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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
1926
Tanglewood Legacy Advisors
Texas
$105K +$550 +4 +0.6%
PP
1927
Pingora Partners
Wyoming
$105K – – –
WAM
1928
Wolverine Asset Management
Illinois
$105K – – –
SIS
1929
Strategic Investment Solutions
Illinois
$103K – – –
CT
1930
Clearstead Trust
Maine
$102K +$4.12K +30 +5%
RAM
1931
Riggs Asset Management
Pennsylvania
$101K +$687 +5 +0.7%
FCAS
1932
First Command Advisory Services
Texas
$99.8K +$87.8K +639 +2,282%
MCM
1933
MV Capital Management
Maryland
$98K -$14.8K -108 -14%
JSAM
1934
J. Safra Asset Management
New York
$97.2K – – –
OP
1935
ORG Partners
Indiana
$97.1K +$24.6K +179 +39%
PC
1936
Promus Capital
Illinois
$96.5K -$100K -731 -53%
DWA
1937
Delos Wealth Advisors
Texas
$95.9K +$88.1K +641 New
CFFP
1938
Center for Financial Planning
Michigan
$95.7K – – –
BGAI
1939
Bruce G. Allen Investments
Colorado
$95.6K -$12.1K -88 -12%
BONH
1940
Bank of New Hampshire
New Hampshire
$95K – – –
AT
1941
Avalon Trust
New Mexico
$94.7K – – –
HAP
1942
Harbor Asset Planning
Massachusetts
$94K +$86.3K +628 New
ABWM
1943
Alpine Bank Wealth Management
Colorado
$93.9K -$172K -1,250 -67%
BCMLT
1944
Beacon Capital Management LLC (Tennessee)
Tennessee
$93.8K -$7.42K -54 -8%
API
1945
Asset Planning Inc
California
$90.7K +$550 +4 +0.7%
CA
1946
Centerpoint Advisors
Massachusetts
$90K +$275 +2 +0.3%
PB
1947
Pinnacle Bancorp
Nebraska
$89.7K +$27.5K +200 +50%
PWM
1948
Proathlete Wealth Management
Florida
$89K +$550 +4 +0.7%
RDFA
1949
Ritter Daniher Financial Advisory
Ohio
$88.8K +$550 +4 +0.7%
NSG
1950
Nalls Sherbakoff Group
Tennessee
$88.1K – – –
76 77
78
79 80