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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
826
Donald L. Hagan LLC
Florida
$930K – – –
BCM
827
Bayesian Capital Management
New York
$930K +$305K +3,533 +55%
KSCM
828
Kamunting Street Capital Management
Florida
$930K +$864K +10,000 New
FFWA
829
FRG Family Wealth Advisors
Washington
$929K +$173 +2 +0%
CWP
830
Curated Wealth Partners
California
$929K – – –
TCOT
831
Trust Company of Toledo
Ohio
$928K +$457K +5,292 +113%
CIA
832
Choate Investment Advisors
Massachusetts
$925K +$220K +2,552 +34%
GAM
833
Gotham Asset Management
New York
$916K -$307K -3,559 -27%
SCA
834
Sandy Cove Advisors
Massachusetts
$913K +$173 +2 +0%
PA
835
Paragon Advisors
Texas
$902K -$611K -7,072 -42%
CT
836
Cambridge Trust
Massachusetts
$900K -$8.64K -100 -1%
WSTAM
837
Wilbanks Smith & Thomas Asset Management
Virginia
$890K – – –
MNBTD
838
Moody National Bank Trust Division
Texas
$889K – – –
MA
839
MONECO Advisors
Connecticut
$884K +$17.3K +200 +2%
NB
840
Nicolet Bankshares
Wisconsin
$876K +$583K +6,744 +89%
CF
841
Cantor Fitzgerald
New York
$875K +$9.93K +115 +1%
CCP
842
Carmel Capital Partners
California
$875K -$25.3K -293 -3%
DWM
843
Dakota Wealth Management
Florida
$867K +$2.5K +29 +0.3%
FPF
844
First Pacific Financial
Washington
$864K +$15.2K +176 +2%
TWM
845
Tradition Wealth Management
Minnesota
$863K -$41.8K -484 -5%
CNBT
846
Cornerstone National Bank & Trust
Illinois
$860K -$86.7K -1,004 -10%
RSA
847
River Street Advisors
Illinois
$857K +$523K +6,058 +192%
FMAEN1
848
Fund Management at Engine No 1
California
$855K +$49.8K +577 +7%
IWM
849
IHT Wealth Management
Illinois
$852K -$338K -3,908 -30%
CGL
850
Clarius Group LLC
Washington
$851K +$8.64K +100 +1%
32 33
34
35 36