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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCC
1026
Park Circle Company
Maryland
$1.09M – – –
CPA
1027
Capital Performance Advisors
California
$1.09M -$79.6K -612 -6%
CMMS
1028
Comprehensive Money Management Services
Florida
$1.09M – – –
CFIA
1029
Cantor Fitzgerald Investment Advisors
New York
$1.09M – – –
KAS
1030
KPP Advisory Services
Kentucky
$1.09M -$407K -3,129 -25%
BIG
1031
Brooklyn Investment Group
New York
$1.09M +$439K +3,374 +56%
EB
1032
Eastern Bank
Massachusetts
$1.08M -$463K -3,558 -27%
FTWA
1033
Fifth Third Wealth Advisors
Ohio
$1.08M +$47K +361 +4%
LIA
1034
LBMC Investment Advisors
Tennessee
$1.08M +$15.1K +116 +1%
FMI
1035
Frec Markets Inc
California
$1.08M +$769K +5,910 +171%
AWA
1036
Arbor Wealth Advisors
Michigan
$1.08M – – –
RBA
1037
Richard Bernstein Advisors
New York
$1.08M +$1.22M +9,353 New
RMP
1038
Richards, Merrill & Peterson
Washington
$1.07M +$207K +1,593 +21%
RWP
1039
RWA Wealth Partners
Massachusetts
$1.07M +$85.3K +656 +8%
PDL
1040
Portfolio Design Labs
California
$1.07M +$151K +1,159 +14%
EI
1041
Ellevest Inc
New York
$1.07M -$156K -1,201 -11%
PL
1042
PeakShares LLC
Florida
$1.07M +$358K +2,749 +42%
AHL
1043
Abel Hall LLC
Louisiana
$1.06M +$882K +6,779 +274%
HCP
1044
Hexagon Capital Partners
Arkansas
$1.06M +$1.2M +9,235 New
BCM
1045
Boltwood Capital Management
California
$1.05M +$27.8K +214 +2%
DCM
1046
Dimension Capital Management
Florida
$1.05M -$571K -4,392 -32%
AC
1047
AlphaCore Capital
California
$1.05M -$57K -438 -5%
PCA
1048
Pallas Capital Advisors
Massachusetts
$1.04M +$613K +4,714 +109%
SFP
1049
Sandbox Financial Partners
Maryland
$1.04M -$329K -2,529 -22%
EC
1050
EntryPoint Capital
New York
$1.03M +$1.17M +8,990 New
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