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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1676
Huntleigh Advisors
Missouri
$270K – – –
CPWA
1677
Cerro Pacific Wealth Advisors
California
$270K +$30.7K +189 +14%
EHC
1678
Everett Harris & Co
California
$269K -$1.14K -7 -0.4%
CC
1679
Cadinha & Co
Hawaii
$269K -$10.9K -67 -3%
CWM
1680
CCG Wealth Management
California
$269K -$1.95K -12 -0.6%
PA
1681
Perennial Advisors
New York
$268K +$311K +1,917 New
BFO
1682
Biltmore Family Office
North Carolina
$268K +$64.9K +400 +26%
TCOV
1683
Trust Company of Vermont
Vermont
$267K -$45.1K -278 -13%
OL
1684
OneFund LLC
Florida
$266K – – –
PWM
1685
Pines Wealth Management
North Carolina
$266K +$19.3K +119 +6%
BIG
1686
Brookwood Investment Group
Arizona
$266K +$309K +1,902 New
SIA
1687
SGL Investment Advisors
Montana
$266K +$73.7K +454 +31%
BC
1688
Burney Company
Virginia
$266K -$46.1K -284 -13%
SRC
1689
Shufro Rose & Co
New York
$266K – – –
BHIA
1690
Birch Hill Investment Advisors
Massachusetts
$266K +$308K +1,900 New
SCP
1691
Sivia Capital Partners
California
$265K +$17K +105 +6%
BFAG
1692
Blackston Financial Advisory Group
Florida
$265K -$60.4K -372 -16%
ST
1693
Sabal Trust
Florida
$264K -$764K -4,704 -71%
DMBA
1694
Deseret Mutual Benefit Administrators
Utah
$263K -$18.3K -113 -6%
ORI
1695
Oak Ridge Investments
Illinois
$263K – – –
EFM
1696
E Fund Management
China
$263K +$20.8K +128 +7%
ABWM
1697
Alpine Bank Wealth Management
Colorado
$263K +$305K +1,878 New
PPC
1698
Pennington Partners & Co
Maryland
$262K -$39.4K -243 -11%
FWA
1699
Flagship Wealth Advisors
Massachusetts
$262K +$8.12K +50 +3%
IIA
1700
Integral Investment Advisors
California
$259K +$20.3K +125 +7%
66 67
68
69 70