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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1276
Marest Capital
California
$424K +$350K +3,239 New
GLA
1277
Great Lakes Advisors
Illinois
$424K +$15.4K +142 +5%
WBC
1278
Westpac Banking Corp
Australia
$424K -$66.3K -613 -16%
ICG
1279
InterOcean Capital Group
Tennessee
$424K -$34K -314 -9%
NCM
1280
Northside Capital Management
Oregon
$422K – – –
CST
1281
Charles Schwab Trust
Nevada
$422K +$349K +3,222 New
WB
1282
WesBanco Bank
West Virginia
$422K -$12.4K -115 -3%
OWP
1283
Obermeyer Wealth Partners
Colorado
$420K +$15.1K +140 +5%
PFGIA
1284
Patriot Financial Group Insurance Agency
Massachusetts
$419K -$61.9K -572 -15%
CC
1285
Courier Capital
New York
$419K – – –
OIA
1286
Optimum Investment Advisors
Illinois
$419K – – –
BJL
1287
Brighton Jones LLC
Washington
$418K +$7.79K +72 +2%
EFSCE
1288
Enterprise Financial Services Corp (EFSC)
Missouri
$416K -$10.9K -101 -3%
WW
1289
Westshore Wealth
California
$416K – – –
GEA
1290
Glen Eagle Advisors
New Jersey
$416K -$1.3K -12 -0.4%
FFA
1291
Fragasso Financial Advisors
Pennsylvania
$414K +$8.33K +77 +2%
AWA
1292
Alaska Wealth Advisors
Alaska
$414K -$4.22K -39 -1%
HA
1293
Hofer & Associates
California
$414K – – –
MCA
1294
MSH Capital Advisors
Arizona
$414K -$63K -582 -16%
HFS
1295
Howard Financial Services
Texas
$412K +$1.84K +17 +0.5%
IF
1296
IRON Financial
Illinois
$411K -$32.5K -300 -9%
RRCM
1297
Rappaport Reiches Capital Management
Illinois
$409K +$1.73K +16 +0.5%
SWS
1298
SYSTM Wealth Solutions
Illinois
$408K +$2.38K +22 +0.7%
IA
1299
IFP Advisors
Florida
$407K -$4.88M -45,149 -94%
MHIC
1300
Marble Harbor Investment Counsel
Massachusetts
$406K -$10.8K -100 -3%
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