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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1601
Doheny Asset Management
California
$264K – – –
BP
1602
BNP Paribas
France
$263K +$66.6K +480 +39%
MAC
1603
Mason & Associates (California)
California
$262K – – –
BCM
1604
Brown Capital Management
Maryland
$262K – – –
BIG
1605
Builder Investment Group
Georgia
$262K -$6.94K -50 -3%
PPWM
1606
Perissos Private Wealth Management
Oklahoma
$262K +$1.53K +11 +0.6%
NCM
1607
Novare Capital Management
North Carolina
$261K -$8.32K -60 -3%
GIA
1608
Guyasuta Investment Advisors
Pennsylvania
$260K – – –
RAG
1609
RIA Advisory Group
Iowa
$260K +$236K +1,699 New
GBT
1610
Grove Bank & Trust
Florida
$260K +$4.02K +29 +2%
GIA
1611
GHP Investment Advisors
Colorado
$259K +$1.39K +10 +0.6%
SRC
1612
Shufro Rose & Co
New York
$259K – – –
CCA
1613
Childress Capital Advisors
Texas
$258K +$234K +1,688 New
SCA
1614
Stonebridge Capital Advisors
Minnesota
$256K +$2.77K +20 +1%
BF
1615
Blankinship & Foster
California
$256K – – –
IC
1616
Iconiq Capital
California
$255K +$231K +1,663 New
DACG
1617
Donor Advised Charitable Giving
California
$254K -$36.9K -266 -14%
NWWA
1618
New Wave Wealth Advisors
Arkansas
$254K -$21.5K -155 -9%
HOWA
1619
Heritage Oak Wealth Advisors
Florida
$254K +$230K +1,656 New
GSC
1620
Ground Swell Capital
South Carolina
$254K +$230K +1,656 New
XSC
1621
X-Square Capital
Puerto Rico
$253K +$1.11K +8 +0.5%
A
1622
Allianz
Germany
$253K – – –
SDWIA
1623
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$253K – – –
CFP
1624
Catalyst Financial Partners
Massachusetts
$253K +$229K +1,650 New
ZIM
1625
Zacks Investment Management
Illinois
$252K -$441K -3,179 -66%
63 64
65
66 67