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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1351
Howard Capital Management
Georgia
$504K +$202K +1,683 +65%
PAM
1352
Panagora Asset Management
Massachusetts
$503K – – –
SIA
1353
Soltis Investment Advisors
Utah
$502K +$44.6K +371 +10%
AIC
1354
Archer Investment Corporation
Indiana
$502K +$240K +2,000 +88%
OWA
1355
Octavia Wealth Advisors
Ohio
$501K -$56K -466 -10%
KBFS
1356
Kohmann Bosshard Financial Services
Ohio
$499K – – –
BWL
1357
Bogart Wealth LLC
Virginia
$498K +$137K +1,140 +37%
GCM
1358
Gables Capital Management
Florida
$495K -$87.7K -730 -15%
HWA
1359
HHM Wealth Advisors
Tennessee
$495K -$4.21K -35 -0.8%
RC
1360
Roundview Capital
New Jersey
$494K -$31.2K -260 -6%
ALAM
1361
Asahi Life Asset Management
Japan
$494K +$505K +4,200 New
EL
1362
Essex LLC
Illinois
$493K +$2.16K +18 +0.4%
DA
1363
Dover Advisors
Virginia
$492K +$841 +7 +0.2%
FM
1364
Family Management
New York
$492K +$4.57K +38 +0.9%
PWMAG
1365
Pinnacle Wealth Management Advisory Group
New Jersey
$490K +$39.8K +331 +9%
SFG
1366
Shum Financial Group
California
$489K -$1.92K -16 -0.4%
PCM
1367
Polymer Capital Management
New York
$488K +$53.6K +446 +12%
TL
1368
Tradewinds LLC
North Carolina
$488K -$83.6K -696 -25%
WA1
1369
Wimmer Associates 1
California
$488K – – –
GCM
1370
Gallacher Capital Management
Colorado
$487K +$498K +4,141 New
LOWM
1371
Laurel Oak Wealth Management
New Jersey
$487K +$481 +4 +0.1%
KFGK
1372
Keystone Financial Group (Kentucky)
Kentucky
$486K -$1.32K -11 -0.3%
ASG
1373
Ariston Services Group
California
$486K +$496K +4,127 New
LCM
1374
Logan Capital Management
Pennsylvania
$485K +$496K +4,125 New
TWM
1375
Trueblood Wealth Management
Ohio
$485K -$23.2K -193 -4%
53 54
55
56 57