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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
826
Disciplined Equity Management
Florida
$1.15M +$29.2K +280 +3%
CD
827
Chapin Davis
Maryland
$1.14M -$103K -990 -9%
CCB
828
Country Club Bank
Missouri
$1.13M -$104K -1,000 -9%
PTC
829
Private Trust Company
Ohio
$1.13M -$3.44K -33 -0.3%
PCC
830
Park Circle Company
Maryland
$1.12M – – –
AR
831
Advisory Research
Illinois
$1.12M -$70.3K -675 -6%
GA
832
GraniteShares Advisors
New York
$1.12M +$1.09M +10,455 New
MIM
833
Moseley Investment Management
Florida
$1.11M -$264K -2,539 -20%
LA
834
Legacy Advisors
Pennsylvania
$1.11M -$75.3K -723 -7%
MAS
835
Meeder Advisory Services
Ohio
$1.11M -$123K -1,180 -10%
KWA
836
Kingswood Wealth Advisors
California
$1.1M -$521K -5,001 -71%
DFCM
837
Dark Forest Capital Management
Puerto Rico
$1.1M -$18.5M -177,641 -95%
NAS
838
Nicolet Advisory Services
Wisconsin
$1.09M +$274K +2,628 +34%
FMAEN1
839
Fund Management at Engine No 1
California
$1.09M +$99.9K +959 +10%
CSPIA
840
Cary Street Partners Investment Advisory
Virginia
$1.08M +$121K +1,159 +13%
DWA
841
Douglass Winthrop Advisors
New York
$1.08M -$23.4K -225 -2%
GCA
842
Greenwood Capital Associates
South Carolina
$1.08M +$1.05M +10,042 New
QCM
843
Quantinno Capital Management
New York
$1.07M +$735K +7,060 +239%
DLHL
844
Donald L. Hagan LLC
Florida
$1.07M – – –
FFWA
845
FRG Family Wealth Advisors
Washington
$1.07M +$312 +3 +0%
CWP
846
Curated Wealth Partners
California
$1.07M -$833 -8 -0.1%
WSTAM
847
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M +$39K +375 +4%
FB
848
Fulton Bank
Pennsylvania
$1.06M +$629K +6,041 +156%
HKAM
849
Horizon Kinetics Asset Management
New York
$1.06M +$208K +2,000 +25%
FCI
850
Financial Counselors Inc
Kansas
$1.05M +$78.1K +750 +8%
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