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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2101
Pinney & Scofield
Massachusetts
$3.33K +$3.77K +29 New
MAFA
2102
MJT & Associates Financial Advisory
Minnesota
$3.22K – – –
CWM
2103
Cranbrook Wealth Management
Michigan
$3.1K – – –
CC
2104
Corsicana & Co
Texas
$3.08K +$2.86K +22 New
MGI
2105
Miller Global Investments
Texas
$2.88K +$3.25K +25 New
WA
2106
WestEnd Advisors
North Carolina
$2.76K – – –
CFM
2107
Cornerstone Financial Management
Massachusetts
$2.65K -$4.29K -33 -59%
KCM
2108
Key Capital Management
Tennessee
$2.65K +$2.99K +23 New
WA
2109
Walsh & Associates
Florida
$2.53K +$390 +3 +16%
HWM
2110
HighMark Wealth Management
Minnesota
$2.33K +$911 +7 +54%
CPL
2111
Capital & Planning LLC
Georgia
$2.3K +$2.6K +20 New
PIS
2112
POM Investment Strategies
North Carolina
$2.22K – – –
GFL
2113
Granite FO LLC
New Hampshire
$2.07K – – –
PUI
2114
Purpose Unlimited Inc
$2.07K – – –
CIAS
2115
CBIZ Investment Advisory Services
Ohio
$1.96K -$11.7K -90 -84%
GWSA
2116
Global Wealth Strategies & Associates
Colorado
$1.95K +$2.21K +17 New
PS
2117
PayPay Securities
Japan
$1.92K -$781 -6 -29%
CW
2118
CrossGen Wealth
North Carolina
$1.73K – – –
BH
2119
Burk Holdings
Oklahoma
$1.73K +$1.95K +15 New
QWM
2120
Quaker Wealth Management
New Jersey
$1.38K -$1.04K -8 -40%
EC
2121
Elequin Capital
New York
$1.38K +$1.56K +12 New
TWM
2122
TopTier Wealth Management
Wisconsin
$1.38K +$1.56K +12 New
CFG
2123
Clayton Financial Group
Missouri
$1.26K -$3.38K -26 -70%
CWP
2124
Clark Wealth Partners
Illinois
$1.15K -$6.89K -53 -84%
AP
2125
Aspect Partners
Virginia
$1.15K -$260 -2 -17%
83 84
85
86 87