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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1876
Archford Capital Strategies
Illinois
$238K -$165K -963 -41%
TF
1877
Trek Financial
Arizona
$238K +$239K +1,394 New
GC
1878
Grimes & Company
Massachusetts
$238K +$238K +1,391 New
NAS
1879
NWF Advisory Services
California
$237K -$453K -2,643 -66%
GTAM
1880
Global Trust Asset Management
Florida
$237K +$103K +600 +76%
PWM
1881
Palacios Wealth Management
Florida
$236K – – –
BCM
1882
BTC Capital Management
Iowa
$236K – – –
SFI
1883
SPC Financial Inc
Maryland
$234K +$2.74K +16 +1%
MIM
1884
MTM Investment Management
South Carolina
$234K +$343 +2 +0.1%
VAMG
1885
Voisard Asset Management Group
Michigan
$234K +$2.91K +17 +1%
IP
1886
Ignite Planners
California
$234K +$514 +3 +0.2%
P
1887
Pitcairn
Pennsylvania
$233K -$83.6K -488 -26%
1WM
1888
1858 Wealth Management
Ohio
$233K – – –
AGP
1889
Autumn Glory Partners
Texas
$232K -$105K -615 -31%
NCM
1890
Novare Capital Management
North Carolina
$232K -$25.7K -150 -10%
AFP
1891
Alpha Financial Partners
Kentucky
$231K +$232K +1,355 New
JJBC
1892
James J. Burns & Company
New York
$231K -$2.23K -13 -1%
DR
1893
Davis Rea
Ontario, Canada
$231K +$231K +1,350 New
MAG
1894
Members Advisory Group
New York
$229K +$343 +2 +0.1%
EBA
1895
Eagle Bay Advisors
New York
$229K -$28.4K -166 -11%
RW
1896
Rede Wealth
Virginia
$229K +$230K +1,341 New
FC
1897
Financial Consulate
Maryland
$229K +$230K +1,340 New
GFPC
1898
Global Financial Private Client
Florida
$228K +$229K +1,336 New
NERM
1899
New England Research & Management
Illinois
$228K +$229K +1,335 New
AWM
1900
Aries Wealth Management
Maine
$228K +$228K +1,333 New
74 75
76
77 78