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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
951
Oppenheimer Asset Management
New York
$890K -$216K -1,620 -19%
BAM
952
Barrett Asset Management
New York
$889K -$1.53M -11,500 -63%
PG
953
Pendal Group
Australia
$889K +$916K +6,869 New
P
954
Pitcairn
Pennsylvania
$887K -$115K -866 -11%
FAT
955
First American Trust
California
$884K +$71.1K +533 +8%
SEP
956
Southland Equity Partners
Missouri
$883K +$10.4K +78 +1%
BCM
957
Bayesian Capital Management
New York
$880K -$1.95M -14,600 -68%
CP
958
CenterBook Partners
Connecticut
$877K +$904K +6,777 New
TAM
959
Townsend Asset Management
North Carolina
$871K -$206K -1,547 -19%
BFC
960
Blue Fin Capital
Rhode Island
$870K +$451K +3,382 +101%
SIC
961
Samalin Investment Counsel
New York
$869K -$127K -955 -12%
HKAM
962
Horizon Kinetics Asset Management
New York
$867K – – –
MFW
963
Meristem Family Wealth
Minnesota
$863K +$60K +450 +7%
JFA
964
Johanson Financial Advisors
California
$860K +$9.33K +70 +1%
AUB
965
Atlantic Union Bankshares
Virginia
$855K -$28.3K -212 -3%
FCH
966
Freestone Capital Holdings
Washington
$852K +$282K +2,113 +47%
PAG
967
Private Advisory Group
Washington
$847K +$873K +6,545 New
RWA
968
Rainsberger Wealth Advisors
Colorado
$843K +$869K +6,514 New
CRI
969
Colonial River Investments
Virginia
$842K +$868K +6,508 New
TWM
970
Tradition Wealth Management
Minnesota
$839K +$105K +785 +14%
JEST
971
JTC Employer Solutions Trustee
Jersey
$836K – – –
SAM
972
Seelaus Asset Management
New Jersey
$824K -$36.5K -274 -4%
FFM
973
Forum Financial Management
Illinois
$823K +$848K +6,360 New
ABLA
974
Alan B. Lancz & Associates
Ohio
$822K +$847K +6,350 New
CG
975
Caprock Group
Idaho
$820K +$12.3K +92 +1%
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