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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCPP
851
Canada Post Corporation Pension Plan
Canada
$2.15M +$2.17M +12,470 New
PAS
852
PKS Advisory Services
New York
$2.15M +$2.17M +12,467 New
HVIA
853
Hudson Valley Investment Advisors
New York
$2.14M – – –
BAM
854
Brave Asset Management
New Jersey
$2.14M – – –
SWP
855
Strategic Wealth Partners
Ohio
$2.13M +$190K +1,090 +9%
MPCG
856
Matrix Private Capital Group
New York
$2.12M -$84.7K -486 -4%
XWM
857
Xcel Wealth Management
Florida
$2.12M – – –
SFS
858
Sowell Financial Services
Arkansas
$2.12M +$4.18K +24 +0.2%
WCP
859
Wealthcare Capital Partners
Pennsylvania
$2.1M +$2.12M +12,192 New
CGA
860
Crescent Grove Advisors
Illinois
$2.1M – – –
CIA
861
Capital Investment Advisors
Georgia
$2.09M +$33.8K +194 +2%
DAS
862
Diversify Advisory Services
Utah
$2.09M -$1.47M -8,436 -40%
SFP
863
Sandbox Financial Partners
Maryland
$2.08M -$2.96K -17 -0.1%
HH
864
Hilltop Holdings
Texas
$2.08M -$317K -1,821 -13%
KWA
865
Kingswood Wealth Advisors
California
$2.07M -$494K -2,838 -19%
MTIC
866
Missouri Trust & Investment Company
Missouri
$2.06M +$76.1K +437 +4%
DWA
867
Douglass Winthrop Advisors
New York
$2.05M -$26.1K -150 -1%
AWM
868
Angeles Wealth Management
California
$2.02M +$24.9K +143 +1%
VV
869
Verity & Verity
South Carolina
$2.02M +$2.04M +11,711 New
TH
870
TCTC Holdings
Texas
$2.02M -$52.6K -302 -3%
CGL
871
Clarius Group LLC
Washington
$2.02M +$4.18K +24 +0.2%
CRWM
872
Castle Rock Wealth Management
California
$2.01M +$49.1K +282 +2%
MSCM
873
McElhenny Sheffield Capital Management
Texas
$2.01M +$542K +3,112 +37%
CWC
874
Carolinas Wealth Consulting
North Carolina
$2.01M -$127K -731 -6%
UB
875
UMB Bank
Missouri
$2.01M +$65K +373 +3%
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