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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OCA
951
OpenArc Corporate Advisory
Georgia
$1.73M +$1.7M +11,216 New
FPAS
952
Focus Partners Advisor Solutions
Missouri
$1.72M -$1.05M -6,902 -38%
CWP
953
Curated Wealth Partners
California
$1.72M +$159K +1,046 +10%
HVIA
954
Hudson Valley Investment Advisors
New York
$1.71M -$205K -1,348 -11%
TC
955
Truvestments Capital
Florida
$1.7M +$138K +910 +9%
CAP
956
Cordoba Advisory Partners
New York
$1.7M +$1.68M +11,027 New
AAM
957
AR Asset Management
California
$1.7M – – –
AGC
958
Aspen Grove Capital
Colorado
$1.69M +$2.73K +18 +0.2%
HAM
959
Harmony Asset Management
Arizona
$1.69M +$202K +1,332 +14%
PPW
960
Parcion Private Wealth
Washington
$1.69M +$10.6K +70 +0.6%
MG
961
Mather Group
Illinois
$1.68M +$106K +700 +7%
ONST
962
Old North State Trust
North Carolina
$1.68M +$110K +721 +7%
CGPCS
963
Capital Group Private Client Services
California
$1.67M -$60.9K -401 -4%
WKWM
964
Walter & Keenan Wealth Management
Indiana
$1.67M +$4.1K +27 +0.2%
PCG
965
Prosperity Consulting Group
Maryland
$1.66M -$52.7K -347 -3%
SAM
966
Seelaus Asset Management
New Jersey
$1.66M +$15.3K +101 +0.9%
CFG
967
Cooper Financial Group
California
$1.63M -$23.7K -156 -1%
FAMI
968
Fideuram Asset Management (Ireland)
$1.62M +$1.53M +10,066 New
EI
969
Ellevest Inc
New York
$1.62M -$5.17K -34 -0.3%
HIMC
970
Heritage Investors Management Corp
Maryland
$1.6M +$274K +1,800 +21%
SMA
971
Sage Mountain Advisors
Georgia
$1.59M -$81.9K -539 -5%
MIG
972
Meketa Investment Group
Massachusetts
$1.58M – – –
AWM
973
AE Wealth Management
Kansas
$1.58M +$527K +3,469 +51%
CNBT
974
Cornerstone National Bank & Trust
Illinois
$1.58M +$26.1K +172 +2%
TA
975
TFB Advisors
Kansas
$1.58M +$104K +684 +7%
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