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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BPMC
1001
Buckland Partners Management Co
New York
$1.18M – – –
SAM
1002
Seelaus Asset Management
New Jersey
$1.18M +$4.93K +41 +0.4%
SAM
1003
Smartleaf Asset Management
Massachusetts
$1.17M – – –
RWB
1004
RMR Wealth Builders
New Jersey
$1.17M -$2.57M -21,388 -68%
CLA
1005
Carnegie Lake Advisors
New Jersey
$1.16M – – –
DIP
1006
Davis Investment Partners
North Carolina
$1.16M +$3.48K +29 +0.3%
PCH
1007
PGIM Custom Harvest
New Jersey
$1.16M -$5.53K -46 -0.5%
MG
1008
Mather Group
Illinois
$1.16M +$27.9K +232 +2%
WAS
1009
Westco Advisory Services
New York
$1.16M -$39.3K -327 -3%
SWA
1010
Sax Wealth Advisors
New Jersey
$1.16M +$107K +889 +10%
IWM
1011
IHT Wealth Management
Illinois
$1.15M – – –
AI
1012
ArchPoint Investors
Florida
$1.15M -$1.18M -9,800 -50%
RFN
1013
RDA Financial Network
Iowa
$1.15M +$1.56K +13 +0.1%
GWCM
1014
Godshalk Welsh Capital Management
Pennsylvania
$1.15M -$27K -225 -2%
TRCT
1015
Tower Research Capital (TRC)
New York
$1.15M +$7.93K +66 +0.7%
RA
1016
Rational Advisors
New York
$1.15M +$5.41K +45 +0.5%
JE
1017
JMAC Enterprises
Pennsylvania
$1.15M +$6.01K +50 +0.5%
AAM
1018
Augustine Asset Management
Florida
$1.15M -$211K -1,758 -15%
RIA
1019
Regal Investment Advisors
Michigan
$1.14M +$203K +1,689 +21%
TWM
1020
Tradition Wealth Management
Minnesota
$1.14M +$96.8K +806 +9%
IRC
1021
Investors Research Corp
Georgia
$1.13M -$9.01K -75 -0.8%
CA
1022
Carson Advisory
Georgia
$1.13M -$17.5K -146 -2%
FA
1023
Fountainhead AM
New Jersey
$1.13M +$732K +6,089 +175%
KFI
1024
Key Financial Inc
Pennsylvania
$1.12M -$57.6K -479 -5%
EI
1025
Ellevest Inc
New York
$1.12M +$34.1K +284 +3%
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