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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
1601
McAdam LLC
Pennsylvania
$404K +$16.3K +107 +4%
TBA
1602
Tower Bridge Advisors
Pennsylvania
$402K – – –
CBT
1603
Central Bank & Trust
Kentucky
$402K -$19.8K -130 -5%
AFS
1604
Aft Forsyth & Sober
Florida
$401K – – –
IAG
1605
Investmark Advisory Group
Connecticut
$400K +$1.98K +13 +0.5%
AIM
1606
Aspen Investment Management
Michigan
$399K +$394K +2,591 New
SPF
1607
South Plains Financial
Texas
$398K +$11.4K +75 +3%
BM
1608
Berman McAleer
Maryland
$398K – – –
E
1609
Evansbrook
Illinois
$397K +$391K +2,573 New
HFS
1610
Howard Financial Services
Texas
$396K -$92.1K -606 -19%
AC
1611
Avory & Company
Florida
$395K -$26.4K -174 -6%
VCM
1612
Versant Capital Management
Arizona
$394K -$8.66K -57 -2%
MAC
1613
Mason & Associates (California)
California
$393K +$146K +962 +61%
OAM
1614
Occidental Asset Management
California
$393K +$15.3K +101 +4%
MCM
1615
Morton Capital Management
California
$392K -$15.2K -100 -4%
PCM
1616
Poehling Capital Management
Wisconsin
$392K -$23.3K -153 -6%
FHC
1617
First Horizon Corporation
Tennessee
$391K +$15.2K +100 +4%
DE
1618
Diversified Enterprises
Delaware
$391K +$7.45K +49 +2%
LB
1619
Legacy Bridge
Iowa
$391K – – –
CW
1620
Channel Wealth
California
$390K +$7.6K +50 +2%
FMC
1621
First Merchants Corp
Indiana
$390K – – –
FWP
1622
Flatrock Wealth Partners
California
$389K +$383K +2,523 New
EL
1623
Essex LLC
Illinois
$387K +$92.2K +607 +32%
WBC
1624
Westpac Banking Corp
Australia
$387K +$32.5K +214 +9%
MC
1625
Mathes Company
New York
$387K – – –
63 64
65
66 67