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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1801
Planning Capital Management Corporation
Pennsylvania
$20.3K -$8.24K -67 -29%
CFS
1802
CGC Financial Services
Oregon
$20.1K – – –
SC
1803
Steph & Co
Wisconsin
$18.8K +$1.48K +12 +9%
AWM
1804
Abound Wealth Management
Tennessee
$18.2K -$1.35K -11 -7%
WAM
1805
WFA Asset Management
Wisconsin
$18K -$17.7K -144 -50%
CCM
1806
Chilton Capital Management
Texas
$17.5K -$7.14K -58 -29%
HI
1807
Hoey Investments
Pennsylvania
$15.7K +$3.32K +27 +27%
VWA
1808
Valued Wealth Advisors
Utah
$15.7K – – –
GWMI
1809
Guardian Wealth Management (Illinois)
Illinois
$15.4K -$123 -1 -0.8%
TAM
1810
Tucker Asset Management
Colorado
$15.2K – – –
ANBT
1811
American National Bank & Trust
Texas
$15.2K +$6.15K +50 +68%
DPW
1812
DiNuzzo Private Wealth
Pennsylvania
$15K +$123 +1 +0.8%
GAG
1813
Goodman Advisory Group
Massachusetts
$14.9K – – –
CWP
1814
Concord Wealth Partners
Virginia
$14.7K – – –
RWM
1815
Raffa Wealth Management
District of Columbia
$14.7K – – –
PPA
1816
Painted Porch Advisors
California
$13.7K +$13.7K +111 New
NI
1817
NCP Inc
California
$13.6K – – –
JGIA
1818
Jackson Grant Investment Advisers
Connecticut
$13.6K +$123 +1 +0.9%
HGA
1819
Hobbs Group Advisors
South Carolina
$12.8K +$12.7K +103 New
IGWM
1820
ICA Group Wealth Management
Colorado
$12.4K -$33K -268 -73%
AF
1821
Arrow Financial
New York
$12.4K -$24.6K -200 -67%
AP
1822
Atwood & Palmer
Missouri
$12.4K – – –
BCPWM
1823
Bradley & Co Private Wealth Management
Florida
$12.4K – – –
CSC
1824
Caldwell Sutter Capital
California
$12.4K – – –
PA
1825
PSI Advisors
Florida
$12.4K – – –
71 72
73
74 75