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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1076
Naviter Wealth
Arkansas
$743K – – –
FPB
1077
First PREMIER Bank
South Dakota
$743K – – –
CFIA
1078
Cantor Fitzgerald Investment Advisors
New York
$743K – – –
SACTSONJ
1079
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$743K – – –
SM
1080
Sciencast Management
New Jersey
$742K +$738K +5,996 New
VCM
1081
Virtue Capital Management
Tennessee
$742K -$171K -1,386 -21%
FTWA
1082
Fifth Third Wealth Advisors
Ohio
$740K +$735K +5,976 New
AFP
1083
Ausdal Financial Partners
Iowa
$738K +$9.23K +75 +1%
BHB
1084
Bank Hapoalim BM
Israel
$736K -$305K -2,475 -29%
EI
1085
Ellevest Inc
New York
$729K +$64.5K +524 +10%
BCM
1086
BluePath Capital Management
Georgia
$728K +$105K +856 +17%
CW
1087
CreativeOne Wealth
Kansas
$726K +$25.7K +209 +4%
OWA
1088
Octavia Wealth Advisors
Ohio
$726K +$57.1K +464 +9%
TWP
1089
Tyche Wealth Partners
Texas
$725K +$369 +3 +0.1%
MAG
1090
M3 Advisory Group
Massachusetts
$725K +$205K +1,667 +40%
VCAM
1091
Van Cleef Asset Management
Ohio
$724K – – –
SCM
1092
Shelton Capital Management
Colorado
$723K – – –
RWA
1093
Redhawk Wealth Advisors
Minnesota
$722K -$26.9K -219 -4%
PCG
1094
Prosperity Consulting Group
Maryland
$721K -$300K -2,441 -30%
BFA
1095
Brown Financial Advisors
Ohio
$720K +$715K +5,814 New
CA
1096
Claro Advisors
Massachusetts
$719K -$8.74K -71 -1%
O3W
1097
Omni 360 Wealth
New Jersey
$718K +$14.8K +120 +2%
BB
1098
Busey Bank
Illinois
$714K – – –
CT
1099
Chicago Trust
Illinois
$713K +$1.48K +12 +0.2%
FSA
1100
Franklin Street Advisors
North Carolina
$712K +$100K +814 +16%
42 43
44
45 46