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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1201
Clearwater Capital Advisors
Illinois
$719K -$26.3K -219 -3%
RMDI
1202
R.M. Davis Inc
Maine
$719K -$85.1K -708 -10%
EAM
1203
Erste Asset Management
Austria
$719K +$123K +1,026 +20%
CCP
1204
Cane Capital Partners
Louisiana
$718K -$24K -200 -3%
AFM
1205
Aspetuck Financial Management
Connecticut
$716K +$142K +1,178 +24%
FAOAI
1206
Fund Advisors of America Inc
Florida
$715K +$1.32K +11 +0.2%
VPW
1207
Vaquero Private Wealth
Texas
$715K +$730K +6,078 New
LCM
1208
Lionhunter Capital Management
New York
$714K +$730K +6,072 New
TWP
1209
Triad Wealth Partners
Kansas
$714K +$144K +1,195 +29%
GGA
1210
Granite Group Advisors
Connecticut
$711K +$726K +6,041 New
CA
1211
Crewe Advisors
Utah
$710K -$106K -886 -13%
BIAS
1212
Beacon Investment Advisory Services
New Jersey
$708K -$54.6K -454 -7%
CMANY
1213
Capital Management Associates (New York)
New York
$706K – – –
NAM
1214
NTV Asset Management
West Virginia
$704K +$111K +927 +18%
BAM
1215
Byrne Asset Management
New Jersey
$702K -$87.2K -726 -11%
AG
1216
AlTi Global
New York
$702K +$33.8K +281 +5%
AWM
1217
Aprio Wealth Management
Georgia
$701K -$1.08K -9 -0.2%
AMCA
1218
Arthur M. Cohen & Associates
Illinois
$701K – – –
PIA
1219
Perennial Investment Advisors
California
$699K +$78.3K +652 +12%
OHWP
1220
Oak Harbor Wealth Partners
North Carolina
$696K -$674K -5,610 -49%
IAA
1221
Ironsides Asset Advisors
North Carolina
$693K – – –
SWASL
1222
Spartan Wealth Advisory Services LLC
Michigan
$693K -$32.4K -270 -4%
ACIM
1223
Azimuth Capital Investment Management
Michigan
$691K -$63.3K -527 -8%
GSIAS
1224
Garden State Investment Advisory Services
New Jersey
$691K +$134K +1,115 +23%
BTWM
1225
Baker Tilly Wealth Management
Wisconsin
$686K +$56.6K +471 +9%
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49
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