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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1651
Lionshead Wealth Management
New York
$373K -$304 -2 -0.1%
PCA
1652
Prosperity Capital Advisors
Ohio
$373K -$16K -105 -4%
TWM
1653
TCFG Wealth Management
California
$372K +$912 +6 +0.2%
TWA
1654
Tandem Wealth Advisors
Arizona
$372K +$76.9K +506 +27%
SAM
1655
Secure Asset Management
Michigan
$371K – – –
HCP
1656
Hardin Capital Partners
South Carolina
$370K – – –
PPWM
1657
PFG Private Wealth Management
Florida
$368K +$363K +2,389 New
HB
1658
Horizon Bancorp
Indiana
$368K -$46.7K -307 -11%
CP
1659
CenterBook Partners
Connecticut
$368K -$2.2M -14,497 -86%
RWMG
1660
Redwood Wealth Management Group
New Jersey
$368K -$9.12K -60 -2%
RSC
1661
Red Spruce Capital
Pennsylvania
$367K – – –
LPT
1662
Legacy Private Trust
Wisconsin
$367K +$15.2K +100 +4%
JFGIW
1663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$366K -$105K -693 -23%
RTC
1664
Real Talk Capital
Tennessee
$366K +$360K +2,372 New
CWS
1665
Confluence Wealth Services
Pennsylvania
$366K – – –
NWWA
1666
New Wave Wealth Advisors
Arkansas
$364K -$96.8K -637 -21%
WB
1667
WesBanco Bank
West Virginia
$364K -$176K -1,156 -33%
OAM
1668
Oppenheimer Asset Management
New York
$363K -$11.3M -74,447 -97%
BWM
1669
BCS Wealth Management
Tennessee
$363K +$134K +879 +60%
AWM
1670
Avondale Wealth Management
Texas
$362K – – –
SOS
1671
Silver Oak Securities
Tennessee
$361K -$3.65K -24 -1%
FMII
1672
Farmers & Merchants Investments Inc
Nebraska
$359K -$25.8K -170 -7%
NFSG
1673
Newbridge Financial Services Group
Florida
$359K +$4.41K +29 +1%
RA
1674
Rise Advisors
New York
$359K -$31.3K -206 -8%
JFGLC
1675
Johnson Financial Group LLC (Colorado)
Colorado
$359K +$354K +2,328 New
65 66
67
68 69