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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
901
Sage Mountain Advisors
Georgia
$1.25M +$450K +3,604 +61%
AWG
902
Altus Wealth Group
Colorado
$1.25M +$494K +3,955 +71%
HKAM
903
Horizon Kinetics Asset Management
New York
$1.25M -$42.5K -340 -3%
PCC
904
Park Circle Company
Maryland
$1.25M -$125K -1,000 -10%
AO
905
Advisor OS
Illinois
$1.24M -$18.9K -151 -2%
EA
906
Everpar Advisors
Oklahoma
$1.24M -$555K -4,441 -32%
SWM
907
SeaCrest Wealth Management
New York
$1.24M -$620K -4,966 -35%
HCM
908
Hall Capital Management
Rhode Island
$1.22M +$1.16M +9,290 New
AGC
909
Aspen Grove Capital
Colorado
$1.22M +$125 +1 +0%
TWM
910
Tradition Wealth Management
Minnesota
$1.22M +$3.62K +29 +0.3%
JCM
911
Jacobi Capital Management
Pennsylvania
$1.21M -$53.5K -428 -4%
BAM
912
Belpointe Asset Management
Nevada
$1.21M +$448K +3,586 +64%
SM
913
Samjo Management
New York
$1.21M – – –
TPCW
914
TD Private Client Wealth
New York
$1.21M -$193K -1,549 -14%
VA
915
Vident Advisory
Georgia
$1.2M +$14.2K +114 +1%
DIP
916
Davis Investment Partners
North Carolina
$1.2M – – –
DAS
917
Dynamic Advisor Solutions
Arizona
$1.2M -$1M -8,040 -47%
JWA
918
JFS Wealth Advisors
Pennsylvania
$1.2M +$925K +7,407 +433%
RIM
919
RW Investment Management
Idaho
$1.2M +$312K +2,500 +38%
WSTAM
920
Wilbanks Smith & Thomas Asset Management
Virginia
$1.19M -$99.9K -800 -8%
RWM
921
Ritholtz Wealth Management
New York
$1.19M +$146K +1,169 +15%
MIH
922
Meitav Investment House
Israel
$1.19M -$21.8M -174,374 -95%
IPAM
923
Investment Partners Asset Management
New Jersey
$1.18M -$100K -801 -8%
FPF
924
First Pacific Financial
Washington
$1.17M +$15.5K +124 +1%
HIP
925
HUB Investment Partners
Texas
$1.17M +$916K +7,336 +473%
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