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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1126
Paragon Private Wealth Management
Kentucky
$825K +$334K +2,568 +56%
MWM
1127
Mosley Wealth Management
California
$825K +$6.89K +53 +1%
JWM
1128
Jeppson Wealth Management
California
$824K +$87.9K +676 +10%
TAM
1129
Tocqueville Asset Management
New York
$824K -$179K -1,375 -16%
BCA
1130
Bay Colony Advisors
Massachusetts
$824K -$276K -2,123 -23%
EDRH
1131
Edmond de Rothschild Holding
Switzerland
$818K – – –
LCM
1132
Leisure Capital Management
California
$817K +$924K +7,105 New
DAS
1133
Dynamic Advisor Solutions
Arizona
$816K -$19.9K -153 -2%
MP
1134
Mangrove Partners
Connecticut
$815K -$9.63K -74 -1%
GIA
1135
Gladstone Institutional Advisory
Florida
$814K +$148K +1,140 +19%
HCMT
1136
Highland Capital Management (Tennessee)
Tennessee
$814K -$1.3K -10 -0.1%
PJSIMP
1137
P.J. Schmidt Investment Management (PJS)
Wisconsin
$812K +$25.5K +196 +3%
TA
1138
TruWealth Advisors
Louisiana
$809K -$174K -1,341 -16%
CI
1139
Cigna Investments
Connecticut
$806K -$19.4K -149 -2%
CP
1140
Covalent Partners
Massachusetts
$805K +$911K +7,000 New
SW
1141
SVB Wealth
Massachusetts
$804K -$23.4K -180 -3%
BCM
1142
Brookstone Capital Management
Illinois
$800K -$4.02M -30,878 -82%
CD
1143
Chapin Davis
Maryland
$799K -$118K -907 -12%
WCA
1144
Westover Capital Advisors
Delaware
$799K -$6.12K -47 -0.7%
PPWP
1145
Premier Path Wealth Partners
New Jersey
$798K -$48.5K -373 -5%
CA
1146
Crewe Advisors
Utah
$796K +$38.4K +295 +4%
GCP
1147
GSA Capital Partners
United Kingdom
$791K +$235K +1,809 +36%
SRC
1148
Sage Rhino Capital
California
$791K +$101K +780 +13%
YP
1149
YANKCOM Partnership
South Dakota
$790K +$302K +2,319 +51%
LAM
1150
Lewis Asset Management
California
$789K +$77K +592 +9%
44 45
46
47 48