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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
926
Brown Miller Wealth Management
Virginia
$1.44M +$86.6K +721 +6%
SOAMC
927
Spirit of America Management Corp
New York
$1.44M -$457K -3,800 -24%
SWP
928
Sagespring Wealth Partners
Tennessee
$1.44M +$216K +1,796 +17%
IFPG
929
Intrepid Financial Planning Group
Indiana
$1.43M -$15K -125 -1%
SW
930
SteelPeak Wealth
California
$1.42M -$2.99M -24,901 -67%
UWP
931
Uniting Wealth Partners
Kansas
$1.42M – – –
BIM
932
Baldwin Investment Management
Pennsylvania
$1.41M – – –
AWM
933
Accel Wealth Management
Iowa
$1.41M -$125K -1,038 -8%
TCIIS
934
TIAA-CREF Individual & Institutional Services
New York
$1.41M -$82.4K -686 -5%
AWM
935
Angeles Wealth Management
California
$1.4M -$139K -1,154 -9%
FT
936
Fiduciary Trust
Massachusetts
$1.4M +$11.2K +93 +0.8%
DT
937
Diversified Trust
Tennessee
$1.4M +$26.7K +222 +2%
LWP
938
LMG Wealth Partners
Louisiana
$1.39M +$83.1K +692 +6%
MPCG
939
Matrix Private Capital Group
New York
$1.39M +$20.5K +171 +1%
SMC
940
Smith, Moore & Co
Missouri
$1.39M +$16.2K +135 +1%
FCH
941
Freestone Capital Holdings
Washington
$1.38M +$94.3K +785 +7%
BFWA
942
Benchmark Financial Wealth Advisors
Florida
$1.38M +$16.2K +135 +1%
MB
943
MidFirst Bank
Oklahoma
$1.38M +$39.5K +329 +3%
CRC
944
Curi RMB Capital
Illinois
$1.38M +$58.2K +484 +4%
ITC
945
Inspire Trust Company
Nevada
$1.38M – – –
PIM
946
Plato Investment Management
Australia
$1.38M -$92.4K -769 -6%
CWP
947
Curated Wealth Partners
California
$1.37M +$46.1K +384 +3%
SC
948
Shay Capital
New York
$1.36M – – –
AIM
949
Avity Investment Management
Connecticut
$1.36M – – –
DWM
950
Dakota Wealth Management
Florida
$1.36M -$180K -1,499 -11%
36 37
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