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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1026
Jeppson Wealth Management
California
$860K -$16.6K -135 -2%
OFS
1027
OMC Financial Services
New York
$858K +$444K +3,611 +109%
PJSIMP
1028
P.J. Schmidt Investment Management (PJS)
Wisconsin
$845K +$5.54K +45 +0.7%
MRCM
1029
M&R Capital Management
New Jersey
$839K -$101K -820 -11%
EWM
1030
Executive Wealth Management
Michigan
$835K +$94.1K +765 +13%
PCH
1031
PGIM Custom Harvest
New Jersey
$835K +$830K +6,741 New
AAS
1032
Annex Advisory Services
Wisconsin
$834K -$2.73M -22,194 -77%
SMA
1033
Sage Mountain Advisors
Georgia
$830K -$350K -2,843 -30%
NDSI
1034
Newman Dignan & Sheerar Inc
Rhode Island
$828K -$136K -1,102 -14%
SS
1035
Sunbelt Securities
Texas
$826K +$26.3K +214 +3%
BAM
1036
Beaumont Asset Management
Texas
$826K +$10.3K +84 +1%
FC
1037
Forte Capital
New York
$826K -$13.7K -111 -2%
HTC
1038
Haverford Trust Company
Pennsylvania
$825K -$4.18K -34 -0.5%
CFSG
1039
Community Financial Services Group
Vermont
$825K -$18.7K -152 -2%
NAM
1040
NTV Asset Management
West Virginia
$822K +$3.32K +27 +0.4%
SM
1041
Sweeney & Michel
California
$812K -$1.35K -11 -0.2%
PWM
1042
Prentice Wealth Management
New York
$810K -$16.1K -131 -2%
PIA
1043
Powell Investment Advisors
Florida
$810K +$126K +1,024 +19%
CFMC
1044
Curbstone Financial Management Corp
New Hampshire
$808K +$154K +1,250 +24%
IMRF
1045
Illinois Municipal Retirement Fund
Illinois
$808K – – –
IC
1046
Inscription Capital
Texas
$803K +$17.5K +142 +2%
LI
1047
LRI Investments
Florida
$801K +$204K +1,655 +34%
AWM
1048
Aviso Wealth Management
Washington
$792K – – –
HHGC
1049
Hunting Hill Global Capital
New York
$787K – – –
QPWM
1050
Quadrant Private Wealth Management
Pennsylvania
$787K +$984 +8 +0.1%
40 41
42
43 44