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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
1376
Southeast Asset Advisors
Georgia
$433K – – –
AIS
1377
AM Investment Strategies
Tennessee
$433K +$277 +2 +0.1%
KIG
1378
Kennedy Investment Group
New Jersey
$433K -$1.11K -8 -0.3%
FMII
1379
Farmers & Merchants Investments Inc
Nebraska
$432K – – –
PCM
1380
Poehling Capital Management
Wisconsin
$432K -$11.4K -82 -3%
LAM
1381
L2 Asset Management
Massachusetts
$430K +$13.6K +98 +4%
W
1382
WorthPointe
California
$430K +$389K +2,807 New
DFCM
1383
Dark Forest Capital Management
Puerto Rico
$428K +$388K +2,797 New
CAL
1384
Capital Advisors Ltd
Ohio
$427K +$8.6K +62 +2%
BF
1385
Brogan Financial
Tennessee
$426K +$2.08K +15 +0.5%
NCM
1386
Northside Capital Management
Oregon
$421K – – –
RWP
1387
Ridgecrest Wealth Partners
California
$421K +$139 +1 +0%
FDCP
1388
Foster Dykema Cabot & Partners
Massachusetts
$421K +$250K +1,800 +189%
FVWA
1389
Foster Victor Wealth Advisors
South Carolina
$421K +$139 +1 +0%
OPPS
1390
Obsidian Personal Planning Solutions
Maryland
$419K – – –
PP
1391
Pegasus Partners
Wisconsin
$418K – – –
BFO
1392
Boston Family Office
Massachusetts
$418K – – –
AIA
1393
Angeles Investment Advisors
California
$418K -$241K -1,740 -39%
CPA
1394
Capital Performance Advisors
California
$412K +$4.44K +32 +1%
QT
1395
Quantbot Technologies
New York
$411K -$10.6M -76,335 -97%
BAM
1396
BOS Asset Management
Illinois
$410K +$139 +1 +0%
CW
1397
Channel Wealth
California
$410K -$12.1K -87 -3%
CI
1398
CX Institutional
Indiana
$408K +$16.9K +122 +5%
NFSG
1399
Newbridge Financial Services Group
Florida
$407K -$24K -173 -6%
MCM
1400
Morton Capital Management
California
$406K -$208K -1,496 -36%
54 55
56
57 58