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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1926
Ritter Daniher Financial Advisory
Ohio
$82.4K +$812 +5 +0.9%
NSG
1927
Nalls Sherbakoff Group
Tennessee
$82.3K +$95.6K +589 New
TSMHT
1928
Thurston Springer Miller Herd & Titak
Indiana
$80.1K +$51.9K +320 +126%
BBPWM
1929
Blue Bell Private Wealth Management
Pennsylvania
$78.6K +$16.2K +100 +22%
FP
1930
Financial Perspectives
Minnesota
$78.3K – – –
IAS
1931
IMA Advisory Services
Colorado
$78.3K +$90.9K +560 New
TVWM
1932
Tower View Wealth Management
Wisconsin
$77.3K +$812 +5 +0.9%
SHIM
1933
Stone House Investment Management
Pennsylvania
$75.3K +$87.5K +539 New
BHWM
1934
Beaird Harris Wealth Management
Texas
$74.2K – – –
CCA
1935
Catalyst Capital Advisors
New York
$73.7K +$26.6K +164 +45%
FDW
1936
Fourth Dimension Wealth
Ohio
$69.9K – – –
WTA
1937
Washington Trust Advisors
Massachusetts
$69.8K -$39K -240 -32%
BP
1938
BNP Paribas
France
$67.1K -$127K -780 -62%
HNW
1939
High Note Wealth
Minnesota
$67.1K – – –
PP
1940
PFS Partners
New Jersey
$65.8K +$325 +2 +0.4%
MHR
1941
Matthew Hamilton Rosenberg
$65.6K – – –
OP
1942
ORG Partners
Indiana
$65.2K +$28.7K +177 +63%
BL
1943
BFSG LLC
California
$64.3K -$2.6K -16 -3%
FFC
1944
First Financial Corp
Indiana
$63K – – –
VWWMG
1945
Vermillion & White Wealth Management Group
Pennsylvania
$60.4K – – –
WWM
1946
Wolff Wiese Magana
California
$60.2K -$5.36K -33 -7%
MEG
1947
Millstone Evans Group
Colorado
$58.3K – – –
MAM
1948
Meeder Asset Management
Ohio
$57.3K +$36K +222 +118%
NC
1949
NewSquare Capital
Pennsylvania
$57.2K +$61K +376 +1,139%
GKIM
1950
GW&K Investment Management
Massachusetts
$56K +$9.09K +56 +16%
76 77
78
79 80