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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1701
Centerpoint Advisors
Massachusetts
$103K – – –
TIM
1702
Tortoise Investment Management
New York
$102K +$49K +398 +94%
FWA
1703
FSC Wealth Advisors
New York
$99.5K +$98.9K +804 New
WPA
1704
West Paces Advisors
Georgia
$99K +$12.3K +100 +14%
PWMA
1705
Pension & Wealth Management Advisors
Massachusetts
$96.9K +$738 +6 +0.8%
SIS
1706
Sound Income Strategies
Florida
$96.7K +$492 +4 +0.5%
QL
1707
Quarry LP
New York
$95.3K +$94.8K +770 New
PWA
1708
Provenance Wealth Advisors
Florida
$94.6K – – –
ADL
1709
Asset Dedication LLC
California
$93.5K – – –
CTC
1710
Cetera Trust Company
Minnesota
$92.8K – – –
DI
1711
DAGCO Inc
Ohio
$92.8K – – –
CPA
1712
Clear Point Advisors
New York
$88.6K -$33.5K -272 -28%
SWM
1713
Sugarloaf Wealth Management
Georgia
$88.4K +$615 +5 +0.7%
CHC
1714
City Holding Co
West Virginia
$88.1K – – –
TIM
1715
Thompson Investment Management
Wisconsin
$86.7K – – –
WAM
1716
Wolverine Asset Management
Illinois
$86.7K – – –
MCM
1717
MV Capital Management
Maryland
$86.5K +$8.74K +71 +11%
CHA
1718
Carmichael Hill & Associates
Maryland
$86.3K -$369 -3 -0.4%
CBT
1719
Central Bank & Trust
Kentucky
$84.4K +$28.1K +228 +50%
TLA
1720
Tanglewood Legacy Advisors
Texas
$84.4K +$615 +5 +0.7%
WPWM
1721
Western Pacific Wealth Management
Illinois
$82.8K +$28.4K +231 +53%
CT
1722
Clearstead Trust
Maine
$80.8K – – –
BL
1723
BFSG LLC
California
$80.6K +$6.28K +51 +9%
CFFP
1724
Center for Financial Planning
Michigan
$80.5K -$61.5K -500 -43%
FFO
1725
Fortitude Family Office
Arizona
$80.1K +$79.6K +647 New
67 68
69
70 71