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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
2101
Proffitt & Goodson
Tennessee
$8.47K +$8.65K +72 New
PK
2102
Pflug Koory
Nebraska
$8K +$8.17K +68 New
CFM
2103
Cornerstone Financial Management
Massachusetts
$7.77K +$5.17K +43 +187%
TFA
2104
Toth Financial Advisory
Virginia
$7.53K – – –
CRI
2105
Commonwealth Retirement Investments
Virginia
$6.48K +$6.61K +55 New
VERPA
2106
Virginia Estate & Retirement Planning Advisors
Virginia
$6.35K – – –
MS
2107
Monetary Solutions
Ohio
$5.88K – – –
RPA
2108
Redwood Park Advisors
California
$5.88K – – –
HIA
2109
HFM Investment Advisors
New Jersey
$5.88K +$360 +3 +6%
CWP
2110
Clark Wealth Partners
Illinois
$5.53K +$4.45K +37 +370%
SR
2111
Syntax Research
Florida
$5.4K +$120 +1 +2%
TCM
2112
TD Capital Management
Tennessee
$5.33K – – –
SFAM
2113
Sawyer Falduto Asset Management
Illinois
$5.18K – – –
PWA
2114
Principia Wealth Advisory
Texas
$5.06K +$721 +6 +16%
BF
2115
Brooklyn FI
New York
$5.04K +$4.93K +41 New
ACA
2116
American Capital Advisory
Idaho
$4.35K +$481 +4 +12%
AWM
2117
Abound Wealth Management
Tennessee
$4.24K -$9.97K -83 -70%
1NWS
2118
1 North Wealth Services
Maryland
$4.24K – – –
PWS
2119
Peterson Wealth Services
Utah
$3.77K +$3.85K +32 New
PCFFS
2120
Pacific Center for Financial Services
California
$3.41K – – –
PS
2121
Pinney & Scofield
Massachusetts
$3.41K – – –
MAFA
2122
MJT & Associates Financial Advisory
Minnesota
$3.29K – – –
CWM
2123
Cranbrook Wealth Management
Michigan
$3.18K – – –
FAI
2124
Fiduciary Advisors Inc
Missouri
$3.06K +$3.12K +26 New
MAM
2125
Marquette Asset Management
Minnesota
$3.06K +$3.12K +26 New
83 84
85
86 87