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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1576
Trace Wealth Advisors
California
$424K +$26K +171 +7%
HBW
1577
Hazlett, Burt & Watson
West Virginia
$423K +$95.7K +630 +30%
RZH
1578
Relyea Zuckerberg Hanson
Connecticut
$421K +$7.29K +48 +2%
CPW
1579
Cove Private Wealth
New York
$421K +$91.2K +600 +28%
PP
1580
PDS Planning
Ohio
$420K -$77.7K -511 -16%
V
1581
VeraBank
Texas
$419K – – –
MNBTD
1582
Moody National Bank Trust Division
Texas
$419K +$56.8K +374 +16%
TPA
1583
Trivium Point Advisory
Connecticut
$418K +$10.6K +70 +3%
TL
1584
Tradewinds LLC
North Carolina
$417K -$2.43K -16 -0.6%
SAA
1585
Southeast Asset Advisors
Georgia
$417K -$44.8K -295 -10%
AT
1586
Avalon Trust
New Mexico
$416K -$92.4K -608 -18%
OF
1587
Optimize Financial
California
$415K +$5.47K +36 +1%
EFG
1588
Everest Financial Group
Minnesota
$415K +$409K +2,691 New
1C
1589
111 Capital
France
$414K +$408K +2,684 New
AW
1590
Ankerstar Wealth
Texas
$413K +$407K +2,681 New
TCOV
1591
Trust Company of Vermont
Vermont
$413K -$543K -3,570 -57%
GBT
1592
Grove Bank & Trust
Florida
$412K – – –
FAM
1593
Formidable Asset Management
Ohio
$411K +$124K +813 +51%
FMLI
1594
Fukoku Mutual Life Insurance
Japan
$411K -$22.8K -150 -5%
SWA
1595
SOA Wealth Advisors
New York
$410K -$29.8K -196 -7%
WFA
1596
Wellspring Financial Advisors
Ohio
$410K +$14.7K +97 +4%
JJBC
1597
James J. Burns & Company
New York
$409K +$198K +1,303 +96%
CANC
1598
Culbertson A N & Co
Virginia
$409K +$130K +855 +48%
ASC
1599
Atalanta Sosnoff Capital
New York
$407K -$62.5M -411,116 -99%
EFSCE
1600
Enterprise Financial Services Corp (EFSC)
Missouri
$405K +$20.7K +136 +5%
62 63
64
65 66