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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
626
Paragon Advisors
Texas
$1.52M +$1.78M +20,561 New
CWP
627
Cyndeo Wealth Partners
Florida
$1.52M +$1.77M +20,505 New
RCM
628
Riverpark Capital Management
New York
$1.52M -$4.13M -47,880 -70%
BOPW
629
Brandywine Oak Private Wealth
Pennsylvania
$1.52M -$8.38K -97 -0.5%
PAI
630
Pittenger & Anderson Inc
Nebraska
$1.5M +$140K +1,617 +9%
IFPG
631
Intrepid Financial Planning Group
Indiana
$1.5M -$47.5K -550 -3%
DFCM
632
Dark Forest Capital Management
Puerto Rico
$1.5M +$834K +9,663 +92%
FT
633
Fiduciary Trust
Massachusetts
$1.49M +$35K +405 +2%
PA
634
Parallel Advisors
California
$1.47M -$1.03M -11,950 -38%
HWM
635
HB Wealth Management
Georgia
$1.47M +$962K +11,136 +128%
RDWM
636
Red Door Wealth Management
Tennessee
$1.47M -$73.6K -852 -4%
EG
637
Ellerson Group
Maryland
$1.46M +$1.7M +19,690 New
PM
638
Penbrook Management
New York
$1.46M -$432K -5,000 -20%
ECM
639
Evergreen Capital Management
Washington
$1.45M -$13.6K -158 -0.8%
AW
640
Alaethes Wealth
Nevada
$1.45M -$155K -1,791 -8%
MYAM
641
Meiji Yasuda Asset Management
Japan
$1.45M +$22.5K +260 +1%
MA
642
Mutual Advisors
Nebraska
$1.43M +$34.6K +401 +2%
PHS
643
Pekin Hardy Strauss
Illinois
$1.42M -$555K -6,432 -25%
OSAM
644
O'Shaughnessy Asset Management
Connecticut
$1.42M -$384K -4,450 -19%
DILIC
645
Dai-ichi Life Insurance Company
Japan
$1.42M -$1.73M -20,000 -51%
RCWM
646
Royal Capital Wealth Management
Indiana
$1.42M +$1.12K +13 +0.1%
BSW
647
Buckingham Strategic Wealth
Missouri
$1.42M +$7.6K +88 +0.5%
XSC
648
X-Square Capital
Puerto Rico
$1.41M – – –
CA
649
Clearstead Advisors
Ohio
$1.41M -$38.8K -449 -2%
MOS
650
MGO One Seven
Ohio
$1.4M +$7.17K +83 +0.4%
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