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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
826
Cornerstone National Bank & Trust
Illinois
$860K -$8.43K -87 -0.8%
RWM
827
Ritholtz Wealth Management
New York
$859K -$88.1K -910 -8%
DWM
828
Dakota Wealth Management
Florida
$859K +$133K +1,375 +15%
S
829
Surevest
California
$852K +$205K +2,113 +26%
YWP
830
YorkBridge Wealth Partners
New York
$848K +$63.8K +659 +7%
OIA
831
Optimum Investment Advisors
Illinois
$846K -$9.69K -100 -1%
WP
832
WealthSource Partners
California
$845K -$937K -9,680 -49%
CWP
833
Curated Wealth Partners
California
$843K -$2.52K -26 -0.3%
FAIM
834
Financial Advocates Investment Management
Washington
$841K -$97.2K -1,004 -9%
RDIA
835
RE Dickinson Investment Advisors
Iowa
$840K +$2.52K +26 +0.3%
KCM
836
Knoll Capital Management
Florida
$838K -$581K -6,000 -38%
PM
837
Parametrica Management
Hong Kong
$838K – – –
DLHL
838
Donald L. Hagan LLC
Florida
$837K – – –
TRCT
839
Tower Research Capital (TRC)
New York
$836K -$342K -3,533 -26%
FFWA
840
FRG Family Wealth Advisors
Washington
$836K +$387 +4 +0%
BFA
841
Beaumont Financial Advisors
Massachusetts
$828K +$4.65K +48 +0.5%
WAP
842
Wealthcare Advisory Partners
Pennsylvania
$828K +$40.9K +422 +4%
FCI
843
Financial Counselors Inc
Kansas
$825K -$31.5K -325 -3%
RWB
844
RMR Wealth Builders
New Jersey
$824K +$247K +2,550 +35%
SCA
845
Sandy Cove Advisors
Massachusetts
$822K +$64.3K +664 +7%
CT
846
Cambridge Trust
Massachusetts
$818K -$70.7K -730 -7%
DEM
847
Disciplined Equity Management
Florida
$815K +$943K +9,742 New
FMII
848
Farmers & Merchants Investments Inc
Nebraska
$812K -$111K -1,144 -11%
GGS
849
Galvin Gaustad & Stein
Arizona
$812K -$78.8K -814 -8%
AT
850
Arden Trust
Delaware
$809K -$11.2K -116 -1%
32 33
34
35 36