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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1726
Grove Bank & Trust
Florida
$292K – – –
SGI
1727
Summit Global Investments
Utah
$292K +$23.7K +136 +9%
FBT
1728
First Bank & Trust
South Dakota
$291K +$32.6K +187 +12%
ML
1729
McAdam LLC
Pennsylvania
$291K +$11K +63 +4%
WEG
1730
World Equity Group
Illinois
$289K +$292K +1,678 New
FCBT
1731
First Citizens Bank & Trust
North Carolina
$288K +$32.6K +187 +13%
FAM
1732
Formidable Asset Management
Ohio
$288K -$17.4K -100 -6%
BF
1733
Blankinship & Foster
California
$288K – – –
PL
1734
Plancorp LLC
Missouri
$287K +$14.8K +85 +5%
BB
1735
Berkshire Bank
Massachusetts
$287K +$290K +1,662 New
SVCP
1736
Silicon Valley Capital Partners
California
$286K -$9.74M -55,892 -97%
HPM
1737
Hoxton Planning & Management
West Virginia
$286K -$14.1K -81 -5%
DACG
1738
Donor Advised Charitable Giving
California
$286K – – –
XSC
1739
X-Square Capital
Puerto Rico
$286K +$1.04K +6 +0.4%
SOS
1740
Silver Oak Securities
Tennessee
$285K +$289K +1,659 New
SDWIA
1741
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$285K +$871 +5 +0.3%
PPC
1742
Park Place Capital
Alabama
$284K +$871 +5 +0.3%
A
1743
Allianz
Germany
$284K – – –
NCM
1744
Novare Capital Management
North Carolina
$284K -$10.5K -60 -4%
ZIC
1745
ZWJ Investment Counsel
Georgia
$283K – – –
LDB
1746
Lee, Danner & Bass
Tennessee
$282K – – –
WP
1747
WealthShield Partners
North Carolina
$281K – – –
QC
1748
Quent Capital
New York
$280K +$8.19K +47 +3%
PAM
1749
Pegasus Asset Management
New York
$280K – – –
CWM
1750
Chesapeake Wealth Management
Virginia
$280K -$2.61K -15 -0.9%
68 69
70
71 72