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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1826
Tidemark
California
$12.4K – – –
WAS
1827
Winch Advisory Services
Wisconsin
$11.4K – – –
WCM
1828
Wunderlich Capital Managemnt
Tennessee
$10.6K +$10.6K +86 New
PCWA
1829
Pacific Capital Wealth Advisors
California
$10K +$9.97K +81 New
WIA
1830
Wetzel Investment Advisors
Indiana
$9.33K – – –
MWM
1831
Mascoma Wealth Management
New Hampshire
$8.17K – – –
UWS
1832
Unique Wealth Strategies
Illinois
$7.75K +$7.26K +59 New
PCM
1833
Penserra Capital Management
California
$7K – – –
AW
1834
Avion Wealth
Texas
$7K +$1.97K +16 +34%
ETC
1835
Exchange Traded Concepts
Oklahoma
$6.31K -$189K -1,533 -97%
IRC
1836
Investors Research Corp
Georgia
$6.19K – – –
CWM
1837
Cedar Wealth Management
California
$6.19K +$6.15K +50 New
CPG
1838
Cornerstone Planning Group
New Jersey
$5.7K +$1.48K +12 +38%
SC
1839
Swan Capital
Florida
$5.42K +$5.41K +44 New
SR
1840
Syntax Research
Florida
$5.33K – – –
CIAS
1841
CBIZ Investment Advisory Services
Ohio
$5.08K +$5.04K +41 New
AIC
1842
Archer Investment Corporation
Indiana
$4.46K – – –
LOIP
1843
Live Oak Investment Partners
Texas
$4.33K – – –
RDIA
1844
RE Dickinson Investment Advisors
Iowa
$4.09K – – –
CB
1845
CNB Bank
Pennsylvania
$4.08K – – –
HFS
1846
HBC Financial Services
Washington
$4K – – –
PCFFS
1847
Pacific Center for Financial Services
California
$3.59K – – –
MIA
1848
MeadowBrook Investment Advisors
Michigan
$3.47K – – –
CIA
1849
Cape Investment Advisory
Georgia
$3.1K +$1.11K +9 +56%
CIM
1850
Contravisory Investment Management
Massachusetts
$2.97K – – –
72 73
74
75 76