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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPTF
551
OPSEU Pension Plan Trust Fund
Ontario, Canada
$840K +$20.3K +379 +2%
DI
552
DFPG Investments
Utah
$834K -$48.3K -903 -6%
FHA
553
Flagship Harbor Advisors
Massachusetts
$833K +$17.2K +321 +2%
SWA
554
SFMG Wealth Advisors
Texas
$833K +$199K +3,722 +30%
CH
555
Canton Hathaway
Rhode Island
$830K – – –
PWP
556
Principle Wealth Partners
Connecticut
$830K +$10.7K +200 +1%
BA
557
Birinyi Associates
Connecticut
$823K -$1.25M -23,300 -60%
FANJ
558
Financial Architects (New Jersey)
New Jersey
$817K +$132K +2,463 +19%
BOPW
559
Brandywine Oak Private Wealth
Pennsylvania
$814K -$36.7K -686 -4%
IAMOG
560
Investors Asset Management of Georgia
Georgia
$808K +$54.9K +1,025 +7%
EPA
561
Element Pointe Advisors
Florida
$802K +$243K +4,540 +42%
HAG
562
HighPoint Advisor Group
Illinois
$799K +$5.62K +105 +0.8%
BAM
563
Baldrige Asset Management
Pennsylvania
$799K +$252K +4,714 +44%
RFN
564
RDA Financial Network
Iowa
$796K -$24.9K -465 -3%
AIC
565
Ayalon Insurance Company
Israel
$789K -$276K -5,150 -26%
FPB
566
First PREMIER Bank
South Dakota
$783K – – –
SWM
567
SeaCrest Wealth Management
New York
$780K -$104K -1,937 -11%
CIA
568
Capital Investment Advisors
Georgia
$773K +$106K +1,976 +15%
AWE
569
Avidian Wealth Enterprises
Texas
$767K +$29.7K +555 +4%
JIC
570
Joel Isaacson & Co
New York
$766K +$59.9K +1,120 +8%
MA
571
MONECO Advisors
Connecticut
$764K +$2.84K +53 +0.4%
BIM
572
Baldwin Investment Management
Pennsylvania
$752K – – –
HCM
573
Highlander Capital Management
New Jersey
$752K – – –
AWA
574
Arete Wealth Advisors
Illinois
$748K -$79.4K -1,483 -10%
AWA
575
Acorn Wealth Advisors
Michigan
$747K +$94.4K +1,764 +14%
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