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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
1526
First Merchants Corp
Indiana
$397K – – –
SWA
1527
SOA Wealth Advisors
New York
$397K +$412 +3 +0.1%
MCM
1528
Morton Capital Management
California
$396K -$3.85K -28 -1%
NFSG
1529
Newbridge Financial Services Group
Florida
$396K +$26.9K +196 +8%
JFGIW
1530
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$395K +$69.4K +505 +24%
TSS
1531
Two Sigma Securities
New York
$395K -$179K -1,304 -33%
TPA
1532
Trivium Point Advisory
Connecticut
$393K +$1.92K +14 +0.5%
KIM
1533
Kestra Investment Management
Texas
$391K +$270K +1,965 +304%
EW
1534
Evoke Wealth
California
$391K -$158K -1,151 -31%
IAG
1535
Investmark Advisory Group
Connecticut
$389K -$550 -4 -0.2%
EFSCE
1536
Enterprise Financial Services Corp (EFSC)
Missouri
$389K +$46.6K +339 +15%
AFS
1537
Aft Forsyth & Sober
Florida
$389K +$357K +2,600 New
PWM
1538
Pines Wealth Management
North Carolina
$387K +$38.6K +281 +13%
PP
1539
Patten & Patten
Tennessee
$386K -$13.7K -100 -4%
CS
1540
Capital Square
Tennessee
$386K +$112K +814 +52%
FHC
1541
First Heartland Consultants
Missouri
$385K -$22.5K -164 -6%
V
1542
VeraBank
Texas
$384K +$42.6K +310 +14%
SPL
1543
Smart Portfolios LLC
Washington
$384K -$687 -5 -0.2%
CA
1544
Calton & Associates
Florida
$383K +$113K +825 +48%
FMII
1545
Farmers & Merchants Investments Inc
Nebraska
$383K -$42.6K -310 -11%
VCM
1546
Versant Capital Management
Arizona
$382K -$10K -73 -3%
KIG
1547
Kennedy Investment Group
New Jersey
$381K -$19.4K -141 -5%
LB
1548
Legacy Bridge
Iowa
$379K +$41.2K +300 +13%
SPC
1549
Spirepoint Private Client
Florida
$379K -$137 -1 -0%
TC
1550
TFR Capital
Texas
$378K +$78.7K +573 +29%
60 61
62
63 64