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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1276
IMA Advisory Services
Colorado
$608K +$439K +3,652 +241%
ANBT
1277
American National Bank & Trust
Texas
$607K -$481 -4 -0.1%
WFA
1278
Wellspring Financial Advisors
Ohio
$603K -$8.17K -68 -1%
FC
1279
Fairscale Capital
New Hampshire
$603K -$120 -1 -0%
GAM
1280
Guinness Asset Management
United Kingdom
$602K -$108K -902 -15%
HKAM
1281
Horizon Kinetics Asset Management
New York
$599K – – –
O3W
1282
Omni 360 Wealth
New Jersey
$599K – – –
JMFC
1283
J.M. Forbes & Co
Massachusetts
$598K -$120 -1 -0%
FMWA
1284
Forvis Mazars Wealth Advisors
Missouri
$595K -$2.76K -23 -0.5%
GHAM
1285
Gilman Hill Asset Management
Connecticut
$593K – – –
MSR
1286
Main Street Research
Connecticut
$593K -$33.8K -281 -5%
TC
1287
Tannin Capital
North Carolina
$592K +$190K +1,584 +46%
GHI
1288
Gross & Hartman Investments
Pennsylvania
$590K +$80.4K +669 +15%
ACP
1289
Arcus Capital Partners
Georgia
$587K – – –
LCG
1290
Lakeshore Capital Group
Illinois
$586K +$5.29K +44 +0.9%
CWM
1291
Chemistry Wealth Management
New York
$585K – – –
BAM
1292
Broyhill Asset Management
North Carolina
$583K – – –
ST
1293
Smithfield Trust
Pennsylvania
$582K – – –
MWS
1294
MFA Wealth Services
California
$582K +$78.3K +652 +15%
CCWM
1295
Cassaday & Co Wealth Management
Virginia
$580K -$21.4K -178 -3%
CIA
1296
Cape Investment Advisory
Georgia
$578K +$165K +1,373 +39%
UWPG
1297
Ullmann Wealth Partners Group
Florida
$577K +$12K +100 +2%
AIM
1298
Advyzon Investment Management
Illinois
$577K +$63.8K +531 +12%
CT
1299
Chicago Trust
Illinois
$574K -$194K -1,613 -25%
EIP
1300
Essential Investment Partners
Colorado
$572K -$35.2K -293 -6%
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