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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1926
Chesapeake Asset Management
New York
$72.4K +$18.9K +145 +30%
HAP
1927
Harbor Asset Planning
Massachusetts
$72.2K – – –
API
1928
Asset Planning Inc
California
$71.6K +$911 +7 +1%
CT
1929
Clearstead Trust
Maine
$70.6K – – –
PWM
1930
Proathlete Wealth Management
Florida
$70.2K -$98.9K -760 -55%
MWPCG
1931
Measured Wealth Private Client Group
New Hampshire
$69.4K -$130K -999 -62%
MCM
1932
MV Capital Management
Maryland
$69.2K -$8.33K -64 -10%
SVCP
1933
Silicon Valley Capital Partners
California
$69.2K +$1.69K +13 +2%
CA
1934
Centerpoint Advisors
Massachusetts
$69K – – –
OCM
1935
Osbon Capital Management
Massachusetts
$69K +$130 +1 +0.2%
OC
1936
Oakworth Capital
Alabama
$68.3K +$65.1K +500 +532%
NSG
1937
Nalls Sherbakoff Group
Tennessee
$67.7K – – –
CBT
1938
Crews Bank & Trust
Florida
$66K -$3.25K -25 -4%
TLFA
1939
True Link Financial Advisors
California
$65.9K +$74.5K +573 New
BWA
1940
Basecamp Wealth Advisors
Washington
$65.4K -$5.07K -39 -6%
FP
1941
Financial Perspectives
Minnesota
$64.4K – – –
UFPG
1942
United Financial Planning Group
New York
$64.4K – – –
SL
1943
Salomon & Ludwin
Virginia
$64K +$14.1K +108 +24%
BBPWM
1944
Blue Bell Private Wealth Management
Pennsylvania
$63.4K – – –
LFA
1945
LGT Financial Advisors
Texas
$63.2K +$71.6K +550 New
WWM
1946
Wolff Wiese Magana
California
$62.2K +$11.7K +90 +20%
IBOK
1947
Independence Bank of Kentucky
Kentucky
$61.4K -$198K -1,521 -74%
NRG
1948
Nemes Rush Group
Michigan
$60.8K -$520 -4 -0.8%
RFP
1949
Root Financial Partners
California
$60.4K -$19.6K -151 -22%
BTC
1950
Bank & Trust Company
Illinois
$60.4K +$9.5K +73 +16%
76 77
78
79 80