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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1026
Mission Wealth Management
California
$1.43M -$16.8K -98 -1%
VWM
1027
VCI Wealth Management
Missouri
$1.43M -$228K -1,329 -14%
HFM
1028
Harvest Fund Management
China
$1.43M +$964K +5,626 +205%
CT
1029
Chicago Trust
Illinois
$1.43M +$108K +631 +8%
MFG
1030
MidWestOne Financial Group
Iowa
$1.42M +$12K +70 +0.8%
BMWM
1031
Brown Miller Wealth Management
Virginia
$1.42M +$45.7K +267 +3%
TAM
1032
Trust Asset Management
Texas
$1.42M – – –
AC
1033
AlphaCore Capital
California
$1.42M +$207K +1,210 +17%
MWA
1034
Meridian Wealth Advisors
Texas
$1.41M +$127K +740 +10%
RIM
1035
RW Investment Management
Idaho
$1.41M – – –
TWM
1036
Tradition Wealth Management
Minnesota
$1.4M -$120K -700 -8%
MWC
1037
MBM Wealth Consultants
Missouri
$1.4M +$87.5K +511 +7%
LSA
1038
Leonteq Securities AG
Switzerland
$1.39M -$585K -3,412 -30%
CDDEC
1039
Caisse Des Depots Et Consignations
France
$1.39M +$1.39M +8,116 New
HTC
1040
Haverford Trust Company
Pennsylvania
$1.38M -$72.5K -423 -5%
BAM
1041
Byrne Asset Management
New Jersey
$1.38M -$27.6K -161 -2%
TIA
1042
Trust Investment Advisors
Indiana
$1.38M +$39.6K +231 +3%
HWM
1043
Heirloom Wealth Management
Colorado
$1.37M -$83.4K -487 -6%
MFA
1044
Mayflower Financial Advisors
Massachusetts
$1.37M -$20.2K -118 -1%
TA
1045
TruWealth Advisors
Louisiana
$1.37M +$80.4K +469 +6%
ACIM
1046
Azimuth Capital Investment Management
Michigan
$1.37M +$51.4K +300 +4%
CMANY
1047
Capital Management Associates (New York)
New York
$1.37M – – –
WPC
1048
Wedmont Private Capital
Pennsylvania
$1.36M +$66.8K +390 +5%
PCP
1049
Perbak Capital Partners
United Kingdom
$1.36M +$385K +2,249 +40%
NB
1050
Nicolet Bankshares
Wisconsin
$1.35M +$103K +604 +8%
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