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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
1851
Liberty Square Wealth Partners
Pennsylvania
$233K +$246K +1,412 New
LAM
1852
LECAP Asset Management
United Kingdom
$233K +$235K +1,349 New
WDG
1853
Wealth Dimensions Group
Ohio
$232K -$23.9K -137 -9%
CFO
1854
CVA Family Office
Colorado
$232K +$21.8K +125 +10%
SPI
1855
Sutton Place Investors
New York
$232K +$235K +1,347 New
SFI
1856
SPC Financial Inc
Maryland
$232K +$234K +1,344 New
LCWP
1857
Legacy Capital Wealth Partners
Arkansas
$230K -$8.89K -51 -4%
WCG
1858
Weaver Consulting Group
California
$230K – – –
BC
1859
Barrett & Company
Rhode Island
$230K +$697 +4 +0.3%
AWM
1860
Aries Wealth Management
Maine
$230K – – –
SWA
1861
Serenus Wealth Advisors
California
$229K +$232K +1,329 New
GFPC
1862
Global Financial Private Client
Florida
$228K +$523 +3 +0.2%
EAM
1863
Everstar Asset Management
North Carolina
$228K +$1.39K +8 +0.6%
WI
1864
Wedgewood Investors
Pennsylvania
$228K – – –
TAM
1865
Taurus Asset Management
New York
$227K – – –
VAMG
1866
Voisard Asset Management Group
Michigan
$226K -$174 -1 -0.1%
PWG
1867
Portside Wealth Group
Utah
$226K -$871 -5 -0.4%
CWP
1868
CFM Wealth Partners
Texas
$225K – – –
MSR
1869
Main Street Research
Connecticut
$224K -$12.7K -73 -5%
ACS
1870
Archford Capital Strategies
Illinois
$224K +$523 +3 +0.2%
WWG
1871
West Wealth Group
California
$224K +$227K +1,301 New
WRM
1872
Weybosset Research & Management
Rhode Island
$224K +$226K +1,299 New
SH
1873
SLT Holdings
Arizona
$223K +$225K +1,294 New
CPWM
1874
Cypress Point Wealth Management
Texas
$222K -$30.1K -173 -12%
CC
1875
Centiva Capital
New York
$221K +$224K +1,284 New
73 74
75
76 77