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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
901
United Bank (Georgia)
Georgia
$1.88M +$240K +1,378 +14%
IAMOG
902
Investors Asset Management of Georgia
Georgia
$1.88M -$80.5K -462 -4%
SWA
903
SFMG Wealth Advisors
Texas
$1.88M -$88.2K -506 -4%
HCM
904
Hall Capital Management
Rhode Island
$1.87M +$1.89M +10,849 New
WW
905
Waterfront Wealth
Kansas
$1.86M -$52.3K -300 -3%
SAM
906
Seelaus Asset Management
New Jersey
$1.85M – – –
KCM
907
Kerusso Capital Management
North Carolina
$1.85M -$1.87M -10,730 -50%
FSA
908
Franklin Street Advisors
North Carolina
$1.85M +$866K +4,973 +86%
LA
909
Legacy Advisors
Pennsylvania
$1.85M +$56.6K +325 +3%
PP
910
Prudential plc
United Kingdom
$1.84M – – –
MSA
911
MUFG Securities Americas
New York
$1.84M +$1.86M +10,658 New
GIA
912
Gateway Investment Advisers
Ohio
$1.83M -$767K -4,400 -29%
CFO
913
Callan Family Office
Pennsylvania
$1.79M +$1.41M +8,078 +354%
CA
914
Carson Advisory
Georgia
$1.78M -$105K -600 -5%
EB
915
Eastern Bank
Massachusetts
$1.78M -$7.67K -44 -0.4%
WKWM
916
Walter & Keenan Wealth Management
Indiana
$1.78M -$172K -987 -9%
EGA
917
E&G Advisors
Texas
$1.78M -$17.4K -100 -1%
SWM
918
SeaCrest Wealth Management
New York
$1.78M -$162K -931 -8%
GWCM
919
Godshalk Welsh Capital Management
Pennsylvania
$1.78M -$13.1K -75 -0.7%
NP
920
NorthRock Partners
Minnesota
$1.77M -$66.2K -380 -4%
TG
921
TCW Group
California
$1.75M -$7.17M -41,136 -80%
CMMS
922
Comprehensive Money Management Services
Florida
$1.75M +$1.76M +10,130 New
PA
923
Profund Advisors
Maryland
$1.75M -$185K -1,061 -9%
CA
924
Cullinan Associates
Kentucky
$1.74M -$2.85M -16,342 -62%
CWP
925
Curated Wealth Partners
California
$1.74M +$2.79K +16 +0.2%
35 36
37
38 39