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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1301
Advocate Group
Minnesota
$260K +$308K +2,852 New
ICG
1302
InterOcean Capital Group
Tennessee
$259K +$306K +2,836 New
LCM
1303
LVM Capital Management
Michigan
$256K – – –
SC
1304
Searle & Co
Connecticut
$255K – – –
UBV
1305
United Bank (Virginia)
Virginia
$255K +$10.8K +100 +4%
CS
1306
Comerica Securities
Michigan
$255K +$20K +185 +7%
LB
1307
Legacy Bridge
Iowa
$253K -$64.8K -600 -18%
VT
1308
Vise Technologies
New York
$252K +$70.5K +653 +31%
SGA
1309
Seaport Global Advisors
Massachusetts
$251K -$40K -370 -12%
SLWA
1310
San Luis Wealth Advisors
California
$251K – – –
CWM
1311
Concentric Wealth Management
California
$250K -$2.7K -25 -0.9%
XT
1312
XTX Topco
Cayman Islands
$248K -$304K -2,818 -51%
CWM
1313
C2C Wealth Management
Arizona
$247K – – –
SWA
1314
SOA Wealth Advisors
New York
$247K +$540 +5 +0.2%
TL
1315
Tradewinds LLC
North Carolina
$247K +$292K +2,707 New
S
1316
Seeyond
France
$246K -$5.94K -55 -2%
CCM
1317
CTC Capital Management
Illinois
$246K – – –
BPCE
1318
Bank Pictet & Cie (Europe)
Germany
$246K +$32.4K +300 +13%
WC
1319
Whitney & Co
New York
$245K +$41.5K +384 +17%
ET
1320
Equitable Trust
Tennessee
$244K – – –
RCM
1321
RNC Capital Management
California
$244K +$36.2K +335 +14%
CIC
1322
Carnegie Investment Counsel
Ohio
$243K -$21.6K -200 -7%
ETIA
1323
Epic Trust Investment Advisors
Washington
$242K -$43K -398 -13%
GCM
1324
Gladius Capital Management
Illinois
$242K +$285K +2,642 New
BFG
1325
Baron Financial Group
New Jersey
$242K – – –
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