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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
876
Arete Wealth Advisors
Illinois
$1.61M +$1.82M +13,989 New
CCT
877
Capital City Trust
Florida
$1.6M -$95.4K -733 -5%
CWM
878
Calamos Wealth Management
Illinois
$1.6M +$922K +7,085 +103%
ACM
879
Aljian Capital Management
Nevada
$1.6M +$99.1K +762 +6%
LWM
880
Lodestone Wealth Management
Washington
$1.6M +$48.3K +371 +3%
TE
881
Tema ETFs
New York
$1.6M +$87.2K +670 +5%
HC
882
Hurley Capital
New York
$1.59M +$173K +1,331 +11%
MGIA
883
Moneta Group Investment Advisors
Missouri
$1.59M -$58.3K -448 -3%
GVAG
884
Great Valley Advisor Group
Delaware
$1.58M -$1.95M -14,994 -52%
RA
885
RiverPark Advisors
New York
$1.58M +$65.1K +500 +4%
HA
886
Harbor Advisors
Florida
$1.58M – – –
ACM
887
Ayrshire Capital Management
Connecticut
$1.56M -$4.29M -32,952 -71%
BMCM
888
Bryn Mawr Capital Management
Pennsylvania
$1.56M +$2.08K +16 +0.1%
DKCM
889
Davidson Kahn Capital Management
California
$1.56M +$102K +783 +6%
TAFW
890
Tred Avon Family Wealth
Maryland
$1.55M +$504K +3,875 +40%
GIA
891
Guyasuta Investment Advisors
Pennsylvania
$1.55M +$1.17M +9,000 +200%
SFS
892
Sowell Financial Services
Arkansas
$1.54M +$248K +1,905 +17%
OC
893
Opinicus Capital
Florida
$1.54M -$29.8K -229 -2%
KA
894
Klingman & Associates
New York
$1.54M +$105K +809 +6%
GA
895
GoalVest Advisory
New York
$1.53M -$90.9K -699 -5%
VFA
896
Valeo Financial Advisors
Indiana
$1.52M -$234K -1,801 -12%
NVIM
897
New Vernon Investment Management
Illinois
$1.52M – – –
KWA
898
Kingswood Wealth Advisors
California
$1.51M +$74.8K +575 +5%
JCM
899
Jacobi Capital Management
Pennsylvania
$1.51M +$149K +1,146 +10%
NCM
900
Northside Capital Management
Oregon
$1.51M – – –
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