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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1751
Cypress Wealth Services
California
$237K +$7.81K +60 +3%
FWM
1752
Fonville Wealth Management
Virginia
$236K -$9.63K -74 -3%
BBA
1753
Baader Bank Aktiengesellschaft
Germany
$236K +$8.85K +68 +3%
CFP
1754
Catalyst Financial Partners
Massachusetts
$236K -$153K -1,173 -36%
AA
1755
Acorns Advisers
California
$235K +$266K +2,043 New
AGWCA
1756
Annis Gardner Whiting Capital Advisors
Florida
$234K -$2.73K -21 -1%
ISWM
1757
Intesa Sanpaolo Wealth Management
$233K -$187K -1,439 -41%
CI
1758
Corient IA
Florida
$233K -$61.1K -470 -19%
BIG
1759
Brookwood Investment Group
Arizona
$233K -$16K -123 -6%
OL
1760
OneFund LLC
Florida
$232K -$6.89K -53 -3%
WLPWM
1761
Walled Lake Planning & Wealth Management
Illinois
$232K +$2.34K +18 +0.9%
PA
1762
PFG Advisors
Arizona
$232K -$16.9K -130 -6%
MCWS
1763
McKinley Carter Wealth Services
West Virginia
$231K -$360K -2,768 -58%
RF
1764
Rossby Financial
Florida
$231K +$211K +1,620 +405%
DT
1765
DV Trading
Illinois
$231K +$170K +1,305 +186%
EWA
1766
Exencial Wealth Advisors
Oklahoma
$231K +$38.4K +295 +17%
PTC
1767
Philadelphia Trust Company
Pennsylvania
$230K -$13.4K -103 -5%
MCM
1768
Manchester Capital Management
Vermont
$230K -$13.7K -105 -5%
AWA
1769
Alaska Wealth Advisors
Alaska
$230K – – –
PPW
1770
PACK Private Wealth
Minnesota
$230K – – –
SC
1771
Searle & Co
Connecticut
$230K – – –
CP
1772
Camelot Portfolios
Ohio
$230K +$130K +1,000 +100%
QOP
1773
Quinn Opportunity Partners
Virginia
$230K +$260K +2,000 New
WAL
1774
W Advisors LLC
Tennessee
$230K – – –
AWA
1775
Aletheian Wealth Advisors
Washington
$230K +$260K +1,998 New
69 70
71
72 73