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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
1001
JTC Employer Solutions Trustee
Jersey
$938K – – –
RA
1002
Ransom Advisory
Rhode Island
$938K +$891K +7,137 New
HI
1003
Harbour Investments
Wisconsin
$936K +$48K +384 +6%
DDC
1004
DF Dent & Co
Maryland
$934K +$888K +7,112 New
MG
1005
Mather Group
Illinois
$931K +$10.9K +87 +1%
EFMC
1006
Empire Financial Management Company
New York
$931K -$12.5K -100 -1%
EM
1007
Excalibur Management
Massachusetts
$930K – – –
JWM
1008
Jeppson Wealth Management
California
$930K -$28.1K -225 -3%
LIG
1009
Lokken Investment Group
Delaware
$930K -$40.1K -321 -4%
LA
1010
LBP AM
France
$929K +$883K +7,069 New
WA
1011
WealthTrust Axiom
Pennsylvania
$927K +$2.37K +19 +0.3%
EPA
1012
Element Pointe Advisors
Florida
$925K -$37.5K -300 -4%
CIA
1013
Cladis Investment Advisory
Montana
$920K – – –
LW
1014
Linscomb Wealth
Texas
$919K +$2.62K +21 +0.3%
HA
1015
Herold Advisors
New York
$913K -$46.5K -372 -5%
FMN
1016
Financial Management Network
California
$913K +$904K +7,242 New
CAM
1017
Close Asset Management
United Kingdom
$911K +$150K +1,204 +21%
EW
1018
Element Wealth
Mississippi
$908K +$2.12K +17 +0.2%
NB
1019
NBT Bank
New York
$905K -$7.24K -58 -0.8%
KAS
1020
KPP Advisory Services
Kentucky
$904K +$32.2K +258 +4%
FFA
1021
First Foundation Advisors
California
$903K -$201K -1,606 -19%
SVWAG
1022
Sound View Wealth Advisors Group
Georgia
$901K -$124K -991 -13%
FHB
1023
First Hawaiian Bank
Hawaii
$899K -$487K -3,900 -36%
GCM
1024
Gables Capital Management
Florida
$897K -$18.7K -150 -2%
CFSG
1025
Community Financial Services Group
Vermont
$896K +$851K +6,817 New
39 40
41
42 43