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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
2076
Ogorek Anthony Joseph
New York
$10K – – –
BG
2077
Bollard Group
Massachusetts
$10K +$120 +1 +1%
IWM
2078
IMG Wealth Management
Florida
$9.88K +$5.89K +49 +140%
PUI
2079
Purpose Unlimited Inc
$9.32K +$7.21K +60 +333%
PWMG
2080
Prestige Wealth Management Group
New Jersey
$9.18K – – –
EFMH
2081
E Fund Management (HK)
Hong Kong
$9.18K – – –
BFS
2082
Bare Financial Services
Pennsylvania
$9.18K +$5.05K +42 +117%
BSB
2083
Bangor Savings Bank
Maine
$8.82K – – –
HPBT
2084
Hickory Point Bank & Trust
Illinois
$8.82K – – –
CIS
2085
Custom Index Systems
New York
$8.82K +$9.01K +75 New
SC
2086
Swan Capital
Florida
$8.54K -$10.7K -89 -55%
PG
2087
Proffitt & Goodson
Tennessee
$8.47K +$8.65K +72 New
PK
2088
Pflug Koory
Nebraska
$8K +$8.17K +68 New
CFM
2089
Cornerstone Financial Management
Massachusetts
$7.77K +$5.17K +43 +187%
TFA
2090
Toth Financial Advisory
Virginia
$7.53K – – –
CRI
2091
Commonwealth Retirement Investments
Virginia
$6.48K +$6.61K +55 New
VERPA
2092
Virginia Estate & Retirement Planning Advisors
Virginia
$6.35K – – –
MS
2093
Monetary Solutions
Ohio
$5.88K – – –
RPA
2094
Redwood Park Advisors
California
$5.88K – – –
HIA
2095
HFM Investment Advisors
New Jersey
$5.88K +$360 +3 +6%
CWP
2096
Clark Wealth Partners
Illinois
$5.53K +$4.45K +37 +370%
SR
2097
Syntax Research
Florida
$5.4K +$120 +1 +2%
TCM
2098
TD Capital Management
Tennessee
$5.33K – – –
SFAM
2099
Sawyer Falduto Asset Management
Illinois
$5.18K – – –
BF
2100
Brooklyn FI
New York
$5.04K +$4.93K +41 New
82 83
84
85 86