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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
701
Rational Advisors
New York
$3.34M +$525K +3,824 +21%
MSK
702
Melissa S. Kampmann
$3.33M -$148K -1,075 -5%
LIM
703
Longfellow Investment Management
Massachusetts
$3.31M +$2.2M +16,001 +260%
AWS
704
Atria Wealth Solutions
New York
$3.28M -$2.66M -19,326 -47%
AAP
705
Arax Advisory Partners
Colorado
$3.28M +$1.88M +13,711 +167%
GCA
706
Gallagher Capital Advisors
Texas
$3.28M +$1.04M +7,602 +69%
HI
707
Horizon Investments
North Carolina
$3.27M +$1.2M +8,738 +66%
DCM
708
Dudley Capital Management
Virginia
$3.26M -$149K -1,081 -5%
GAM
709
Gotham Asset Management
New York
$3.26M +$83.7K +609 +3%
SW
710
StrongBox Wealth
Missouri
$3.21M +$194K +1,410 +7%
DLCIG
711
D.L. Carlson Investment Group
New Hampshire
$3.18M -$18.5K -135 -0.6%
JIC
712
Johnson Investment Counsel
Ohio
$3.15M -$37.4K -272 -1%
VA
713
Vident Advisory
Georgia
$3.15M +$214K +1,554 +8%
NFG
714
Nations Financial Group
Iowa
$3.14M +$147K +1,067 +5%
DWP
715
Daymark Wealth Partners
Ohio
$3.14M +$528K +3,841 +22%
GLR
716
Great Lakes Retirement
Ohio
$3.12M +$184K +1,338 +7%
PWS
717
Proactive Wealth Strategies
Georgia
$3.12M +$198K +1,444 +7%
MFG
718
Magnus Financial Group
New York
$3.11M +$84.9K +618 +3%
PS
719
Principal Securities
Iowa
$3.11M +$301K +2,194 +12%
SF
720
Slagle Financial
Illinois
$3.11M +$2.85M +20,759 New
FRA
721
Frank Rimerman Advisors
California
$3.1M +$875K +6,368 +44%
LOAMS
722
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.1M +$197K +1,431 +7%
KWM
723
Kingsview Wealth Management
Oregon
$3.09M +$33.8K +246 +1%
HIP
724
HUB Investment Partners
Texas
$3.08M +$740K +5,387 +35%
SC
725
Sierra Capital
Florida
$3.06M -$109K -795 -4%
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