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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
651
Duality Advisers
Florida
$1.4M +$1.63M +18,821 New
ZCI
652
Zevenbergen Capital Investments
Washington
$1.39M -$1.2M -13,890 -43%
IC
653
Inscription Capital
Texas
$1.39M -$101K -1,172 -6%
FMB
654
Field & Main Bank
Kentucky
$1.39M -$32.8K -380 -2%
SWA
655
SFMG Wealth Advisors
Texas
$1.38M +$36.7K +425 +2%
BBHC
656
Brown Brothers Harriman & Co
New York
$1.37M +$223K +2,577 +16%
CA
657
CGN Advisors
Kansas
$1.37M +$899K +10,409 +130%
TW
658
TrinityPoint Wealth
Connecticut
$1.36M -$850K -9,838 -35%
CDH
659
Charles D. Hyman
$1.36M – – –
AWM
660
Avitas Wealth Management
California
$1.36M -$16.2K -188 -1%
STA
661
Summit Trail Advisors
New York
$1.36M +$76.6K +887 +5%
TNAM
662
Terra Nova Asset Management
New York
$1.36M -$269K -3,110 -15%
WF
663
Welch & Forbes
Massachusetts
$1.35M +$665K +7,695 +73%
SAM
664
Strategy Asset Managers
California
$1.34M -$2.85K -33 -0.2%
AWS
665
AJ Wealth Strategies
New York
$1.34M +$209K +2,423 +16%
WAM
666
Weiss Asset Management
Massachusetts
$1.34M +$1.55M +18,000 New
SPC
667
Sigma Planning Corp
Michigan
$1.33M +$309K +3,574 +25%
DCM
668
Dupont Capital Management
Delaware
$1.32M -$359K -4,154 -19%
KF
669
Krilogy Financial
Missouri
$1.32M -$51.6K -598 -3%
IFWM
670
Institute for Wealth Management
Colorado
$1.31M +$27.7K +321 +2%
CA
671
CoreCap Advisors
Michigan
$1.3M +$292K +3,380 +24%
AWA
672
Arete Wealth Advisors
Illinois
$1.3M -$4.14K -48 -0.3%
MPPW
673
Mitchell & Pahl Private Wealth
Oklahoma
$1.29M -$42.9K -497 -3%
DAS
674
Dynamic Advisor Solutions
Arizona
$1.29M -$203K -2,345 -12%
TI
675
Tidal Investments
Wisconsin
$1.27M +$12.9K +149 +0.9%
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