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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
976
TBH Global Asset Management
Tennessee
$1.61M – – –
BCA
977
Bay Colony Advisors
Massachusetts
$1.6M +$27.2K +159 +2%
DIP
978
Davis Investment Partners
North Carolina
$1.6M +$171 +1 +0%
BAM
979
Belpointe Asset Management
Nevada
$1.6M +$385K +2,249 +32%
GI
980
GLOBALT Investments
Georgia
$1.6M +$1.6M +9,357 New
GWMIA
981
Global Wealth Management Investment Advisory
Florida
$1.6M +$63.9K +373 +4%
RT
982
Rockland Trust
Massachusetts
$1.59M +$1.23M +7,204 +339%
CAM
983
CenterStar Asset Management
Illinois
$1.59M +$1.6M +9,322 New
FCH
984
Freestone Capital Holdings
Washington
$1.59M +$418K +2,437 +35%
SM
985
Samjo Management
New York
$1.57M – – –
KWA
986
Kingswood Wealth Advisors
California
$1.57M -$2.74K -16 -0.2%
TA
987
TFB Advisors
Kansas
$1.57M -$12K -70 -0.7%
CIC
988
Cornercap Investment Counsel
Georgia
$1.56M +$1.57M +9,136 New
HI
989
Harbour Investments
Wisconsin
$1.56M +$303K +1,767 +24%
OFS
990
OMC Financial Services
New York
$1.56M -$8.22K -48 -0.5%
B
991
Bailard
California
$1.55M +$160K +932 +11%
IWM
992
IHT Wealth Management
Illinois
$1.55M -$67.2K -392 -4%
CPC
993
Cookson Peirce & Co
Pennsylvania
$1.54M +$230K +1,343 +18%
MA
994
MYDA Advisors
New York
$1.54M +$1.54M +9,000 New
BIAS
995
Beacon Investment Advisory Services
New Jersey
$1.53M -$72K -420 -4%
VDI
996
Vaughan David Investments
Illinois
$1.53M +$206K +1,204 +16%
BCM
997
Boltwood Capital Management
California
$1.53M +$2.57K +15 +0.2%
AIM
998
Anchor Investment Management
South Carolina
$1.51M – – –
TAFW
999
Tred Avon Family Wealth
Maryland
$1.51M +$1.52M +8,846 New
FRM
1000
Fox Run Management
Connecticut
$1.51M -$12.7K -74 -0.8%
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40
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