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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1201
McKinley Carter Wealth Services
West Virginia
$861K +$15K +86 +2%
LAM
1202
Lewis Asset Management
California
$861K +$70.2K +403 +9%
AWM
1203
Ameliora Wealth Management
Switzerland
$855K – – –
GP
1204
Gridiron Partners
Pennsylvania
$853K – – –
GWM
1205
Geneos Wealth Management
Colorado
$852K +$523 +3 +0.1%
FAT
1206
First American Trust
California
$850K +$2.27K +13 +0.3%
TF
1207
Trek Financial
Arizona
$849K +$858K +4,922 New
OA
1208
Operose Advisors
Wisconsin
$847K +$122K +702 +17%
OWA
1209
Octavia Wealth Advisors
Ohio
$847K -$166K -952 -16%
SS
1210
SBI Securities
Japan
$846K +$855K +4,905 New
RSWM
1211
Robertson Stephens Wealth Management
California
$845K -$486K -2,787 -36%
CCM
1212
CAAS Capital Management
New York
$843K +$852K +4,890 New
GAM
1213
Guinness Asset Management
United Kingdom
$843K +$248K +1,422 +41%
AUB
1214
Atlantic Union Bankshares
Virginia
$841K -$3.48K -20 -0.4%
SCM
1215
Stevens Capital Management
Pennsylvania
$840K +$849K +4,872 New
LA
1216
LM Advisors
California
$838K -$52.3K -300 -6%
EA
1217
Everpar Advisors
Oklahoma
$837K +$9.76K +56 +1%
DWT
1218
Dorsey & Whitney Trust
South Dakota
$836K +$283K +1,622 +50%
FWM
1219
FFT Wealth Management
Pennsylvania
$833K +$3.14K +18 +0.4%
RBI
1220
Raiffeisen Bank International
Austria
$833K +$844K +4,843 New
OBAM
1221
ODDO BHF Asset Management
France
$829K +$138K +790 +20%
MPWT
1222
MassMutual Private Wealth & Trust
Connecticut
$829K +$102K +586 +14%
BCWM
1223
Bartlett & Co Wealth Management
Ohio
$828K -$85K -488 -9%
SWM
1224
Silverlake Wealth Management
Vermont
$827K -$4.53K -26 -0.5%
IF
1225
Intrua Financial
Texas
$821K -$524K -3,007 -39%
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