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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
851
Smith Salley Wealth Management
North Carolina
$2.24M +$24K +158 +1%
HBT
852
Hills Bank & Trust
Iowa
$2.23M -$159K -1,045 -7%
AWP
853
Accretive Wealth Partners
New Jersey
$2.23M -$32.4K -213 -1%
ZCP
854
Z3 Capital Partners
Virginia
$2.22M +$2.19M +14,425 New
HP
855
Havemeyer Place
Connecticut
$2.22M +$2.19M +14,393 New
HNB
856
Hilltop National Bank
Wyoming
$2.21M +$15.2K +100 +0.7%
HH
857
Hilltop Holdings
Texas
$2.2M +$49.8K +328 +2%
ET
858
Entropy Technologies
New York
$2.2M +$2.17M +14,288 New
MGIA
859
Moneta Group Investment Advisors
Missouri
$2.2M -$413K -2,720 -16%
MTIC
860
Missouri Trust & Investment Company
Missouri
$2.19M +$235K +1,547 +12%
DI
861
Diligent Investors
California
$2.19M -$4.71K -31 -0.2%
MIM
862
Morningstar Investment Management
Illinois
$2.16M +$485K +3,193 +29%
GA
863
GoalVest Advisory
New York
$2.16M -$305K -2,005 -13%
GSWM
864
Greenup Street Wealth Management
Michigan
$2.15M +$1.93M +12,711 +1,034%
KHCM
865
Kirtland Hills Capital Management
Ohio
$2.14M +$106K +696 +5%
KA
866
Kovack Advisors
Florida
$2.12M +$1.42M +9,329 +209%
HA
867
Harbor Advisors
Florida
$2.11M – – –
FT
868
Fiduciary Trust
Massachusetts
$2.11M -$347K -2,281 -14%
OC
869
Opinicus Capital
Florida
$2.1M -$23.6K -155 -1%
SFO
870
Stenger Family Office
Illinois
$2.09M -$180K -1,187 -8%
DT
871
Diversified Trust
Tennessee
$2.09M +$195K +1,281 +10%
LWM
872
Lodestone Wealth Management
Washington
$2.09M +$41.9K +276 +2%
DCM
873
Dimension Capital Management
Florida
$2.08M +$69.1K +455 +3%
BMCM
874
Bryn Mawr Capital Management
Pennsylvania
$2.08M +$26.3K +173 +1%
WCP
875
Wealthcare Capital Partners
Pennsylvania
$2.08M -$16.3K -107 -0.8%
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