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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1201
Aspetuck Financial Management
Connecticut
$716K +$142K +1,178 +24%
FAOAI
1202
Fund Advisors of America Inc
Florida
$715K +$1.32K +11 +0.2%
VPW
1203
Vaquero Private Wealth
Texas
$715K +$730K +6,078 New
LCM
1204
Lionhunter Capital Management
New York
$714K +$730K +6,072 New
TWP
1205
Triad Wealth Partners
Kansas
$714K +$144K +1,195 +29%
GGA
1206
Granite Group Advisors
Connecticut
$711K +$726K +6,041 New
CA
1207
Crewe Advisors
Utah
$710K -$106K -886 -13%
BIAS
1208
Beacon Investment Advisory Services
New Jersey
$708K -$54.6K -454 -7%
CMANY
1209
Capital Management Associates (New York)
New York
$706K – – –
NAM
1210
NTV Asset Management
West Virginia
$704K +$111K +927 +18%
BAM
1211
Byrne Asset Management
New Jersey
$702K -$87.2K -726 -11%
AG
1212
AlTi Global
New York
$702K +$33.8K +281 +5%
AWM
1213
Aprio Wealth Management
Georgia
$701K -$1.08K -9 -0.2%
AMCA
1214
Arthur M. Cohen & Associates
Illinois
$701K – – –
PIA
1215
Perennial Investment Advisors
California
$699K +$78.3K +652 +12%
OHWP
1216
Oak Harbor Wealth Partners
North Carolina
$696K -$674K -5,610 -49%
IAA
1217
Ironsides Asset Advisors
North Carolina
$693K – – –
SWASL
1218
Spartan Wealth Advisory Services LLC
Michigan
$693K -$32.4K -270 -4%
ACIM
1219
Azimuth Capital Investment Management
Michigan
$691K -$63.3K -527 -8%
GSIAS
1220
Garden State Investment Advisory Services
New Jersey
$691K +$134K +1,115 +23%
BTWM
1221
Baker Tilly Wealth Management
Wisconsin
$686K +$56.6K +471 +9%
PWM
1222
Purus Wealth Management
California
$684K -$85.8K -714 -11%
EWL
1223
Emissary Wealth LLC
New Jersey
$683K +$697K +5,804 New
BB
1224
Busey Bank
Illinois
$679K -$28.2K -235 -4%
SFG
1225
Seamount Financial Group
Colorado
$679K +$240 +2 +0%
47 48
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