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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1251
Thoma Capital Management
Maryland
$803K +$14.7K +97 +2%
QFW
1252
QTR Family Wealth
Florida
$801K +$111K +730 +14%
POIA
1253
Pin Oak Investment Advisors
Texas
$800K – – –
ANBT
1254
American National Bank & Trust
Texas
$798K +$3.65K +24 +0.5%
GCM
1255
Gables Capital Management
Florida
$796K -$19K -125 -2%
FFN
1256
Focus Financial Network
Minnesota
$795K +$51.8K +341 +7%
ST
1257
Smithfield Trust
Pennsylvania
$794K – – –
WH
1258
Willner & Heller
California
$790K +$6.84K +45 +0.9%
PFA
1259
Pure Financial Advisors
California
$790K +$41.3K +272 +6%
1IA
1260
1620 Investment Advisors
Massachusetts
$790K -$12.2K -80 -2%
FC
1261
Fairscale Capital
New Hampshire
$789K +$97.7K +643 +14%
KSB
1262
Kennebec Savings Bank
Maine
$788K +$13.8K +91 +2%
O
1263
Ossiam
France
$788K -$7.49M -49,286 -91%
HCM
1264
Howard Capital Management
Georgia
$786K +$4.1K +27 +0.5%
AIM
1265
Aigen Investment Management
New York
$785K +$774K +5,095 New
GCP
1266
GSA Capital Partners
United Kingdom
$781K +$189K +1,241 +32%
MWM
1267
Mosley Wealth Management
California
$776K +$726K +4,777 New
VA
1268
VestGen Advisors
Illinois
$776K +$85.3K +561 +13%
SEP
1269
Southland Equity Partners
Missouri
$774K -$5.78K -38 -0.8%
LWL
1270
Leo Wealth LLC
Texas
$774K +$178K +1,172 +30%
SSWM
1271
Sheets Smith Wealth Management
North Carolina
$769K -$4.86K -32 -0.6%
CWM
1272
Chemistry Wealth Management
New York
$766K – – –
BAM
1273
Broyhill Asset Management
North Carolina
$764K -$45.6K -300 -6%
CCM
1274
CFO Capital Management
Connecticut
$764K +$753K +4,954 New
GCM
1275
Gunpowder Capital Management
Maryland
$762K +$751K +4,942 New
49 50
51
52 53