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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
976
Element Wealth
Mississippi
$739K +$1.77K +17 +0.2%
SVWAG
977
Sound View Wealth Advisors Group
Georgia
$733K +$144K +1,379 +25%
HTC
978
Haverford Trust Company
Pennsylvania
$733K -$47.7K -458 -6%
FC
979
Forte Capital
New York
$730K +$102K +981 +17%
MFG
980
Merit Financial Group
Georgia
$729K +$122K +1,170 +21%
JE
981
JMAC Enterprises
Pennsylvania
$729K +$187K +1,800 +36%
SRC
982
Sage Rhino Capital
California
$727K +$521 +5 +0.1%
AAP
983
Arax Advisory Partners
Colorado
$722K +$2.71K +26 +0.4%
TCM
984
Triumph Capital Management
Colorado
$719K +$75.8K +728 +12%
ONB
985
Old National Bancorp
Indiana
$715K – – –
FLPIM
986
F.L. Putnam Investment Management
Massachusetts
$714K +$159K +1,523 +30%
FCH
987
Freestone Capital Holdings
Washington
$714K -$15.4K -148 -2%
AM
988
AGF Management
Ontario, Canada
$714K +$694K +6,660 New
ST
989
Sabal Trust
Florida
$712K -$75.6K -726 -10%
CRI
990
Colonial River Investments
Virginia
$708K +$191K +1,831 +38%
RIM
991
RW Investment Management
Idaho
$707K – – –
BAM
992
Belpointe Asset Management
Nevada
$706K +$105K +1,004 +18%
SS
993
Sunbelt Securities
Texas
$703K +$210K +2,014 +44%
LOIP
994
Live Oak Investment Partners
Texas
$698K – – –
NAM
995
NTV Asset Management
West Virginia
$695K +$31.2K +300 +5%
NCM
996
NCM Capital Management
New Jersey
$695K -$18.2K -175 -3%
LNWWM
997
Laird Norton Wetherby Wealth Management
California
$690K +$61.3K +589 +10%
MA
998
MONECO Advisors
Connecticut
$690K -$320K -3,070 -32%
PJSIMP
999
P.J. Schmidt Investment Management (PJS)
Wisconsin
$690K -$3.44K -33 -0.4%
FTDI
1000
First Trust Direct Indexing
Massachusetts
$689K +$86.3K +829 +15%
38 39
40
41 42