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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
2076
WHI Trust
Illinois
$8.05K – – –
TFA
2077
Toth Financial Advisory
Virginia
$7.36K +$8.2K +63 +6,300%
PCM
2078
Penserra Capital Management
California
$7K – – –
UOTTAIMCU
2079
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6.55K – – –
CWMS
2080
CFG Wealth Management Services
Indiana
$6.32K – – –
STB
2081
S&T Bank
Pennsylvania
$6.21K +$2.99K +23 +74%
VERPA
2082
Virginia Estate & Retirement Planning Advisors
Virginia
$6.21K +$7.03K +54 New
S
2083
Sachetta
Massachusetts
$6.09K -$6.25K -48 -48%
MS
2084
Monetary Solutions
Ohio
$5.75K – – –
RPA
2085
Redwood Park Advisors
California
$5.75K – – –
VWM
2086
Vermillion Wealth Management
Minnesota
$5.52K +$6.25K +48 New
HIA
2087
HFM Investment Advisors
New Jersey
$5.41K -$781 -6 -11%
SR
2088
Syntax Research
Florida
$5.22K – – –
TCM
2089
TD Capital Management
Tennessee
$5.16K +$3.12K +24 +114%
SFAM
2090
Sawyer Falduto Asset Management
Illinois
$5.06K – – –
PWA
2091
Principia Wealth Advisory
Texas
$4.25K -$651 -5 -12%
PWA
2092
Portus Wealth Advisors
North Carolina
$4.25K +$4.81K +37 New
1NWS
2093
1 North Wealth Services
Maryland
$4.14K -$24.1K -185 -84%
WPA
2094
Wealth Preservation Advisors
Tennessee
$4.14K -$21.5K -165 -82%
BFS
2095
Bare Financial Services
Pennsylvania
$4.14K +$3.64K +28 +350%
IWM
2096
IMG Wealth Management
Florida
$4.03K -$130 -1 -3%
NL
2097
NVWM LLC
Pennsylvania
$3.79K -$2.6K -20 -38%
ACA
2098
American Capital Advisory
Idaho
$3.79K +$1.04K +8 +32%
PCFFS
2099
Pacific Center for Financial Services
California
$3.33K – – –
IWS
2100
Intentional Wealth Strategies
Colorado
$3.33K +$3.77K +29 New
82 83
84
85 86