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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1601
Tactive Advisors
Florida
$309K +$112K +863 +47%
JJBC
1602
James J. Burns & Company
New York
$308K +$2.73K +21 +0.8%
SWM
1603
Silverlake Wealth Management
Vermont
$308K -$24.6K -189 -7%
EFSCE
1604
Enterprise Financial Services Corp (EFSC)
Missouri
$307K +$5.99K +46 +2%
FMLI
1605
Fukoku Mutual Life Insurance
Japan
$307K – – –
CNBT
1606
Cornerstone National Bank & Trust
Illinois
$307K -$983K -7,559 -74%
SW
1607
Simplicity Wealth
New Jersey
$306K +$69.9K +537 +25%
ML
1608
McAdam LLC
Pennsylvania
$305K +$3.9K +30 +1%
AA
1609
Armis Advisers
Georgia
$305K -$23.8K -183 -7%
FGC
1610
First Growth Capital
Maryland
$305K +$520 +4 +0.2%
FHC
1611
First Horizon Corporation
Tennessee
$302K +$11.3K +87 +3%
AU
1612
AlphaGrep UK
$301K +$341K +2,621 New
SSCA
1613
South Shore Capital Advisors
Massachusetts
$301K -$84.4K -649 -20%
PL
1614
Perpetual Ltd
Australia
$300K +$39K +300 +13%
KP
1615
Keel Point
Alabama
$300K -$293K -2,252 -46%
TBA
1616
Tower Bridge Advisors
Pennsylvania
$300K – – –
ACA
1617
Affinity Capital Advisors
California
$299K -$27.1K -208 -7%
AFS
1618
Aft Forsyth & Sober
Florida
$299K – – –
HCM
1619
Howard Capital Management
Georgia
$299K -$325K -2,500 -49%
SCP
1620
Sivia Capital Partners
California
$298K +$75.7K +582 +29%
AIM
1621
Aspen Investment Management
Michigan
$298K – – –
VSQM
1622
V-Square Quantitative Management
Illinois
$297K +$77.2K +593 +30%
BBP
1623
Banco BTG Pactual
Brazil
$297K +$336K +2,585 New
FWP
1624
Flatrock Wealth Partners
California
$297K +$7.55K +58 +2%
RWA
1625
Redhawk Wealth Advisors
Minnesota
$297K -$262K -2,011 -44%
63 64
65
66 67