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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1876
Western Pacific Wealth Management
Illinois
$184K +$74.7K +544 +79%
DCBT
1877
Dakota Community Bank & Trust
North Dakota
$180K +$165K +1,202 New
MMG
1878
Monetary Management Group
Missouri
$179K – – –
HRC
1879
Hoertkorn Richard Charles
$176K – – –
SPF
1880
South Plains Financial
Texas
$175K +$161K +1,173 New
CP
1881
Canopy Partners
Ohio
$172K +$158K +1,149 New
BA
1882
Bellwether Advisors
Nebraska
$170K – – –
C
1883
Covestor
United Kingdom
$167K +$26.5K +193 +21%
SI
1884
Sava Infond
Slovenia
$166K +$153K +1,110 New
NC
1885
North Capital
Utah
$160K – – –
BI
1886
Binnacle Investments
Iowa
$160K +$6.87K +50 +5%
DAM
1887
Delta Asset Management
Tennessee
$159K – – –
FDP
1888
Financiere des Professionnels
Quebec, Canada
$158K +$145K +1,058 New
LWCFA
1889
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155K – – –
AWM
1890
Atticus Wealth Management
Florida
$150K +$824 +6 +0.6%
SVCP
1891
Silicon Valley Capital Partners
California
$150K -$3.44K -25 -2%
ICM
1892
Islay Capital Management
Texas
$150K – – –
FFWM
1893
Future Financial Wealth Management
Ohio
$150K +$13.7K +100 +11%
MSG
1894
Main Street Group
Virginia
$148K -$15K -109 -10%
GM
1895
GeoWealth Management
Illinois
$147K -$17K -124 -11%
PWAM
1896
Private Wealth Asset Management
Iowa
$143K -$90.7K -660 -41%
FDCP
1897
Foster Dykema Cabot & Partners
Massachusetts
$142K – – –
APW
1898
Aventura Private Wealth
Florida
$142K +$550 +4 +0.4%
FFO
1899
Fortitude Family Office
Arizona
$141K +$6.05K +44 +5%
TFIPS
1900
Towarzystwo Funduszy Inwestycyjnych PZU SA
$141K +$27.5K +200 +27%
74 75
76
77 78