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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1576
Global Assets Advisory
Florida
$327K -$189K -1,456 -34%
OCM
1577
One Capital Management
California
$327K -$77.8K -598 -17%
RCYC
1578
Richard C. Young & Co
Rhode Island
$326K +$3.38K +26 +0.9%
SWGC
1579
Summit Wealth Group (Colorado)
Colorado
$324K +$366K +2,817 New
VCM
1580
Versant Capital Management
Arizona
$324K +$33.6K +258 +10%
MHIC
1581
Marble Harbor Investment Counsel
Massachusetts
$322K – – –
PPWM
1582
PFG Private Wealth Management
Florida
$322K +$53.1K +408 +17%
CSPIA
1583
Cary Street Partners Investment Advisory
Virginia
$320K -$156K -1,202 -30%
JIC
1584
JRM Investment Counsel
Nebraska
$320K -$21.9K -168 -6%
APA
1585
Astoria Portfolio Advisors
New York
$320K – – –
MK
1586
MASTERINVEST Kapitalanlage
$320K -$530K -4,075 -59%
GJIA
1587
Glass Jacobson Investment Advisors
Maryland
$319K -$14.4K -111 -4%
V
1588
VeraBank
Texas
$318K +$6.5K +50 +2%
MWM
1589
Maltin Wealth Management
New Jersey
$317K +$97.7K +751 +37%
CPW
1590
Cove Private Wealth
New York
$317K +$3.25K +25 +0.9%
EFM
1591
E Fund Management
China
$317K +$358K +2,755 New
CAL
1592
Capital Advisors Ltd
Ohio
$316K -$3.64K -28 -1%
PPC
1593
Pennington Partners & Co
Maryland
$313K +$62.4K +480 +21%
RBC
1594
Romano Brothers & Co
Illinois
$312K -$17.2K -132 -5%
I
1595
INVST
Indiana
$312K -$564K -4,337 -62%
SAM
1596
Secure Asset Management
Michigan
$311K +$39K +300 +12%
LFG
1597
Lazard Frères Gestion
France
$310K +$352K +2,702 New
E
1598
Evansbrook
Illinois
$310K +$15.9K +122 +5%
WWM
1599
Walser Wealth Management
Florida
$309K +$83.7K +643 +31%
TPI
1600
Trust Point Inc
Wisconsin
$309K -$73.6K -566 -17%
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65 66