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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
826
Spirit of America Management Corp
New York
$1.52M – – –
AWM
827
Angeles Wealth Management
California
$1.52M +$19.2K +154 +1%
KWA
828
Kingswood Wealth Advisors
California
$1.52M -$205K -1,645 -12%
GBWM
829
Granite Bay Wealth Management
New Hampshire
$1.51M +$1.44M +11,528 New
WF
830
Welch & Forbes
Massachusetts
$1.51M -$60.6K -485 -4%
WKWM
831
Walter & Keenan Wealth Management
Indiana
$1.51M – – –
BO
832
Bank OZK
Arkansas
$1.51M +$160K +1,280 +13%
HNB
833
Hilltop National Bank
Wyoming
$1.5M +$1.43M +11,445 New
IMCOOI
834
Investment Management Corp of Ontario (IMCO)
Canada
$1.5M -$637K -5,100 -31%
CGL
835
Clarius Group LLC
Washington
$1.5M -$171K -1,372 -11%
SKK
836
Shepherd Kaplan Krochuk
Massachusetts
$1.5M +$31.1K +249 +2%
PWLP
837
Prio Wealth Limited Partnership
Massachusetts
$1.49M +$14K +112 +1%
MAS
838
Meeder Advisory Services
Ohio
$1.49M +$95.4K +764 +7%
LA
839
Legacy Advisors
Pennsylvania
$1.49M +$58.9K +472 +4%
BFA
840
Beaumont Financial Advisors
Massachusetts
$1.49M +$4.12K +33 +0.3%
RWB
841
RMR Wealth Builders
New Jersey
$1.48M +$67.2K +538 +5%
NSB
842
Norway Savings Bank
Maine
$1.48M +$6.87K +55 +0.5%
QI
843
Qtron Investments
Massachusetts
$1.47M – – –
PA
844
Profund Advisors
Maryland
$1.47M +$240K +1,918 +21%
FPAS
845
Focus Partners Advisor Solutions
Missouri
$1.47M +$1.39M +11,164 New
MIM
846
Moseley Investment Management
Florida
$1.47M +$88.8K +711 +7%
MAM
847
Morse Asset Management
Connecticut
$1.46M +$288K +2,305 +26%
RFN
848
RDA Financial Network
Iowa
$1.46M -$71.2K -570 -5%
AIP
849
Almanack Investment Partners
Pennsylvania
$1.45M +$10.2K +82 +0.8%
CIM
850
Confluence Investment Management
Missouri
$1.45M – – –
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