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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BT
1501
Banque Transatlantique
France
$462K +$467K +2,680 New
WBC
1502
Westpac Banking Corp
Australia
$459K -$163K -933 -26%
MCM
1503
Morton Capital Management
California
$459K +$2.44K +14 +0.5%
FVWA
1504
Foster Victor Wealth Advisors
South Carolina
$458K -$50.7K -291 -10%
AC
1505
ASB Consultores
Florida
$457K +$53.7K +308 +13%
SWA
1506
SOA Wealth Advisors
New York
$457K +$348 +2 +0.1%
DFG
1507
Delta Financial Group
New Jersey
$456K +$1.74K +10 +0.4%
CW
1508
Channel Wealth
California
$453K -$7.84K -45 -2%
IAG
1509
Investmark Advisory Group
Connecticut
$451K +$1.04K +6 +0.2%
TPA
1510
Trivium Point Advisory
Connecticut
$449K +$33.6K +193 +8%
CAM
1511
Creekmur Asset Management
Illinois
$448K – – –
PP
1512
Patten & Patten
Tennessee
$448K -$1.57K -9 -0.3%
MSA
1513
Marino Stram & Associates
Massachusetts
$448K +$174 +1 +0%
CFS
1514
CRA Financial Services
New Jersey
$447K – – –
TL
1515
Tradewinds LLC
North Carolina
$447K +$474K +2,723 New
TC
1516
Truvestments Capital
Florida
$446K -$2.44K -14 -0.5%
PCA
1517
Pallas Capital Advisors
Massachusetts
$446K -$54K -310 -11%
VCM
1518
Versant Capital Management
Arizona
$446K +$32.8K +188 +8%
SPL
1519
Smart Portfolios LLC
Washington
$446K -$871 -5 -0.2%
SAW
1520
Signal Advisors Wealth
Michigan
$444K +$11.5K +66 +3%
OPPS
1521
Obsidian Personal Planning Solutions
Maryland
$443K – – –
CWS
1522
Confluence Wealth Services
Pennsylvania
$439K +$52.1K +299 +14%
SPC
1523
Spirepoint Private Client
Florida
$438K – – –
SHFA
1524
SC&H Financial Advisors
Maryland
$437K – – –
AWM
1525
Aprio Wealth Management
Georgia
$435K +$10.1K +58 +2%
59 60
61
62 63