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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
2101
DT Investment Partners
Pennsylvania
$11.4K – – –
MWM
2102
Mascoma Wealth Management
New Hampshire
$11.4K – – –
WA
2103
Whipplewood Advisors
Colorado
$11K +$11.2K +64 New
MSWM
2104
Mowery & Schoenfeld Wealth Management
Illinois
$10.9K +$11K +63 New
CPG
2105
Cornerstone Planning Group
New Jersey
$10.8K +$1.22K +7 +13%
FIA
2106
FPC Investment Advisory
California
$9.56K +$9.41K +54 New
BOJHT
2107
Bank of Jackson Hole Trust
Wyoming
$8.45K +$8.54K +49 New
TAM
2108
Tucker Asset Management
Colorado
$7.93K -$13.4K -77 -63%
OWP
2109
ORG Wealth Partners
Texas
$7.76K -$3.48K -20 -31%
SC
2110
Swan Capital
Florida
$7.54K – – –
SR
2111
Syntax Research
Florida
$7.51K +$174 +1 +2%
CIAS
2112
CBIZ Investment Advisory Services
Ohio
$7.07K – – –
CWP
2113
Clark Wealth Partners
Illinois
$6.9K +$6.97K +40 New
AIC
2114
Archer Investment Corporation
Indiana
$6.21K – – –
PWMG
2115
Prestige Wealth Management Group
New Jersey
$6.04K – – –
RDIA
2116
RE Dickinson Investment Advisors
Iowa
$5.7K – – –
CB
2117
CNB Bank
Pennsylvania
$5.69K – – –
NC
2118
NewSquare Capital
Pennsylvania
$5.69K +$5.75K +33 New
FMP
2119
Financial Management Professionals
Texas
$5.17K +$1.22K +7 +30%
AIP
2120
Alexis Investment Partners
Texas
$5.17K +$5.23K +30 New
CF
2121
Conquis Financial
California
$5.17K +$5.23K +30 New
PCFFS
2122
Pacific Center for Financial Services
California
$5K – – –
HFS
2123
HBC Financial Services
Washington
$5K – – –
MIA
2124
MeadowBrook Investment Advisors
Michigan
$4.83K – – –
CIM
2125
Contravisory Investment Management
Massachusetts
$4.14K – – –
83 84
85
86 87