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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2051
Tidemark
California
$13.7K +$2.47K +19 +19%
DIP
2052
DT Investment Partners
Pennsylvania
$13.3K +$5.2K +40 +53%
JGIA
2053
Jackson Grant Investment Advisers
Connecticut
$13.3K +$130 +1 +0.9%
HWP
2054
Highline Wealth Partners
California
$13.1K -$10K -77 -40%
HFS
2055
Hughes Financial Services
Virginia
$13.1K +$1.17K +9 +9%
MAS
2056
MPWM Advisory Solutions
Georgia
$12.2K – – –
GF
2057
GGM Financials
Ohio
$12K +$130 +1 +1%
DWM
2058
Dogwood Wealth Management
Kansas
$12K -$6.89K -53 -34%
BCPWM
2059
Bradley & Co Private Wealth Management
Florida
$11.5K – – –
IWP
2060
IAG Wealth Partners
Wisconsin
$11.5K – – –
TCM
2061
Tradewinds Capital Management
Washington
$11.5K – – –
SFG
2062
Strive Financial Group
Indiana
$11K – – –
WAS
2063
Winch Advisory Services
Wisconsin
$11K – – –
LAS
2064
Lloyd Advisory Services
Georgia
$10.8K -$1.17K -9 -9%
KFG
2065
Kingdom Financial Group
Arizona
$10.8K +$130 +1 +1%
PWA
2066
Provenance Wealth Advisors
Florida
$10.3K – – –
KTC
2067
Kentucky Trust Company
Kentucky
$10K – – –
MWM
2068
Mascoma Wealth Management
New Hampshire
$10K +$1.3K +10 +13%
OAJ
2069
Ogorek Anthony Joseph
New York
$10K -$47.1K -362 -80%
AW
2070
Avion Wealth
Texas
$10K -$2.99K -23 -20%
BG
2071
Bollard Group
Massachusetts
$10K +$11.3K +87 New
FG
2072
Fairman Group
Pennsylvania
$9.2K +$10.4K +80 New
PWMG
2073
Prestige Wealth Management Group
New Jersey
$8.97K +$5.33K +41 +111%
EFMH
2074
E Fund Management (HK)
Hong Kong
$8.97K +$9.5K +73 +1,460%
BSB
2075
Bangor Savings Bank
Maine
$8.62K +$2.47K +19 +34%
81 82
83
84 85