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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
951
WNY Asset Management
New York
$652K -$40.3K -466 -6%
CIA
952
Cladis Investment Advisory
Montana
$651K -$8.64K -100 -1%
WA
953
WealthTrust Axiom
Pennsylvania
$650K +$2.16K +25 +0.4%
AFG
954
Alterity Financial Group
Maine
$648K -$10.4K -120 -2%
NW
955
Naviter Wealth
Arkansas
$647K -$3.46K -40 -0.6%
FAIM
956
Financial Advocates Investment Management
Washington
$647K -$73.9K -856 -11%
CW
957
CreativeOne Wealth
Kansas
$643K -$160K -1,848 -21%
V
958
ViaWealth
Kansas
$642K +$115K +1,334 +24%
VCM
959
Virtue Capital Management
Tennessee
$640K -$16.5K -191 -3%
EW
960
Element Wealth
Mississippi
$639K +$7K +81 +1%
QI
961
Qtron Investments
Massachusetts
$638K – – –
XT
962
XTX Topco
Cayman Islands
$637K +$217K +2,511 +58%
FCH
963
Freestone Capital Holdings
Washington
$633K +$32.4K +375 +6%
FPA
964
First Pacific Advisors
California
$632K – – –
SRC
965
Sage Rhino Capital
California
$630K -$44.7K -518 -7%
EWM
966
Empirical Wealth Management
Washington
$629K +$178K +2,056 +44%
ECM
967
Evergreen Capital Management
Washington
$629K +$196K +2,273 +51%
AAP
968
Arax Advisory Partners
Colorado
$624K +$2.85K +33 +0.5%
ONB
969
Old National Bancorp
Indiana
$620K -$21.1K -244 -4%
NCM
970
NCM Capital Management
New Jersey
$620K +$21.6K +250 +4%
IA
971
IAM Advisory
Pennsylvania
$614K +$11.1K +129 +2%
RIM
972
RW Investment Management
Idaho
$614K – – –
RIA
973
Realta Investment Advisors
Delaware
$600K +$8.03K +93 +1%
LOIP
974
Live Oak Investment Partners
Texas
$599K – – –
PWM
975
Purus Wealth Management
California
$599K +$27.9K +323 +5%
37 38
39
40 41