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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
1601
First Growth Capital
Maryland
$314K – – –
BBA
1602
BLB&B Advisors
Pennsylvania
$313K +$12.3K +102 +4%
BFA
1603
Beaumont Financial Advisors
Massachusetts
$313K +$43.4K +361 +16%
OA
1604
Operose Advisors
Wisconsin
$312K -$86.5K -720 -21%
BW
1605
Balance Wealth
Ohio
$311K +$90.2K +751 +40%
OWCM
1606
One Wealth Capital Management
Arizona
$310K +$317K +2,637 New
BBP
1607
Banco BTG Pactual
Brazil
$310K +$6.13K +51 +2%
EFM
1608
E Fund Management
China
$310K -$14.5K -121 -4%
AIM
1609
Aspen Investment Management
Michigan
$309K +$3.96K +33 +1%
PL
1610
Perpetual Ltd
Australia
$309K +$1.68K +14 +0.5%
BPW
1611
Bingham Private Wealth
California
$308K +$24.6K +205 +8%
FAM
1612
Formidable Asset Management
Ohio
$307K -$11.3K -94 -3%
KWM
1613
Keebeck Wealth Management
Illinois
$307K +$313K +2,607 New
AWA
1614
Aaron Wealth Advisors
Illinois
$306K -$97.1K -808 -24%
MG
1615
Marex Group
$306K -$39.5K -329 -11%
SC
1616
Syon Capital
California
$306K -$48.9K -407 -14%
VCM
1617
Versant Capital Management
Arizona
$305K -$26.4K -220 -8%
BM
1618
Berman McAleer
Maryland
$305K +$2.16K +18 +0.7%
SW
1619
SlateStone Wealth
Florida
$305K -$132K -1,100 -30%
WTA
1620
Washington Trust Advisors
Massachusetts
$305K +$117K +970 +60%
LWM
1621
Lionshead Wealth Management
New York
$304K +$15.5K +129 +5%
CA
1622
Commerce Advisors
Tennessee
$304K +$2.52K +21 +0.8%
WW
1623
Westshore Wealth
California
$303K +$5.05K +42 +2%
WWM
1624
Westwood Wealth Management
California
$303K -$120K -1,000 -28%
VC
1625
Veracity Capital
Georgia
$302K +$1.08K +9 +0.4%
63 64
65
66 67