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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
851
Union Savings Bank
Connecticut
$1.05M – – –
TI
852
Tidal Investments
Wisconsin
$1.05M +$216K +2,072 +27%
BCA
853
Bay Colony Advisors
Massachusetts
$1.05M -$51.4K -494 -5%
SCA
854
Sandy Cove Advisors
Massachusetts
$1.04M -$10.9K -105 -1%
CT
855
Cambridge Trust
Massachusetts
$1.04M – – –
JCM
856
Jacobi Capital Management
Pennsylvania
$1.04M -$42.2K -405 -4%
WW
857
Waterfront Wealth
Kansas
$1.03M – – –
CTC
858
Central Trust Company
Missouri
$1.03M -$144K -1,385 -13%
TWM
859
Tradition Wealth Management
Minnesota
$1.03M +$32.2K +309 +3%
RSA
860
River Street Advisors
Illinois
$1.02M +$35.1K +337 +4%
CC
861
Callan Capital
California
$1.02M +$198K +1,905 +25%
RA
862
RFG Advisory
Alabama
$1.02M -$150K -1,441 -13%
BO
863
Bank OZK
Arkansas
$1.02M +$597K +5,733 +153%
HI
864
Horizon Investments
North Carolina
$999K +$979K +9,402 New
CF
865
Cantor Fitzgerald
New York
$996K -$12K -115 -1%
MGIA
866
Moneta Group Investment Advisors
Missouri
$995K -$302K -2,901 -24%
DIP
867
Davis Investment Partners
North Carolina
$994K -$13.5K -130 -1%
UBG
868
United Bank (Georgia)
Georgia
$990K -$110K -1,056 -10%
CGL
869
Clarius Group LLC
Washington
$988K +$7.08K +68 +0.7%
DWM
870
Dakota Wealth Management
Florida
$988K -$10.5K -101 -1%
MAM
871
Morse Asset Management
Connecticut
$987K +$340K +3,261 +55%
AGC
872
Aspen Grove Capital
Colorado
$983K +$63.3K +608 +7%
TA
873
Tiedemann Advisors
New York
$976K +$22K +211 +2%
CNBT
874
Cornerstone National Bank & Trust
Illinois
$975K -$15.4K -148 -2%
LSA
875
Lion Street Advisors
Texas
$970K +$942K +9,048 New
33 34
35
36 37