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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
701
Tidal Investments
Wisconsin
$2.27M +$294K +2,358 +16%
GA
702
GoalVest Advisory
New York
$2.26M +$2.15M +17,225 New
BIM
703
Baldwin Investment Management
Pennsylvania
$2.24M +$565K +4,523 +36%
UM
704
UniSuper Management
Australia
$2.23M +$1.39M +11,108 +189%
LOAMS
705
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.23M +$2.12M +16,969 New
TW
706
TrinityPoint Wealth
Connecticut
$2.22M -$95.9K -768 -4%
CDH
707
Charles D. Hyman
$2.22M – – –
CA
708
CGN Advisors
Kansas
$2.2M -$121K -966 -5%
BSAM
709
Blue Square Asset Management
New York
$2.2M -$158K -1,262 -7%
DP
710
Dearborn Partners
Illinois
$2.19M -$105K -839 -5%
FNBSF
711
First National Bank Sioux Falls
South Dakota
$2.19M – – –
IFWM
712
Institute for Wealth Management
Colorado
$2.19M -$11.1K -89 -0.5%
AWE
713
Avidian Wealth Enterprises
Texas
$2.18M -$44.5K -356 -2%
WKSWA
714
White Knight Strategic Wealth Advisors
New Jersey
$2.18M -$36.2K -290 -2%
MPCA
715
Madison Park Capital Advisors
Washington
$2.17M -$15.2K -122 -0.7%
JIC
716
Joel Isaacson & Co
New York
$2.17M +$6.74K +54 +0.3%
TRCT
717
Tower Research Capital (TRC)
New York
$2.16M -$11.5M -91,938 -85%
XF
718
XML Financial
Maryland
$2.16M -$278K -2,227 -12%
SW
719
StrongBox Wealth
Missouri
$2.14M +$50.2K +402 +3%
AIMCA
720
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.14M – – –
ACP
721
Aviance Capital Partners
Florida
$2.14M -$38.6K -309 -2%
DPAM
722
Degroof Petercam Asset Management
Belgium
$2.13M – – –
KF
723
Krilogy Financial
Missouri
$2.12M +$5.62K +45 +0.3%
MWM
724
Modera Wealth Management
New Jersey
$2.12M +$18.7K +150 +0.9%
MAM
725
MWA Asset Management
Massachusetts
$2.11M +$44.5K +356 +2%
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