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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
876
AJ Wealth Strategies
New York
$819K +$19.5K +181 +2%
JWA
877
JFS Wealth Advisors
Pennsylvania
$818K +$15.7K +145 +2%
SIA
878
Sit Investment Associates
Minnesota
$812K – – –
DWM
879
Dakota Wealth Management
Florida
$811K +$363K +3,363 +61%
SBH
880
Segall Bryant & Hamill
Illinois
$810K +$34.3K +318 +4%
OCAM
881
Onex Canada Asset Management
Ontario, Canada
$803K – – –
YCM
882
Yousif Capital Management
Michigan
$801K -$237K -2,190 -20%
BBL
883
Beck Bode LLC
Massachusetts
$801K +$948K +8,779 New
LI
884
Latash Investments
Alaska
$800K – – –
SEC
885
Seven Eight Capital
New York
$795K -$2.54M -23,473 -73%
NDSI
886
Newman Dignan & Sheerar Inc
Rhode Island
$794K +$23.4K +217 +3%
NW
887
Naviter Wealth
Arkansas
$788K -$3.02M -27,957 -76%
AWM
888
Axxcess Wealth Management
California
$787K +$115K +1,062 +14%
LWP
889
Lumature Wealth Partners
Georgia
$786K +$89.7K +831 +11%
SFP
890
Sweet Financial Partners
Minnesota
$785K +$159K +1,468 +21%
SG
891
Stonnington Group
California
$782K -$64.6K -598 -7%
CRI
892
Colonial River Investments
Virginia
$779K +$114K +1,053 +14%
SLAM
893
Swiss Life Asset Management
$777K -$636K -5,892 -41%
MSCM
894
McElhenny Sheffield Capital Management
Texas
$777K – – –
RPC
895
Rossmore Private Capital
Connecticut
$777K +$130K +1,200 +16%
FPS
896
Fieldpoint Private Securities
Connecticut
$775K -$381K -3,531 -29%
WSTAM
897
Wilbanks Smith & Thomas Asset Management
Virginia
$775K +$121K +1,122 +15%
SWM
898
Silverlake Wealth Management
Vermont
$775K -$436K -4,038 -32%
SFI
899
Siemens Fonds Invest
Germany
$772K – – –
PWM
900
Palumbo Wealth Management
New York
$771K +$30.7K +284 +3%
34 35
36
37 38