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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1101
Close Asset Management
United Kingdom
$1.06M -$8.79K -64 -0.9%
FPL
1102
Fortress Private Ledger
North Carolina
$1.05M +$233K +1,698 +32%
CIA
1103
Cladis Investment Advisory
Montana
$1.05M +$687K +5,000 +250%
WCA
1104
Westover Capital Advisors
Delaware
$1.05M – – –
RMDI
1105
R.M. Davis Inc
Maine
$1.05M -$4.26K -31 -0.4%
CPBTD
1106
Central Pacific Bank - Trust Division
Hawaii
$1.04M +$959K +6,983 New
FPF
1107
First Pacific Financial
Washington
$1.04M -$88.8K -646 -8%
SM
1108
Sweeney & Michel
California
$1.04M -$41.5K -302 -4%
UBP
1109
Union Bancaire Privee
Switzerland
$1.04M +$170K +1,240 +18%
PCH
1110
PGIM Custom Harvest
New Jersey
$1.04M +$14.4K +105 +2%
FCH
1111
Freestone Capital Holdings
Washington
$1.03M -$305K -2,222 -24%
SB
1112
Strategic Blueprint
Georgia
$1.03M -$166K -1,206 -15%
LW
1113
Linscomb Wealth
Texas
$1.03M -$33.5K -244 -3%
JF
1114
Jump Financial
Illinois
$1.02M -$28.6M -208,025 -97%
CFMC
1115
Curbstone Financial Management Corp
New Hampshire
$1.02M – – –
NCM
1116
NCM Capital Management
New Jersey
$1.01M – – –
LI
1117
LRI Investments
Florida
$1M -$50.7K -369 -5%
SA
1118
Strategic Advisors
New York
$1M +$272K +1,978 +42%
AC
1119
Avestar Capital
New York
$1M +$84.5K +615 +10%
PJSIMP
1120
P.J. Schmidt Investment Management (PJS)
Wisconsin
$995K -$15.9K -116 -2%
PCA
1121
Pallas Capital Advisors
Massachusetts
$992K +$441K +3,211 +94%
PIM
1122
Plato Investment Management
Australia
$992K +$824 +6 +0.1%
LC
1123
LCNB Corp
Ohio
$990K +$20.3K +148 +2%
RBI
1124
Raiffeisen Bank International
Austria
$988K -$23.9K -174 -2%
PWM
1125
Purus Wealth Management
California
$988K +$64.9K +472 +8%
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