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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1726
Main Street Research
Connecticut
$210K +$191K +1,374 New
WCA
1727
Whetstone Capital Advisors
Kansas
$210K +$190K +1,372 New
WAS
1728
Wealth Advisory Solutions
Indiana
$210K +$190K +1,371 New
RAM
1729
Riggs Asset Management
Pennsylvania
$210K +$1.11K +8 +0.6%
1WM
1730
1858 Wealth Management
Ohio
$209K +$189K +1,365 New
NAS
1731
NWF Advisory Services
California
$207K +$188K +1,354 New
ACM
1732
Aster Capital Management
United Arab Emirates
$206K +$186K +1,344 New
PPP
1733
Private Portfolio Partners
New Jersey
$205K +$186K +1,338 New
WCG
1734
Weaver Consulting Group
California
$205K +$185K +1,336 New
AWM
1735
Aries Wealth Management
Maine
$204K +$185K +1,333 New
BC
1736
Barrett & Company
Rhode Island
$204K +$555 +4 +0.3%
BAM
1737
Bosun Asset Management
Illinois
$203K +$184K +1,328 New
GFPC
1738
Global Financial Private Client
Florida
$202K +$25K +180 +16%
WI
1739
Wedgewood Investors
Pennsylvania
$202K +$183K +1,320 New
ACS
1740
Archford Capital Strategies
Illinois
$202K +$180K +1,298 New
PWG
1741
Portside Wealth Group
Utah
$201K +$182K +1,315 New
TAM
1742
Taurus Asset Management
New York
$201K +$182K +1,315 New
EAM
1743
Everstar Asset Management
North Carolina
$201K +$182K +1,313 New
VAMG
1744
Voisard Asset Management Group
Michigan
$201K -$98.5K -710 -35%
CWP
1745
CFM Wealth Partners
Texas
$200K -$96K -692 -35%
JFGIW
1746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$199K -$28.4K -205 -14%
IWA
1747
Icon Wealth Advisors
Texas
$193K +$59.8K +431 +52%
PP
1748
Pingora Partners
Wyoming
$191K – – –
CFO
1749
CVA Family Office
Colorado
$187K +$10.1K +73 +6%
WTA
1750
Washington Trust Advisors
Massachusetts
$185K +$167K +1,207 New
68 69
70
71 72