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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Securian Asset Management
Minnesota
$2.51M -$68.5K -570 -3%
GAM
727
Grandview Asset Management
Pennsylvania
$2.5M +$433K +3,607 +20%
ISWM
728
Independent Solutions Wealth Management
New York
$2.48M +$68.8K +573 +3%
OAM
729
Oppenheimer Asset Management
New York
$2.48M +$1.1M +9,185 +77%
CSP
730
Cary Street Partners
Virginia
$2.48M +$9.73K +81 +0.4%
OAM
731
Occidental Asset Management
California
$2.46M +$2.24M +18,632 +810%
WAP
732
Wealthcare Advisory Partners
Pennsylvania
$2.46M -$45.3K -377 -2%
LOAMS
733
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.46M – – –
SAI
734
Savvy Advisors Inc
New York
$2.46M +$175K +1,455 +7%
TCA
735
Teewinot Capital Advisers
New York
$2.46M -$94.8K -789 -4%
FCP
736
Fidelis Capital Partners
Florida
$2.42M +$622K +5,174 +34%
PMG
737
Private Management Group
California
$2.4M +$240 +2 +0%
WIM
738
Westside Investment Management
California
$2.4M +$246K +2,045 +11%
MTIC
739
Missouri Trust & Investment Company
Missouri
$2.36M +$145K +1,206 +7%
RCA
740
Runnymede Capital Advisors
Ohio
$2.36M +$70.9K +590 +3%
EG
741
Ellerson Group
Maryland
$2.36M +$601 +5 +0%
S
742
Steadtrust
Texas
$2.35M – – –
OFS
743
OneAscent Financial Services
Alabama
$2.35M +$1.85M +15,435 +341%
PAS
744
Park Avenue Securities
New York
$2.33M +$58.2K +484 +3%
AC
745
Avory & Company
Florida
$2.33M -$332K -2,764 -12%
AG
746
Ascent Group
Virginia
$2.32M -$609K -5,071 -20%
MAS
747
Meeder Advisory Services
Ohio
$2.32M +$67K +558 +3%
PVI
748
Pine Valley Investments
New Jersey
$2.32M +$1.08K +9 +0%
MPCA
749
Madison Park Capital Advisors
Washington
$2.31M +$1.89M +15,716 +97%
FFG
750
Fortem Financial Group
California
$2.31M +$118K +986 +5%
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