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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
601
Abbot Financial Management
Massachusetts
$3.77M +$11.3K +94 +0.3%
SP
602
Stablepoint Partners
Massachusetts
$3.77M +$41K +341 +1%
PMG
603
ProVise Management Group
Florida
$3.75M -$169K -1,406 -4%
NLP
604
Next Level Private
New York
$3.75M +$26.3K +219 +0.7%
VC
605
Vestor Capital
Illinois
$3.74M -$130K -1,086 -100%
AI
606
Atria Investments
North Carolina
$3.74M +$1.31M +10,880 +52%
WSC
607
Wellington Shields & Co
New York
$3.73M -$169K -1,405 -4%
OPTFSNA
608
Old Point Trust & Financial Services N A
Virginia
$3.72M -$68.5K -570 -2%
PIP
609
Philadelphia Investment Partners
New Jersey
$3.71M +$87.5K +728 +2%
1SB
610
1ST Source Bank
Indiana
$3.7M +$21.3K +177 +0.6%
APWM
611
Argonautica Private Wealth Management
Massachusetts
$3.69M -$194K -1,617 -5%
SCTC
612
Sanibel Captiva Trust Company
Florida
$3.67M -$215K -1,790 -5%
CIA
613
Cohen Investment Advisors
New Hampshire
$3.67M +$25.7K +214 +0.7%
BFG
614
Bleakley Financial Group
New Jersey
$3.65M +$73.7K +613 +2%
LP
615
Longaeva Partners
Illinois
$3.65M +$3.73M +31,032 New
EAM
616
EULAV Asset Management
Florida
$3.65M – – –
MCM
617
Moore Capital Management
New York
$3.63M +$3.71M +30,839 New
FEG
618
Financial Enhancement Group
Indiana
$3.61M +$352K +2,928 +11%
FSBI
619
Fearless Solutions (Best Invest)
Texas
$3.6M +$546K +4,546 +17%
UF
620
Univest Financial
Pennsylvania
$3.58M +$520K +4,324 +17%
FWP
621
FAS Wealth Partners
Kansas
$3.57M +$273K +2,275 +8%
TMAM
622
Tokio Marine Asset Management
Japan
$3.57M +$108K +897 +3%
CWP
623
Cyndeo Wealth Partners
Florida
$3.56M +$43.3K +360 +1%
KF
624
Krilogy Financial
Missouri
$3.54M -$192K -1,595 -5%
BAM
625
Belpointe Asset Management
Nevada
$3.52M +$1.04M +8,620 +40%
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