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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DEA
801
DoubleLine ETF Adviser
Florida
$1.56M +$105K +974 +9%
PA
802
Procyon Advisors
Connecticut
$1.54M +$80.9K +748 +7%
AFG
803
Atomi Financial Group
New York
$1.54M +$368K +3,404 +41%
RFN
804
RDA Financial Network
Iowa
$1.53M +$8.98K +83 +0.7%
TFS
805
Thoroughbred Financial Services
Tennessee
$1.52M +$64.7K +598 +5%
SAM
806
Secure Asset Management
Michigan
$1.52M -$108 -1 -0%
AIM
807
Avity Investment Management
Connecticut
$1.52M +$1.25M +11,585 New
VCA
808
Verdence Capital Advisors
Maryland
$1.52M -$40K -370 -3%
SOAMC
809
Spirit of America Management Corp
New York
$1.51M – – –
HCM
810
Highlander Capital Management
New Jersey
$1.51M -$48.7K -450 -4%
WKWM
811
Walter & Keenan Wealth Management
Indiana
$1.5M -$5.41K -50 -0.4%
AWM
812
Angeles Wealth Management
California
$1.49M +$2.16K +20 +0.2%
GWA
813
Gratus Wealth Advisors
Virginia
$1.49M +$1.23M +11,382 New
MCM
814
Mork Capital Management
California
$1.49M – – –
BFA
815
Beaumont Financial Advisors
Massachusetts
$1.48M +$16K +148 +1%
PWLP
816
Prio Wealth Limited Partnership
Massachusetts
$1.47M – – –
ST
817
Sabal Trust
Florida
$1.47M +$498K +4,601 +69%
CA
818
Carson Advisory
Georgia
$1.47M -$8.11K -75 -0.7%
RL
819
Retireful LLC
Michigan
$1.47M -$2.91M -26,932 -71%
CRWM
820
Castle Rock Wealth Management
California
$1.47M +$48.1K +445 +4%
NSB
821
Norway Savings Bank
Maine
$1.47M -$62.2K -575 -5%
QI
822
Qtron Investments
Massachusetts
$1.47M – – –
ZF
823
Zhang Financial
Michigan
$1.46M -$301K -2,783 -20%
SKK
824
Shepherd Kaplan Krochuk
Massachusetts
$1.46M -$27.9K -258 -2%
CD
825
Chapin Davis
Maryland
$1.46M +$54.2K +501 +5%
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