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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1526
Cidel Asset Management
Ontario, Canada
$243K +$201K +1,855 New
BCM
1527
Brown Capital Management
Maryland
$240K +$198K +1,830 New
RT
1528
Rockland Trust
Massachusetts
$239K +$197K +1,825 New
JF
1529
JSF Financial
California
$239K +$197K +1,822 New
BPC
1530
Banque Pictet & Cie
Switzerland
$238K -$270K -2,500 -58%
CW
1531
CreativeOne Wealth
Kansas
$238K +$197K +1,817 New
KWM
1532
Kolinsky Wealth Management
New Jersey
$236K +$195K +1,806 New
PCA
1533
Peddock Capital Advisors
Massachusetts
$236K +$195K +1,801 New
CANC
1534
Culbertson A N & Co
Virginia
$236K +$195K +1,800 New
CCA
1535
Childress Capital Advisors
Texas
$234K +$12.3K +114 +7%
HWA
1536
HCR Wealth Advisors
California
$234K +$193K +1,787 New
PA
1537
Parkside Advisors
California
$234K +$193K +1,787 New
RIM
1538
Rakuten Investment Management
Japan
$234K +$190K +1,756 New
CCP
1539
Clarity Capital Partners
California
$234K +$193K +1,785 New
GG
1540
Greenwood Gearhart
Arkansas
$232K +$192K +1,772 New
OC
1541
Oakworth Capital
Alabama
$232K
WP
1542
WealthShield Partners
North Carolina
$231K +$191K +1,765 New
SGI
1543
Summit Global Investments
Utah
$231K +$191K +1,763 New
MPWT
1544
MassMutual Private Wealth & Trust
Connecticut
$230K +$20.6K +190 +12%
TIA
1545
Trust Investment Advisors
Indiana
$229K +$189K +1,750 New
CSB
1546
City State Bank
Iowa
$229K
DFA
1547
Delta Financial Advisors
Louisiana
$229K +$189K +1,748 New
S
1548
Sachetta
Massachusetts
$228K +$189K +1,745 New
HPM
1549
Hoxton Planning & Management
West Virginia
$228K +$188K +1,739 New
ML
1550
McAdam LLC
Pennsylvania
$227K +$187K +1,733 New