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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1076
Walker Asset Management
Missouri
$1.11M +$6.87K +50 +0.7%
IA
1077
IFP Advisors
Florida
$1.11M +$215K +1,564 +28%
SW
1078
SVB Wealth
Massachusetts
$1.11M -$202K -1,469 -17%
SLWA
1079
San Luis Wealth Advisors
California
$1.11M +$578K +4,207 +131%
ISFAN
1080
Investor's Fiduciary Advisor Network
Washington
$1.11M +$4.67K +34 +0.5%
ACM
1081
Absolute Capital Management
Pennsylvania
$1.11M -$87.9K -640 -8%
CRC
1082
Curi RMB Capital
Illinois
$1.1M +$451K +3,285 +81%
HI
1083
Harbour Investments
Wisconsin
$1.1M -$95.2K -693 -9%
BAM
1084
Beaumont Asset Management
Texas
$1.1M +$88.2K +642 +10%
NB
1085
Nicolet Bankshares
Wisconsin
$1.09M +$99.3K +723 +11%
NW
1086
Naviter Wealth
Arkansas
$1.09M -$30.1K -219 -3%
SSWM
1087
Sheets Smith Wealth Management
North Carolina
$1.09M – – –
CAL
1088
Capital Analysts LLC
Pennsylvania
$1.08M +$1.37K +10 +0.1%
SCA
1089
Sippican Capital Advisors
Massachusetts
$1.08M – – –
CFG
1090
Cooper Financial Group
California
$1.08M +$113K +823 +13%
EW
1091
Element Wealth
Mississippi
$1.08M -$94.9K -691 -9%
CI
1092
Cigna Investments
Connecticut
$1.07M -$4.95K -36 -0.5%
FFM
1093
Forum Financial Management
Illinois
$1.07M +$24.9K +181 +3%
RSWM
1094
Robertson Stephens Wealth Management
California
$1.07M +$211K +1,539 +27%
DAS
1095
Dynamic Advisor Solutions
Arizona
$1.07M +$39.2K +285 +4%
EWM
1096
EPG Wealth Management
Georgia
$1.06M +$35.7K +260 +4%
BAM
1097
Belpointe Asset Management
Nevada
$1.06M +$108K +786 +12%
AC
1098
AlphaCore Capital
California
$1.06M +$975K +7,094 New
AIP
1099
Ameritas Investment Partners
Nebraska
$1.06M -$20.3K -148 -2%
HCMT
1100
Highland Capital Management (Tennessee)
Tennessee
$1.06M -$1.79K -13 -0.2%
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