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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
2101
Quaker Wealth Management
New Jersey
$2.84K +$2.61K +19 New
PWMG
2102
Private Wealth Management Group
New Jersey
$2.69K – – –
PS
2103
PayPay Securities
Japan
$2.69K -$550 -4 -18%
GFL
2104
Granite FO LLC
New Hampshire
$2.69K – – –
WA
2105
WestEnd Advisors
North Carolina
$2.39K -$962 -7 -30%
NWM
2106
Nova Wealth Management
Florida
$2.31K +$2.06K +15 New
PSB
2107
Piscataqua Savings Bank
New Hampshire
$2.24K +$2.06K +15 New
RWM
2108
Rialto Wealth Management
New York
$2.1K +$137 +1 +8%
BFS
2109
Bare Financial Services
Pennsylvania
$1.79K +$1.65K +12 New
SWIG
2110
Strategic Wealth Investment Group
Kentucky
$1.79K +$1.65K +12 New
FNWA
2111
Financial Network Wealth Advisors
Utah
$1.5K – – –
RS
2112
Rakuten Securities
Japan
$1.5K – – –
PWM
2113
Parkworth Wealth Management
California
$1.35K +$550 +4 +80%
SC
2114
Stephens Consulting
Michigan
$1.2K +$1.1K +8 New
DF
2115
DecisionPoint Financial
Arizona
$1.07K +$962 +7 New
HFS
2116
Horizon Financial Services
North Carolina
$897 – – –
PIS
2117
POM Investment Strategies
North Carolina
$748 +$687 +5 New
Q1WB
2118
Quest 10 Wealth Builders
Virginia
$721 – – –
IWM
2119
Inlight Wealth Management
Georgia
$449 – – –
RJA
2120
Ross\Johnson & Associates
Minnesota
$299 – – –
WBC
2121
West Branch Capital
Massachusetts
$150 – – –
RWPA
2122
Richard W. Paul & Associates
Michigan
$150 +$137 +1 New
CF
2123
Corebridge Financial
Texas
– -$26.1M -186,852 Closed
QC
2124
Quadrature Capital
United Kingdom
– -$23.1M -165,342 Closed
GIM
2125
Guardian Investment Management
California
– -$18.2M -129,915 Closed
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