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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
2051
McIlrath & Eck
Washington
$108K – – –
DT
2052
DV Trading
Illinois
$108K +$107K +701 New
WAM
2053
Wolverine Asset Management
Illinois
$108K – – –
BW
2054
Bravera Wealth
North Dakota
$105K +$103K +678 New
RFP
2055
Root Financial Partners
California
$104K -$30.2K -199 -23%
CAC
2056
Core Alternative Capital
Georgia
$104K -$33.4K -220 -25%
MCM
2057
MV Capital Management
Maryland
$103K +$1.52K +10 +2%
PP
2058
Pingora Partners
Wyoming
$100K -$4.56K -30 -4%
1CP
2059
1015 Capital Partners
Pennsylvania
$99.3K +$97.9K +644 New
AWM
2060
Activest Wealth Management
Florida
$99.1K -$518K -3,407 -84%
DWA
2061
Delos Wealth Advisors
Texas
$98.8K – – –
FCAS
2062
First Command Advisory Services
Texas
$98.7K -$12.2K -80 -11%
CFFP
2063
Center for Financial Planning
Michigan
$98.7K – – –
BONH
2064
Bank of New Hampshire
New Hampshire
$97.9K – – –
HNW
2065
High Note Wealth
Minnesota
$97.9K +$6.38K +42 +7%
HAP
2066
Harbor Asset Planning
Massachusetts
$96.8K – – –
OP
2067
ORG Partners
Indiana
$96.1K -$24.6K -162 -21%
SIC
2068
SJS Investment Consulting
Ohio
$95.3K +$6.08K +40 +7%
API
2069
Asset Planning Inc
California
$94.9K +$912 +6 +1%
CT
2070
Clearstead Trust
Maine
$94.6K -$4.56K -30 -5%
BWA
2071
Basecamp Wealth Advisors
Washington
$93.7K +$92.4K +608 New
WTA
2072
Washington Trust Advisors
Massachusetts
$93.6K +$10.2K +67 +12%
CBT
2073
Crews Bank & Trust
Florida
$92.3K -$38.4K -253 -30%
GFM
2074
GF Fund Management
China
$92.3K +$91K +599 New
OCM
2075
Osbon Capital Management
Massachusetts
$92.3K +$91K +599 New
81 82
83
84 85