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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1651
Philadelphia Trust Company
Pennsylvania
$359K – – –
BPCE
1652
Bank Pictet & Cie (Europe)
Germany
$359K – – –
AWA
1653
Aletheian Wealth Advisors
Washington
$359K +$1.37K +8 +0.4%
OCBCO
1654
Oversea-Chinese Banking Corp (OCBC)
Singapore
$356K +$348K +2,029 New
IPW
1655
Invictus Private Wealth
Colorado
$355K -$171 -1 -0%
ST
1656
Sageworth Trust
Pennsylvania
$355K +$356K +2,078 New
HC
1657
Headland Capital
South Carolina
$354K +$17K +99 +5%
SSG
1658
Summit Securities Group
New York
$354K -$180K -1,048 -34%
FWM
1659
Fonville Wealth Management
Virginia
$354K – – –
CCA
1660
Cora Capital Advisors
New Jersey
$353K -$343 -2 -0.1%
MG
1661
Marex Group
$352K +$353K +2,060 New
CH
1662
Cromwell Holdings
Wyoming
$352K – – –
SIM
1663
Sentry Investment Management
Wisconsin
$351K -$19.9K -116 -5%
WFM
1664
Wolff Financial Management
Michigan
$351K +$343 +2 +0.1%
DMBA
1665
Deseret Mutual Benefit Administrators
Utah
$351K +$28.8K +168 +9%
ATFA
1666
All Terrain Financial Advisors
Minnesota
$350K -$8.39K -49 -2%
GH
1667
GAM Holding
Switzerland
$349K +$350K +2,042 New
MA
1668
MJP Associates
Connecticut
$348K -$33.1K -193 -9%
PI
1669
Pettee Investors
Connecticut
$348K – – –
HFS
1670
Hopwood Financial Services
Virginia
$347K – – –
KCP
1671
Kera Capital Partners
California
$346K +$34.3K +200 +11%
RBFC
1672
Roman Butler Fullerton & Co
Missouri
$345K +$397K +2,318 New
FWM
1673
Forefront Wealth Management
Pennsylvania
$344K – – –
CWS
1674
Cypress Wealth Services
California
$343K +$6.17K +36 +2%
BFM
1675
Boothbay Fund Management
New York
$343K -$14.9M -86,715 -98%
65 66
67
68 69