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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1676
Alaska Wealth Advisors
Alaska
$342K – – –
LFASL
1677
Lugano Financial Advisors SA (LFA)
Switzerland
$342K – – –
MIM
1678
Merrion Investment Management
New Jersey
$342K – – –
PPW
1679
PACK Private Wealth
Minnesota
$342K – – –
SC
1680
Searle & Co
Connecticut
$342K – – –
MWM
1681
Maltin Wealth Management
New Jersey
$342K +$685 +4 +0.2%
WAL
1682
W Advisors LLC
Tennessee
$341K – – –
FIA
1683
FNY Investment Advisers
New York
$341K +$343K +2,000 New
TTWM
1684
TCV Trust & Wealth Management
Virginia
$341K – – –
DOA
1685
D'Orazio & Associates
Virginia
$340K +$52.3K +305 +18%
CW
1686
Code Waechter
Florida
$339K -$4.11K -24 -1%
WLPWM
1687
Walled Lake Planning & Wealth Management
Illinois
$339K +$1.71K +10 +0.5%
TWM
1688
Topsail Wealth Management
North Carolina
$338K +$339K +1,977 New
OL
1689
OneFund LLC
Florida
$335K +$11.8K +69 +4%
JEST
1690
JTC Employer Solutions Trustee
Jersey
$335K – – –
LFWA
1691
LBJ Family Wealth Advisors
Texas
$335K +$343 +2 +0.1%
B
1692
Bellecapital
Switzerland
$333K – – –
LCC
1693
Lincoln Capital Corp
Rhode Island
$332K -$10.5K -61 -3%
BFG
1694
Berger Financial Group
Minnesota
$332K +$1.71K +10 +0.5%
AFA
1695
AA Financial Advisors
Ohio
$331K +$20.6K +120 +7%
AA
1696
Armis Advisers
Georgia
$331K +$82.8K +483 +27%
OAM
1697
Ostrum Asset Management
France
$331K -$10.3K -60 -3%
EHC
1698
Everett Harris & Co
California
$331K – – –
PAM
1699
Pegasus Asset Management
New York
$329K – – –
BFO
1700
Biltmore Family Office
North Carolina
$328K -$17.5K -102 -5%
66 67
68
69 70