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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1126
Cladis Investment Advisory
Montana
$1.08M – – –
WCA
1127
Westover Capital Advisors
Delaware
$1.08M – – –
TW
1128
Tempo Wealth
Ohio
$1.07M +$1.06M +6,967 New
GI
1129
GLOBALT Investments
Georgia
$1.07M -$372K -2,445 -26%
EWM
1130
Empirical Wealth Management
Washington
$1.07M +$129K +850 +14%
MK
1131
MASTERINVEST Kapitalanlage
$1.06M -$1.71M -11,224 -62%
KCM
1132
Kathmere Capital Management
Pennsylvania
$1.06M -$568K -3,736 -35%
RMDI
1133
R.M. Davis Inc
Maine
$1.06M -$19K -125 -2%
PJSIMP
1134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.06M +$20.2K +133 +2%
CWM
1135
Calamos Wealth Management
Illinois
$1.06M +$44.2K +291 +4%
LW
1136
Linscomb Wealth
Texas
$1.05M +$152 +1 +0%
MA
1137
MONECO Advisors
Connecticut
$1.05M +$55.2K +363 +6%
AIP
1138
Ameritas Investment Partners
Nebraska
$1.05M -$16.7K -110 -2%
SA
1139
Strategic Advisors
New York
$1.05M +$5.62K +37 +0.5%
BAM
1140
Belpointe Asset Management
Nevada
$1.05M -$391K -2,574 -27%
MC
1141
Marest Capital
California
$1.05M +$8.66K +57 +0.8%
LSA
1142
Leonteq Securities AG
Switzerland
$1.05M -$208K -1,369 -17%
NP
1143
NorthRock Partners
Minnesota
$1.04M -$1.11M -7,302 -52%
EW
1144
Evoke Wealth
California
$1.04M +$361K +2,374 +54%
LIP
1145
Landmark Investment Partners
Florida
$1.04M -$5.92M -38,925 -85%
WPW
1146
Winthrop Partners - WNY
New York
$1.04M +$1.03M +6,759 New
CFMC
1147
Curbstone Financial Management Corp
New Hampshire
$1.04M -$3.04K -20 -0.3%
EFMC
1148
Empire Financial Management Company
New York
$1.04M – – –
YIA
1149
YHB Investment Advisors
Connecticut
$1.03M +$93.2K +613 +10%
MW
1150
MBL Wealth
North Carolina
$1.03M +$794K +5,222 +363%
44 45
46
47 48