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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1726
Wolff Wiese Magana
California
$68.4K -$3.75K -30 -5%
SIC
1727
SJS Investment Consulting
Ohio
$67.3K +$25K +200 +64%
FFC
1728
First Financial Corp
Indiana
$66.7K -$43.6K -349 -41%
PMFA
1729
Plante Moran Financial Advisors
Michigan
$65.7K -$231K -1,851 -79%
WB
1730
Webster Bank
Connecticut
$65.2K -$15.6K -125 -20%
LF
1731
LifeSteps Financial
California
$64K +$60.8K +487 New
CPBTD
1732
Central Pacific Bank - Trust Division
Hawaii
$63.5K +$60.6K +485 New
PP
1733
PFS Partners
New Jersey
$61K +$250 +2 +0.4%
BBPWM
1734
Blue Bell Private Wealth Management
Pennsylvania
$59.9K +$999 +8 +2%
AGWCA
1735
Annis Gardner Whiting Capital Advisors
Florida
$59.6K -$2K -16 -3%
CBT
1736
Central Bank & Trust
Kentucky
$59.6K – – –
TFIPS
1737
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.1K – – –
MHR
1738
Matthew Hamilton Rosenberg
$59.1K -$7.62K -61 -12%
WPWM
1739
Western Pacific Wealth Management
Illinois
$57.5K – – –
BGAI
1740
Bruce G. Allen Investments
Colorado
$57.1K +$22.6K +181 +71%
VWWMG
1741
Vermillion & White Wealth Management Group
Pennsylvania
$56.8K – – –
TIM
1742
Tortoise Investment Management
New York
$55.7K -$6.49K -52 -11%
OLVIG
1743
Oliver Lagore Vanvalin Investment Group
Michigan
$55.2K -$9.99K -80 -16%
TCA
1744
Trifecta Capital Advisors
Illinois
$51.5K +$49K +392 New
RWM
1745
Ruedi Wealth Management
Illinois
$49.3K – – –
FWM
1746
FSA Wealth Management
Massachusetts
$49K +$250 +2 +0.5%
IGWM
1747
ICA Group Wealth Management
Colorado
$48.4K – – –
RTC
1748
Riverview Trust Company
Washington
$48.2K +$45.8K +367 New
BHWM
1749
Beaird Harris Wealth Management
Texas
$47.7K – – –
BFPW
1750
BOK Financial Private Wealth
Colorado
$46.9K +$250 +2 +0.6%
68 69
70
71 72