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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2076
Concord Wealth Partners
Virginia
$20.5K – – –
NI
2077
NCP Inc
California
$19.2K +$174 +1 +0.9%
PPA
2078
Painted Porch Advisors
California
$19.1K – – –
JGIA
2079
Jackson Grant Investment Advisers
Connecticut
$19.1K +$174 +1 +0.9%
ANBT
2080
American National Bank & Trust
Texas
$19K – – –
SO
2081
Sierra Ocean
California
$18.4K +$18.6K +107 New
NMG
2082
New Millennium Group
Utah
$17.8K +$15.2K +87 +544%
SC
2083
Steph & Co
Wisconsin
$17.4K -$8.89K -51 -34%
HI
2084
Hoey Investments
Pennsylvania
$17.2K -$4.7K -27 -21%
AP
2085
Atwood & Palmer
Missouri
$17.2K – – –
IWP
2086
IAG Wealth Partners
Wisconsin
$17.2K – – –
PA
2087
PSI Advisors
Florida
$17.2K – – –
T
2088
Tidemark
California
$17.2K – – –
BCPWM
2089
Bradley & Co Private Wealth Management
Florida
$17.2K +$17.4K +100 New
MHIP
2090
Mountain Hill Investment Partners
New Jersey
$17.2K +$17.4K +100 New
WAS
2091
Winch Advisory Services
Wisconsin
$16.1K – – –
CPBTD
2092
Central Pacific Bank - Trust Division
Hawaii
$15.9K -$68.5K -393 -81%
HWP
2093
Highline Wealth Partners
California
$15.2K +$6.27K +36 +69%
KTC
2094
Kentucky Trust Company
Kentucky
$15K +$15.2K +87 New
AW
2095
Avion Wealth
Texas
$15K +$1.22K +7 +9%
LOIP
2096
Live Oak Investment Partners
Texas
$14.1K – – –
CSWM
2097
Cassady Schiller Wealth Management
Ohio
$14K +$14.1K +81 New
CP
2098
Castleview Partners
Texas
$13.6K +$13.6K +78 New
NWMP
2099
Noble Wealth Management PBC
Colorado
$13.4K +$13.6K +78 New
PK
2100
Pflug Koory
Nebraska
$11.7K – – –
82 83
84
85 86