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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1776
Callahan Advisors
Texas
$243K +$412 +3 +0.2%
KCM
1777
Kanawha Capital Management
Virginia
$242K – – –
IIC
1778
Integrated Investment Consultants
Michigan
$242K – – –
KFA
1779
Kapstone Financial Advisors
Ohio
$242K – – –
BCG
1780
Breakwater Capital Group
New Jersey
$241K +$10.6K +77 +5%
DW30
1781
Drucker Wealth 3.0
New Jersey
$241K +$209K +1,520 New
MAC
1782
Mason & Associates (California)
California
$240K -$8.24K -60 -4%
EWA
1783
Exencial Wealth Advisors
Oklahoma
$240K +$6.18K +45 +3%
CAG
1784
Centerpoint Advisory Group
Kansas
$239K – – –
MW
1785
MBL Wealth
North Carolina
$238K +$219K +1,594 New
CWM
1786
Chesapeake Wealth Management
Virginia
$238K -$4.12K -30 -2%
JF
1787
JSF Financial
California
$238K +$3.85K +28 +2%
ANTB
1788
AMG National Trust Bank
Colorado
$238K +$687 +5 +0.3%
BDF
1789
Black Diamond Financial
Maryland
$238K +$3.57K +26 +2%
HPM
1790
Hoxton Planning & Management
West Virginia
$238K -$275 -2 -0.1%
LBC
1791
Leigh Baldwin & Co
New York
$237K +$137 +1 +0.1%
AF
1792
Atala Financial
California
$236K – – –
PFA
1793
Pathway Financial Advisers
Indiana
$236K +$1.37K +10 +0.6%
BAM
1794
Blueshift Asset Management
New Jersey
$236K +$216K +1,575 New
AAIM
1795
Asset Advisors Investment Management
Georgia
$235K – – –
FA
1796
Fiduciary Alliance
South Carolina
$234K +$215K +1,563 New
MCC
1797
Money Concepts Capital
Florida
$233K -$13.5K -98 -6%
LFA
1798
Legacy Financial Advisors
Kentucky
$233K -$34.2K -249 -14%
RWP
1799
Ridgecrest Wealth Partners
California
$233K -$68.7K -500 -24%
PCM
1800
Princeton Capital Management
New Jersey
$233K – – –
70 71
72
73 74