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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1926
Walkner Condon Financial Advisors
Wisconsin
$227K +$11.4K +75 +5%
GS
1927
Gagnon Securities
New York
$227K +$224K +1,475 New
WP
1928
WealthShield Partners
North Carolina
$227K -$3.5K -23 -2%
AWA
1929
Adapt Wealth Advisors
Georgia
$227K -$15.5K -102 -6%
CWA
1930
Canvas Wealth Advisors
Kansas
$226K -$11.9K -78 -5%
VCM
1931
Voleon Capital Management
California
$226K -$1.29M -8,499 -85%
WCA
1932
Whetstone Capital Advisors
Kansas
$226K +$35K +230 +19%
HFS
1933
Hantz Financial Services
Michigan
$225K +$94.5K +622 +74%
KCP
1934
Kera Capital Partners
California
$225K -$68.2K -449 -22%
YDMI
1935
Y.D. More Investments
Israel
$224K -$3.34K -22 -1%
OAM
1936
Ostrum Asset Management
France
$224K -$73.2K -482 -25%
DAM
1937
Doheny Asset Management
California
$224K – – –
FWMP
1938
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$224K -$304 -2 -0.1%
RWFS
1939
Rayburn West Financial Services
Tennessee
$224K +$220K +1,450 New
SW
1940
SMART Wealth
Nebraska
$223K +$220K +1,447 New
FA
1941
Fiduciary Alliance
South Carolina
$222K -$7.75K -51 -3%
HWM
1942
Horizon Wealth Management
Illinois
$222K -$8.66K -57 -4%
ACA
1943
Aspire Capital Advisors
Washington
$221K – – –
AFP
1944
Alpha Financial Partners
Kentucky
$221K +$12K +79 +6%
BWA
1945
Blodgett Wealth Advisors
California
$220K +$760 +5 +0.4%
BSI
1946
Bennett Selby Investments
Maine
$220K – – –
IAP
1947
Indie Asset Partners
Indiana
$220K +$217K +1,427 New
GWP
1948
Gateway Wealth Partners
Wisconsin
$220K +$217K +1,425 New
BGA
1949
Battery Global Advisors
Massachusetts
$219K +$2.89K +19 +1%
LRIA
1950
Leonard Rickey Investment Advisors
Washington
$219K -$3.65K -24 -2%
76 77
78
79 80