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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
2376
Single Point Partners
Massachusetts
– -$253K -1,480 Closed
AGA
2377
Arkos Global Advisors
Texas
– -$251K -1,470 Closed
FWP
2378
Forefront Wealth Partners
Texas
– -$250K -1,464 Closed
MPCL
2379
My Personal CFO LLC
Washington
– -$248K -1,452 Closed
LFA
2380
Legacy Financial Advisors
Kentucky
– -$246K -1,437 Closed
NC
2381
NovaPoint Capital
Georgia
– -$245K -1,435 Closed
BFAG
2382
Blackston Financial Advisory Group
Florida
– -$243K -1,425 Closed
OCM
2383
Objective Capital Management
Ohio
– -$243K -1,424 Closed
GC
2384
Grimes & Company
Massachusetts
– -$238K -1,391 Closed
PWM
2385
Palacios Wealth Management
Florida
– -$236K -1,382 Closed
MMPW
2386
Mitchell McLeod Pugh & Williams
Alabama
– -$209K -1,380 Closed
IP
2387
Ignite Planners
California
– -$234K -1,367 Closed
P
2388
Pitcairn
Pennsylvania
– -$233K -1,366 Closed
RW
2389
Rede Wealth
Virginia
– -$229K -1,341 Closed
NERM
2390
New England Research & Management
Illinois
– -$228K -1,335 Closed
CAM
2391
Columbia Asset Management
Michigan
– -$227K -1,331 Closed
CWA
2392
Clarity Wealth Advisors
California
– -$222K -1,299 Closed
CNBT
2393
Canandaigua National Bank & Trust
New York
– -$221K -1,296 Closed
CPWM
2394
Cypress Point Wealth Management
Texas
– -$220K -1,290 Closed
BFG
2395
Bouchey Financial Group
New York
– -$219K -1,279 Closed
BFG
2396
Baron Financial Group
New Jersey
– -$218K -1,275 Closed
GDP
2397
Great Diamond Partners
Maine
– -$218K -1,275 Closed
TMWM
2398
Taylor & Morgan Wealth Management
Michigan
– -$217K -1,268 Closed
SFC
2399
Sprinkle Financial Consultants
Colorado
– -$216K -1,266 Closed
EFG
2400
Ethos Financial Group
Pennsylvania
– -$215K -1,259 Closed
94 95
96
97 98