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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
EPG Wealth Management
Georgia
$1.06M +$963K +6,938 New
PAM
1002
Panagora Asset Management
Massachusetts
$1.06M -$14.6K -105 -1%
SS
1003
Sunbelt Securities
Texas
$1.06M +$32.9K +237 +4%
NDSI
1004
Newman Dignan & Sheerar Inc
Rhode Island
$1.05M -$68.4K -493 -7%
LW
1005
Linscomb Wealth
Texas
$1.05M -$35.8K -258 -4%
JWM
1006
Jeppson Wealth Management
California
$1.05M -$14.6K -105 -2%
BAM
1007
Beaumont Asset Management
Texas
$1.04M +$19.3K +139 +2%
MRCM
1008
M&R Capital Management
New Jersey
$1.04M +$2.22K +16 +0.2%
EWM
1009
Executive Wealth Management
Michigan
$1.04M +$3.75K +27 +0.4%
PJSIMP
1010
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M -$9.71K -70 -1%
CG
1011
Caprock Group
Idaho
$1.03M +$343K +2,474 +58%
AWM
1012
AE Wealth Management
Kansas
$1.03M -$470K -3,385 -33%
FAIM
1013
Financial Advocates Investment Management
Washington
$1.02M +$51.6K +372 +6%
WCA
1014
Westover Capital Advisors
Delaware
$1.02M +$316K +2,275 +52%
RWP
1015
Revolve Wealth Partners
New Jersey
$1.01M +$193K +1,390 +27%
ST
1016
Sabal Trust
Florida
$1.01M -$295K -2,130 -24%
RA
1017
Ransom Advisory
Rhode Island
$1.01M -$76.3K -550 -8%
EPA
1018
Element Pointe Advisors
Florida
$1.01M -$64.5K -465 -7%
PIA
1019
Powell Investment Advisors
Florida
$1M – – –
IMRF
1020
Illinois Municipal Retirement Fund
Illinois
$999K – – –
NAM
1021
NTV Asset Management
West Virginia
$994K -$20.8K -150 -2%
LWL
1022
Leo Wealth LLC
Texas
$993K +$20K +144 +2%
PSCM
1023
Per Stirling Capital Management
Texas
$989K +$42.7K +308 +5%
ONB
1024
Old National Bancorp
Indiana
$987K +$111K +800 +14%
RMDI
1025
R.M. Davis Inc
Maine
$979K +$200K +1,445 +29%
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