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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1326
Smartleaf Asset Management
Massachusetts
$699K +$309K +1,803 +83%
LEA
1327
Legacy Edge Advisors
New York
$696K +$124K +723 +22%
AWM
1328
Activest Wealth Management
Florida
$692K +$15.1K +88 +2%
EM
1329
Excalibur Management
Massachusetts
$689K -$111K -650 -14%
CA
1330
Cornerstone Advisory
Maryland
$687K -$11.8K -69 -2%
HCM
1331
Hodges Capital Management
Texas
$685K – – –
SC
1332
Saiph Capital
New Jersey
$684K +$343 +2 +0.1%
OBWG
1333
Onyx Bridge Wealth Group
New York
$682K +$20.2K +118 +3%
SIA
1334
Soltis Investment Advisors
Utah
$682K +$57.4K +335 +9%
TWA
1335
TCI Wealth Advisors
Arizona
$680K +$3.6K +21 +0.5%
EAM
1336
Erste Asset Management
Austria
$678K -$5.42M -31,622 -89%
OHWA
1337
Oak Hill Wealth Advisors
Virginia
$675K -$81.2K -474 -11%
EWM
1338
Elmwood Wealth Management
California
$671K +$46.3K +270 +7%
SW
1339
SlateStone Wealth
Florida
$670K -$88.4K -516 -12%
LWMM
1340
Legacy Wealth Management (Mississippi)
Mississippi
$670K +$685 +4 +0.1%
FFO
1341
Fiduciary Family Office
Florida
$667K +$8.05K +47 +1%
ANC
1342
Ames National Corp
Iowa
$666K – – –
MAWA
1343
Moss Adams Wealth Advisors
Washington
$663K +$17K +99 +3%
RIM
1344
Rakuten Investment Management
Japan
$661K +$2.17M +12,649 New
CPA
1345
Cardiff Park Advisors
California
$659K +$661K +3,858 New
WAM
1346
WNY Asset Management
New York
$659K +$514 +3 +0.1%
FM
1347
Family Management
New York
$658K -$28.4K -166 -4%
VA
1348
Valmark Advisers
Ohio
$658K -$17.1K -100 -3%
LWL
1349
Leo Wealth LLC
Texas
$657K -$217K -1,267 -25%
BIA
1350
Bigelow Investment Advisors
Maine
$657K +$43.3K +253 +7%
52 53
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55 56