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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1051
Ayalon Insurance Company
Israel
$206K -$837K -12,120 -82%
GWS
1052
Glassman Wealth Services
Virginia
$206K -$238K -3,446 -56%
KP
1053
Keel Point
Alabama
$206K +$191K +2,760 New
RIM
1054
Regent Investment Management
Kentucky
$205K +$190K +2,750 New
CAG
1055
Csenge Advisory Group
Florida
$204K +$184K +2,658 New
MMA
1056
Miracle Mile Advisors
California
$204K +$189K +2,740 New
SAF
1057
Smith Anglin Financial
Texas
$202K -$59K -855 -24%
CWP
1058
CFM Wealth Partners
Texas
$202K +$187K +2,715 New
UBV
1059
United Bank (Virginia)
Virginia
$201K -$36.1K -523 -16%
CAM
1060
CenterStar Asset Management
Illinois
$201K – – –
GA
1061
Gateway Advisory
New Jersey
$200K +$186K +2,688 New
HA
1062
HC Advisors
Georgia
$197K +$182K +2,641 New
FPFS
1063
First Personal Financial Services
North Carolina
$194K -$31.8K -460 -15%
BWL
1064
Bogart Wealth LLC
Virginia
$190K – – –
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$188K -$9.8K -142 -5%
PFGIA
1066
Patriot Financial Group Insurance Agency
Massachusetts
$183K -$278K -4,021 -62%
CFD
1067
Creative Financial Designs
Indiana
$182K +$1.31K +19 +0.8%
OC
1068
Oakworth Capital
Alabama
$181K -$9.66K -140 -5%
TH
1069
TCTC Holdings
Texas
$173K +$99.3K +1,439 +162%
LSA
1070
Leonteq Securities AG
Switzerland
$171K +$7.11K +103 +5%
SC
1071
SouthState Corp
Florida
$168K – – –
BCWM
1072
Bartlett & Co Wealth Management
Ohio
$165K +$13.8K +200 +10%
BC
1073
Bartlett & Co
Ohio
$165K +$13.8K +200 +10%
EP
1074
Eudaimonia Partners
Tennessee
$162K -$5.87K -85 -4%
CWP
1075
Concord Wealth Partners
Virginia
$158K +$14.9K +216 +11%
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