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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1701
Perennial Advisors
New York
$328K – – –
MAP
1702
Moody Aldrich Partners
Massachusetts
$327K -$192K -1,119 -37%
TWA
1703
Tandem Wealth Advisors
Arizona
$325K -$75.9K -443 -19%
EL
1704
Essex LLC
Illinois
$325K -$16.6K -97 -5%
KOC
1705
Koss-Olinger Consulting
Florida
$325K – – –
AL
1706
Aspiriant LLC
California
$325K -$5.83K -34 -2%
RPWA
1707
Regent Peak Wealth Advisors
Georgia
$324K +$325K +1,898 New
RA
1708
Riversedge Advisors
Delaware
$324K +$26.2K +153 +9%
PL
1709
Plancorp LLC
Missouri
$323K +$5.65K +33 +2%
TC
1710
TownSquare Capital
Utah
$323K -$245K -1,430 -43%
BI
1711
Beckerman Institutional
New Jersey
$321K +$322K +1,881 New
GWM
1712
GSB Wealth Management
Connecticut
$318K +$685 +4 +0.2%
MAM
1713
Mystic Asset Management
Rhode Island
$318K +$343 +2 +0.1%
FSC
1714
Full Sail Capital
Oklahoma
$318K +$1.71K +10 +0.5%
MSFS
1715
Main Street Financial Solutions
Pennsylvania
$317K +$318K +1,856 New
FFS
1716
Founders Financial Securities
Maryland
$316K +$317K +1,852 New
CC
1717
Cadinha & Co
Hawaii
$316K – – –
HKIM
1718
Hayek Kallen Investment Management
Alabama
$316K – – –
BWA
1719
Bestgate Wealth Advisors
Maryland
$315K -$16.4K -96 -5%
PPC
1720
Pennington Partners & Co
Maryland
$314K – – –
SW
1721
Simplicity Wealth
New Jersey
$311K -$423K -2,471 -58%
NB
1722
NBT Bank
New York
$311K – – –
JFA
1723
JNBA Financial Advisors
Minnesota
$310K – – –
IIC
1724
Integrated Investment Consultants
Michigan
$310K +$33.4K +195 +12%
FBC
1725
Fairfield, Bush & Co
Connecticut
$309K -$35.1K -205 -10%
67 68
69
70 71