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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1151
SouthState Corp
Florida
$320K – – –
SLWA
1152
San Luis Wealth Advisors
California
$320K +$320K +2,754 New
MMA
1153
Miracle Mile Advisors
California
$319K – – –
MSFS
1154
Main Street Financial Solutions
Pennsylvania
$318K +$317K +2,733 New
GWA
1155
GGM Wealth Advisors
Maryland
$317K +$23.2K +200 +10%
CWP
1156
CFM Wealth Partners
Texas
$315K – – –
UBV
1157
United Bank (Virginia)
Virginia
$314K – – –
SWA
1158
SOA Wealth Advisors
New York
$314K +$55.4K +477 +21%
SF
1159
Summit Financial
New Jersey
$313K +$312K +2,691 New
OTPPB
1160
Ontario Teachers' Pension Plan Board
Ontario, Canada
$313K -$60.7K -523 -16%
DWM
1161
Doyle Wealth Management
Florida
$310K -$6.73K -58 -2%
B
1162
Barings
North Carolina
$309K +$307K +2,649 New
BFG
1163
Baron Financial Group
New Jersey
$308K -$17.4K -150 -5%
KCM
1164
Kathmere Capital Management
Pennsylvania
$308K +$307K +2,647 New
CL
1165
Choreo LLC
Illinois
$307K +$29K +250 +10%
OPS
1166
Orion Portfolio Solutions
Nebraska
$307K +$306K +2,636 New
AWM
1167
Accurate Wealth Management
Florida
$306K -$11.6K -100 -4%
NW
1168
NewEdge Wealth
Pennsylvania
$303K -$121K -1,039 -28%
FDS
1169
First Dallas Securities
Texas
$302K – – –
PFBT
1170
Parkside Financial Bank & Trust
Missouri
$300K +$3.02K +26 +1%
PWMAG
1171
Pinnacle Wealth Management Advisory Group
New Jersey
$300K +$48.7K +420 +19%
C
1172
Certuity
Florida
$298K -$1.39K -12 -0.5%
BWL
1173
Bogart Wealth LLC
Virginia
$297K – – –
FAN
1174
Financial Advisors Network
California
$296K +$232 +2 +0.1%
EWM
1175
Executive Wealth Management
Michigan
$296K +$1.39K +12 +0.5%
45 46
47
48 49