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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
501
Grandview Asset Management
Pennsylvania
$3.21M – – –
WS
502
Wedbush Securities
California
$3.2M -$367K -3,161 -10%
TW
503
TrinityPoint Wealth
Connecticut
$3.19M -$11.7K -101 -0.4%
AFM
504
Abbot Financial Management
Massachusetts
$3.18M -$14.3K -123 -0.4%
PA
505
Parallel Advisors
California
$3.17M -$22K -190 -0.7%
CC
506
Cadinha & Co
Hawaii
$3.16M -$1.33M -11,500 -30%
CBB
507
Citizens Business Bank
California
$3.16M – – –
MA
508
Modus Advisors
Minnesota
$3.15M -$281K -2,419 -8%
HAI
509
Hennessy Advisors Inc
California
$3.14M -$348K -3,000 -10%
CRWM
510
Castle Rock Wealth Management
California
$3.13M +$85.8K +739 +3%
HT
511
HAP Trading
New York
$3.13M -$752K -6,480 -19%
AGA
512
Accuvest Global Advisors
Utah
$3.11M +$873K +7,526 +40%
BAM
513
Blueshift Asset Management
New Jersey
$3.11M +$3.11M +26,762 New
AAS
514
Avantax Advisory Services
Texas
$3.1M -$484K -4,173 -14%
JIC
515
Johnson Investment Counsel
Ohio
$3.09M -$304K -2,622 -9%
WA
516
Wealthstar Advisors
Texas
$3.08M +$3.07M +26,448 New
P
517
&Partners
Tennessee
$3.07M -$4.06K -35 -0.1%
OLA
518
Oliver Luxxe Assets
New Jersey
$3.07M +$68.1K +587 +2%
LSPW
519
Lake Street Private Wealth
Illinois
$3.06M +$176K +1,516 +6%
RWM
520
RKL Wealth Management
Pennsylvania
$3.06M -$52.6K -453 -2%
BHA
521
Beech Hill Advisors
New York
$3.05M -$1.05M -9,040 -26%
CIA
522
Cohen Investment Advisors
New Hampshire
$3.03M -$1.31M -11,318 -30%
SF
523
Synovus Financial
Georgia
$3.02M +$1.56M +13,482 +109%
SC
524
Slow Capital
California
$3.02M -$552K -4,757 -16%
1SB
525
1ST Source Bank
Indiana
$2.99M +$47.9K +413 +2%
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