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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
776
Brave Asset Management
New Jersey
$1.04M – – –
EGA
777
E&G Advisors
Texas
$1.03M -$131K -1,350 -10%
RFN
778
RDA Financial Network
Iowa
$1.02M +$7.75K +80 +0.7%
CCP
779
Carmel Capital Partners
California
$1.02M +$35.6K +368 +3%
PTC
780
Private Trust Company
Ohio
$1.02M +$390K +4,029 +50%
BC
781
Burney Company
Virginia
$1.02M +$534K +5,514 +83%
GT
782
Glenview Trust
Kentucky
$1.01M +$6K +62 +0.5%
MIM
783
Moseley Investment Management
Florida
$1.01M -$300K -3,093 -20%
DAC
784
Dividend Assets Capital
South Carolina
$1.01M – – –
TPCW
785
TD Private Client Wealth
New York
$1M +$75.1K +775 +7%
SAM
786
Secure Asset Management
Michigan
$1M +$61.2K +632 +6%
MFG
787
Magnus Financial Group
New York
$1M +$92.2K +952 +9%
EMG
788
ETF Managers Group
New Jersey
$1M +$1.16M +11,949 New
DT
789
Diversified Trust
Tennessee
$999K +$58.6K +605 +5%
OPS
790
Orion Portfolio Solutions
Nebraska
$997K +$212K +2,186 +22%
BIM
791
Baldwin Investment Management
Pennsylvania
$996K -$63K -650 -5%
SSWM
792
Sheets Smith Wealth Management
North Carolina
$993K +$14.4K +149 +1%
CA
793
Cullinan Associates
Kentucky
$992K -$513K -5,300 -31%
CA
794
Carson Advisory
Georgia
$991K +$9.69K +100 +0.9%
GPGA
795
Grandeur Peak Global Advisors
Utah
$979K -$6.5M -67,145 -85%
HCM
796
Highlander Capital Management
New Jersey
$979K -$46.5K -480 -4%
WP
797
WMS Partners
Maryland
$979K – – –
WKWM
798
Walter & Keenan Wealth Management
Indiana
$974K +$19.8K +204 +2%
CCB
799
Country Club Bank
Missouri
$970K +$173K +1,785 +18%
EWA
800
EP Wealth Advisors
California
$962K -$347K -3,586 -24%
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