM
1657
Wolff Financial Management
Michigan
$307K +$275 +2 +0.1%
BPW
1658
Bingham Private Wealth
California
$307K +$137 +1 +0%
IWA
1659
Icon Wealth Advisors
Texas
$305K +$113K +822 +67%
PI
1660
Pettee Investors
Connecticut
$304K – – –
DWP
1661
Destiny Wealth Partners
Florida
$304K +$279K +2,032 New
HFS
1662
Hopwood Financial Services
Virginia
$304K – – –
BFO
1663
Biltmore Family Office
North Carolina
$303K +$14.7K +107 +6%
FWA
1664
Flagship Wealth Advisors
Massachusetts
$302K +$20.6K +150 +8%
FBC
1665
Fairfield, Bush & Co
Connecticut
$301K -$18.1K -132 -6%
FWM
1666
Forefront Wealth Management
Pennsylvania
$301K – – –
TCBWMS
1667
Texas Capital Bank Wealth Management Services
Texas
$301K +$277K +2,013 New
RRA
1668
Round Rock Advisors
Connecticut
$300K -$4.53K -33 -2%
LCC
1669
Lincoln Capital Corp
Rhode Island
$300K -$6.46K -47 -2%
EL
1670
Essex LLC
Illinois
$299K -$3.44K -25 -1%
MIM
1671
Merrion Investment Management
New Jersey
$299K -$68.7K -500 -20%
AWA
1672
Alaska Wealth Advisors
Alaska
$299K – – –
PPW
1673
PACK Private Wealth
Minnesota
$299K – – –
SC
1674
Searle & Co
Connecticut
$299K – – –
WAL
1675
W Advisors LLC
Tennessee
$299K – – –
65 66
67
68 69