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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2051
Berbice Capital Management
New York
$34.5K +$34.8K +200 New
CFP
2052
Comprehensive Financial Planning
Pennsylvania
$34.5K +$34.8K +200 New
PFG
2053
Putney Financial Group
California
$34.5K +$34.8K +200 New
BWM
2054
Bernard Wealth Management
Michigan
$34.3K +$34.7K +199 New
RF
2055
Roxbury Financial
New Jersey
$33.5K +$30.5K +175 New
MMCM
2056
Murphy & Mullick Capital Management
New York
$32.9K +$33.3K +191 New
MAM
2057
Meeder Asset Management
Ohio
$32.4K -$2.96K -17 -8%
FC
2058
Family CFO
California
$31.7K – – –
SL
2059
Salomon & Ludwin
Virginia
$31K – – –
CWM
2060
Centricity Wealth Management
Ohio
$29.7K +$30K +172 New
ZB
2061
Zions Bancorporation
Utah
$28.8K – – –
CFS
2062
CGC Financial Services
Oregon
$27.9K – – –
RI
2063
Ridgewood Investments
New Jersey
$27.9K – – –
HIMS
2064
Hager Investment Management Services
New Hampshire
$27.9K +$28.2K +162 New
BSB
2065
Bangor Savings Bank
Maine
$27.8K +$18.3K +105 +188%
POIA
2066
Pin Oak Investment Advisors
Texas
$26K – – –
CFD
2067
Creative Financial Designs
Indiana
$25.4K -$15.5K -89 -38%
AWM
2068
Abound Wealth Management
Tennessee
$23K -$17.4K -100 -43%
HHGA
2069
Halbert Hargrove Global Advisors
California
$23K +$23.2K +133 New
RWM
2070
Raffa Wealth Management
District of Columbia
$22.9K +$2.44K +14 +12%
GWMI
2071
Guardian Wealth Management (Illinois)
Illinois
$21.7K +$174 +1 +0.8%
VWA
2072
Valued Wealth Advisors
Utah
$21.7K -$1.74K -10 -7%
MAS
2073
MPWM Advisory Solutions
Georgia
$21.7K +$22K +126 New
DPW
2074
DiNuzzo Private Wealth
Pennsylvania
$20.7K – – –
CYG
2075
Clean Yield Group
Vermont
$20.7K – – –
81 82
83
84 85