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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
851
AR Asset Management
California
$1.45M – – –
CA
852
Carson Advisory
Georgia
$1.44M -$35K -280 -2%
VCA
853
Verdence Capital Advisors
Maryland
$1.43M -$88K -705 -6%
ZF
854
Zhang Financial
Michigan
$1.42M -$44.2K -354 -3%
FB
855
Fulton Bank
Pennsylvania
$1.41M +$64.4K +516 +5%
SSWM
856
Sheets Smith Wealth Management
North Carolina
$1.41M +$40K +320 +3%
CL
857
Choreo LLC
Illinois
$1.41M +$35.7K +286 +3%
DT
858
Diversified Trust
Tennessee
$1.41M +$307K +2,456 +30%
GCA
859
Greenwood Capital Associates
South Carolina
$1.4M -$51.6K -413 -4%
PP
860
Prudential plc
United Kingdom
$1.4M -$1.51M -12,108 -53%
EDRH
861
Edmond de Rothschild Holding
Switzerland
$1.4M +$143K +1,143 +12%
TFS
862
Thoroughbred Financial Services
Tennessee
$1.39M -$129K -1,034 -9%
MNBTD
863
Moody National Bank Trust Division
Texas
$1.39M +$127K +1,020 +11%
MTIC
864
Missouri Trust & Investment Company
Missouri
$1.39M -$32.5K -260 -2%
TGAM
865
TBH Global Asset Management
Tennessee
$1.38M +$7.12K +57 +0.5%
HCM
866
Highlander Capital Management
New Jersey
$1.38M -$125K -1,000 -9%
CCB
867
Country Club Bank
Missouri
$1.38M – – –
CD
868
Chapin Davis
Maryland
$1.38M -$79.9K -640 -6%
EGA
869
E&G Advisors
Texas
$1.37M -$12.5K -100 -0.9%
GWCM
870
Godshalk Welsh Capital Management
Pennsylvania
$1.37M -$6.24K -50 -0.5%
HH
871
Hilltop Holdings
Texas
$1.37M +$727K +5,821 +127%
NAS
872
Nicolet Advisory Services
Wisconsin
$1.36M +$51.6K +413 +4%
WI
873
WBI Investments
New Jersey
$1.36M -$839K -6,717 -39%
WW
874
Waterfront Wealth
Kansas
$1.36M – – –
LA
875
LM Advisors
California
$1.35M +$168K +1,342 +22%
33 34
35
36 37