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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1376
Soltis Investment Advisors
Utah
$547K -$1.48M -10,788 -75%
PWM
1377
Palumbo Wealth Management
New York
$543K -$10.2K -74 -2%
BIG
1378
Brooklyn Investment Group
New York
$543K +$149K +1,083 +43%
AAS
1379
Ameritas Advisory Services
Nebraska
$543K -$1.31M -9,546 -72%
VR
1380
Valued Retirements
Texas
$540K – – –
AA
1381
Alta Advisers
United Kingdom
$539K – – –
ACA
1382
Atlas Capital Advisors
Wyoming
$538K – – –
SC
1383
Syon Capital
California
$538K +$128K +932 +35%
BIA
1384
Bigelow Investment Advisors
Maine
$538K +$18.4K +134 +4%
AO
1385
Advisor OS
Illinois
$537K +$15.7K +114 +3%
RFN
1386
Redwood Financial Network
Ohio
$537K +$8.93K +65 +2%
AG
1387
AlTi Global
New York
$533K +$60.2K +438 +14%
ESB
1388
Essex Savings Bank
Connecticut
$532K +$59.9K +436 +14%
FAIM
1389
Financial Advocates Investment Management
Washington
$532K -$471K -3,426 -49%
AWM
1390
Avondale Wealth Management
Texas
$531K +$199K +1,450 +69%
VWM
1391
Venturi Wealth Management
Texas
$527K -$99.2K -722 -17%
AG
1392
AmeriFlex Group
Nevada
$526K -$114K -831 -19%
SAMT
1393
Select Asset Management & Trust
Pennsylvania
$525K – – –
MYAM
1394
Meiji Yasuda Asset Management
Japan
$524K -$1.07M -7,815 -69%
WA
1395
WBH Advisory
Maryland
$523K +$687 +5 +0.1%
WFAG
1396
Worth Financial Advisory Group
North Carolina
$522K +$3.3K +24 +0.7%
RCYC
1397
Richard C. Young & Co
Rhode Island
$521K +$2.06K +15 +0.4%
IC
1398
Inscription Capital
Texas
$520K -$394K -2,870 -45%
HKIMG
1399
Hutchens & Kramer Investment Management Group
Indiana
$519K -$687 -5 -0.1%
PA
1400
Procyon Advisors
Connecticut
$519K -$1.23M -8,938 -72%
54 55
56
57 58