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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1751
Blue Bell Private Wealth Management
Pennsylvania
$56.5K – – –
MWA
1752
MFA Wealth Advisors
Pennsylvania
$56.2K -$259K -2,101 -82%
FFC
1753
First Financial Corp
Indiana
$55.8K -$7.01K -57 -11%
OLVIG
1754
Oliver Lagore Vanvalin Investment Group
Michigan
$54.5K +$2.46K +20 +5%
WWP
1755
WR Wealth Planners
Missouri
$54.4K +$10.3K +84 +24%
VWWMG
1756
Vermillion & White Wealth Management Group
Pennsylvania
$53.5K – – –
RWM
1757
Ruedi Wealth Management
Illinois
$46.4K – – –
RTC
1758
Riverview Trust Company
Washington
$45.4K – – –
BHWM
1759
Beaird Harris Wealth Management
Texas
$44.9K – – –
BFPW
1760
BOK Financial Private Wealth
Colorado
$44.6K +$369 +3 +0.8%
AA
1761
Addison Advisors
Vermont
$43.9K +$6.28K +51 +17%
CNBTD
1762
Citizens National Bank Trust Department
Mississippi
$43.6K +$6.4K +52 +17%
AWM
1763
AllSquare Wealth Management
New York
$42.8K – – –
TWD
1764
True Wealth Design
Ohio
$41.8K – – –
PIM
1765
Plato Investment Management
Australia
$39.7K +$3.69K +30 +10%
DFA
1766
DHJJ Financial Advisors
Illinois
$38.6K – – –
JWM
1767
Janiczek Wealth Management
Colorado
$37.8K – – –
HFS
1768
Hantz Financial Services
Michigan
$37K -$5.66K -46 -13%
GKIM
1769
GW&K Investment Management
Massachusetts
$37K +$8.61K +70 +31%
CAM
1770
Chesapeake Asset Management
New York
$36.4K +$5.41K +44 +18%
LWANC
1771
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.9K +$33K +268 +3,829%
TFGT
1772
TS Financial Group (TSFG)
Illinois
$33K -$1.85K -15 -5%
JSAM
1773
J. Safra Asset Management
New York
$32.1K +$31.9K +259 New
RI
1774
Ridgewood Investments
New Jersey
$30.9K +$30.8K +250 New
MHR
1775
Matthew Hamilton Rosenberg
$30.8K -$24.5K -199 -44%
69 70
71
72 73