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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1201
Hills Bank & Trust
Iowa
$452K +$230K +1,889 +113%
JAG
1202
Journey Advisory Group
Kentucky
$451K – – –
SAMT
1203
Select Asset Management & Trust
Pennsylvania
$451K – – –
VA
1204
Valmark Advisers
Ohio
$451K +$18.1K +148 +4%
I
1205
INVST
Indiana
$448K +$366 +3 +0.1%
VWM
1206
Vigilare Wealth Management
Arizona
$447K -$14.4K -118 -3%
GEA
1207
Glen Eagle Advisors
New Jersey
$447K -$12.2K -100 -3%
KFGK
1208
Keystone Financial Group (Kentucky)
Kentucky
$445K -$18.9K -155 -4%
SFBLI
1209
Southern Farm Bureau Life Insurance
Mississippi
$444K – – –
SIA
1210
Soltis Investment Advisors
Utah
$443K -$1.77M -14,518 -81%
RG
1211
Retirement Group
California
$440K -$2.44K -20 -0.6%
CWS
1212
Cypress Wealth Services
California
$439K -$58.4K -479 -12%
GWM
1213
Gray Wealth Management
Maine
$438K +$244 +2 +0.1%
SF
1214
Summit Financial
New Jersey
$438K +$65.1K +534 +18%
BFO
1215
Biltmore Family Office
North Carolina
$437K -$793K -6,505 -65%
NAM
1216
NTV Asset Management
West Virginia
$437K +$420K +3,440 New
QC
1217
Quent Capital
New York
$435K -$1.44M -11,832 -78%
IF
1218
IRON Financial
Illinois
$435K +$854 +7 +0.2%
CFA
1219
Compass Financial Advisors
Indiana
$434K -$15.9K -130 -4%
EL
1220
Essex LLC
Illinois
$432K -$119K -975 -22%
BFO
1221
Boston Family Office
Massachusetts
$431K -$30.5K -250 -7%
LB
1222
Legacy Bridge
Iowa
$428K -$82.3K -675 -17%
WT
1223
Washington Trust
Rhode Island
$427K -$76.7K -629 -16%
QPW
1224
Quantum Private Wealth
Florida
$426K +$73.1K +599 +22%
RFN
1225
Redwood Financial Network
Ohio
$426K +$409K +3,353 New
47 48
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