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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1801
Riversedge Advisors
Delaware
$219K -$50K -384 -17%
SRC
1802
Shufro Rose & Co
New York
$218K -$7.81K -60 -3%
BW
1803
Balance Wealth
Ohio
$218K +$50.7K +390 +26%
HFS
1804
Hopwood Financial Services
Virginia
$217K -$18.2K -140 -7%
KCM
1805
Kanawha Capital Management
Virginia
$217K +$246K +1,890 New
GIA
1806
GHP Investment Advisors
Colorado
$217K +$10.3K +79 +4%
BI
1807
Beckerman Institutional
New Jersey
$216K – – –
LCC
1808
Lincoln Capital Corp
Rhode Island
$216K -$8.46K -65 -3%
WAS
1809
Wealth Advisory Solutions
Indiana
$216K +$61.9K +476 +34%
B
1810
Bellecapital
Switzerland
$216K -$9.89K -76 -4%
DW30
1811
Drucker Wealth 3.0
New Jersey
$215K +$19.5K +150 +9%
MYLI
1812
Meiji Yasuda Life Insurance
Japan
$213K +$241K +1,856 New
SWM
1813
Selective Wealth Management
Virginia
$210K -$6.76K -52 -3%
CWA
1814
Canvas Wealth Advisors
Kansas
$209K +$45.9K +353 +24%
MCCA
1815
Mill Creek Capital Advisors
Pennsylvania
$209K +$4.42K +34 +2%
JFA
1816
JNBA Financial Advisors
Minnesota
$208K -$5.59K -43 -2%
AIS
1817
Advocate Investing Services
Maryland
$208K – – –
ZIM
1818
Zacks Investment Management
Illinois
$208K -$213K -1,639 -48%
PPWM
1819
Perissos Private Wealth Management
Oklahoma
$206K +$2.6K +20 +1%
LCM
1820
LRT Capital Management
Texas
$206K -$224K -1,723 -49%
FL
1821
FreeGulliver LLC
Louisiana
$205K +$59.8K +460 +35%
TCM
1822
Tufton Capital Management
Maryland
$205K -$9.76K -75 -4%
AFP
1823
Alpha Financial Partners
Kentucky
$205K +$45.1K +347 +24%
GWM
1824
Goldenstone Wealth Management
California
$205K -$12.4K -95 -5%
BMC
1825
Benin Management Corp
Connecticut
$204K – – –
71 72
73
74 75