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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
726
Traverso Chambers Private Wealth Management
California
$1.16M +$88 +1 +0%
STA
727
Summit Trail Advisors
New York
$1.16M -$456K -5,159 -28%
AG
728
AIA Group
Hong Kong
$1.15M +$2.74K +31 +0.2%
FUBT
729
First United Bank & Trust
Maryland
$1.15M -$31.9K -361 -3%
ZF
730
Zhang Financial
Michigan
$1.15M +$90K +1,019 +8%
GT
731
Glenview Trust
Kentucky
$1.15M +$86.6K +980 +8%
IWM
732
IHT Wealth Management
Illinois
$1.15M +$65.4K +740 +6%
RFC
733
Regions Financial Corp
Alabama
$1.15M -$2.47K -28 -0.2%
AWM
734
Accel Wealth Management
Iowa
$1.13M +$3.62K +41 +0.3%
HBT
735
Hills Bank & Trust
Iowa
$1.13M +$295K +3,339 +35%
SWM
736
Segment Wealth Management
Texas
$1.12M -$132K -1,500 -11%
LTAS
737
Linden Thomas Advisory Services
North Carolina
$1.12M +$166K +1,880 +17%
ISWM
738
Independent Solutions Wealth Management
New York
$1.12M +$6.45K +73 +0.6%
BAM
739
Brave Asset Management
New Jersey
$1.11M +$22.1K +250 +2%
BMCM
740
Bryn Mawr Capital Management
Pennsylvania
$1.1M – – –
BIM
741
Baldwin Investment Management
Pennsylvania
$1.1M – – –
XWM
742
Xcel Wealth Management
Florida
$1.1M +$1.11M +12,540 New
NYLIM
743
New York Life Investment Management
New York
$1.1M -$23.6K -267 -2%
LA
744
LBP AM
France
$1.1M -$76.8K -870 -7%
FHB
745
First Hawaiian Bank
Hawaii
$1.08M +$1.09M +12,337 New
VWMG
746
Virginia Wealth Management Group
Virginia
$1.08M -$5.3K -60 -0.5%
AAF
747
Andra AP-fonden
Sweden
$1.08M -$3.07M -34,800 -74%
RWB
748
RMR Wealth Builders
New Jersey
$1.07M +$44.3K +501 +4%
AWP
749
Accretive Wealth Partners
New Jersey
$1.07M +$31.7K +359 +3%
UBG
750
United Bank (Georgia)
Georgia
$1.07M +$154K +1,744 +17%
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