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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1751
Certified Advisory Corp
Florida
$233K -$75.3K -464 -22%
MAC
1752
Mason & Associates (California)
California
$232K -$8.44K -52 -3%
MCC
1753
Money Concepts Capital
Florida
$232K +$15.9K +98 +6%
DACG
1754
Donor Advised Charitable Giving
California
$232K – – –
FWP
1755
Firethorn Wealth Partners
Georgia
$231K +$68.8K +424 +34%
SDWIA
1756
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$231K – – –
A
1757
Allianz
Germany
$231K – – –
P
1758
Pitcairn
Pennsylvania
$231K +$8.77K +54 +3%
SWM
1759
Selective Wealth Management
Virginia
$230K – – –
AM
1760
AGF Management
Ontario, Canada
$230K -$429K -2,646 -62%
NCM
1761
Novare Capital Management
North Carolina
$230K – – –
FAM
1762
Formidable Asset Management
Ohio
$230K -$4.06K -25 -1%
PPC
1763
Park Place Capital
Alabama
$230K -$812 -5 -0.3%
ZIC
1764
ZWJ Investment Counsel
Georgia
$229K – – –
LDB
1765
Lee, Danner & Bass
Tennessee
$229K – – –
PEA
1766
Park Edge Advisors
Ohio
$229K -$15.7K -97 -6%
ACM
1767
AlphaStar Capital Management
North Carolina
$228K +$28.2K +174 +12%
PAM
1768
Pegasus Asset Management
New York
$227K – – –
CA
1769
Callahan Advisors
Texas
$227K +$264K +1,624 New
CHP
1770
Cable Hill Partners
Oregon
$227K +$87.3K +538 +46%
CWM
1771
Chesapeake Wealth Management
Virginia
$227K – – –
KCM
1772
Kanawha Capital Management
Virginia
$226K +$263K +1,620 New
PWAM
1773
Private Wealth Asset Management
Iowa
$226K +$262K +1,617 New
IIC
1774
Integrated Investment Consultants
Michigan
$226K – – –
FCA
1775
Fortis Capital Advisors
Kansas
$226K -$1.89M -11,660 -88%
69 70
71
72 73