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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
601
Alpine Global Management
New York
$1.08M +$999K +14,465 New
HAG
602
HighPoint Advisor Group
Illinois
$1.07M -$123K -1,781 -11%
CWM
603
Chesapeake Wealth Management
Virginia
$1.07M +$105K +1,519 +12%
1W
604
1776 Wealth
Georgia
$1.07M -$13.8K -200 -1%
BIM
605
Baldwin Investment Management
Pennsylvania
$1.07M – – –
HCMT
606
Highland Capital Management (Tennessee)
Tennessee
$1.07M +$45.4K +657 +5%
YWP
607
YorkBridge Wealth Partners
New York
$1.06M +$106K +1,532 +12%
CCM
608
Coe Capital Management
Illinois
$1.05M -$166K -2,400 -15%
HCP
609
Hexagon Capital Partners
Arkansas
$1.04M -$344K -4,982 -26%
CA
610
Clearstead Advisors
Ohio
$1.03M +$16.6K +240 +2%
BHWM
611
Bar Harbor Wealth Management
New Hampshire
$1.03M +$191K +2,766 +25%
HT
612
HAP Trading
New York
$1.03M +$148K +2,148 +18%
MFA
613
Mayflower Financial Advisors
Massachusetts
$1.03M -$25.9K -375 -3%
NIPH
614
NN Investment Partners Holdings
Netherlands
$1.02M +$946K +13,700 New
SM
615
SG3 Management
Puerto Rico
$1.02M +$946K +13,700 New
MAM
616
Morse Asset Management
Connecticut
$1.01M +$10.4K +150 +1%
WPC
617
Waters Parkerson & Co
Louisiana
$1.01M – – –
MS
618
Maven Securities
Jersey
$1.01M +$932K +13,500 New
OAM
619
Oppenheimer Asset Management
New York
$996K -$77.3K -1,119 -8%
LW
620
Linscomb Wealth
Texas
$987K +$1.45K +21 +0.2%
NVIM
621
New Vernon Investment Management
Illinois
$984K – – –
TNB
622
TCF National Bank
South Dakota
$983K – – –
AFG
623
Alterity Financial Group
Maine
$983K +$534K +7,741 New
AIM
624
Achmea Investment Management
Netherlands
$980K – – –
BTWM
625
Baker Tilly Wealth Management
Wisconsin
$977K +$905K +13,109 New
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