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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WRCM
1776
Western Reserve Capital Management
Ohio
$234K – – –
FA
1777
Faithward Advisors
Pennsylvania
$233K +$238K +1,980 New
PGA
1778
Portland Global Advisors
Maine
$232K +$237K +1,975 New
CPWL
1779
Coquina Private Wealth LLC
Florida
$232K -$1.08K -9 -0.5%
IIA
1780
IPG Investment Advisors
California
$232K +$237K +1,973 New
AFT
1781
Alpha Family Trust
California
$231K – – –
DW30
1782
Drucker Wealth 3.0
New Jersey
$231K +$11.9K +99 +5%
HC
1783
Headland Capital
South Carolina
$231K -$3.96K -33 -2%
PA
1784
PFG Advisors
Arizona
$231K -$6.61K -55 -3%
PP
1785
Patten & Patten
Tennessee
$230K – – –
JEST
1786
JTC Employer Solutions Trustee
Jersey
$230K – – –
HFS
1787
Howard Financial Services
Texas
$229K -$4.93K -41 -2%
AW
1788
Alchemi Wealth
Connecticut
$229K -$177K -1,471 -43%
FIB
1789
First Interstate Bank
Montana
$228K -$3.86M -32,123 -94%
GS
1790
Gagnon Securities
New York
$228K – – –
GA
1791
Greenspring Advisors
Maryland
$228K +$233K +1,939 New
BFO
1792
Biltmore Family Office
North Carolina
$228K +$2.16K +18 +0.9%
CH
1793
CDKV Holdings
Colorado
$228K – – –
AFP
1794
Advus Financial Partners
Florida
$227K +$12K +100 +5%
HCM
1795
Highview Capital Management
Illinois
$227K +$232K +1,931 New
SIA
1796
Serenity Investment Advisors
Illinois
$226K +$192K +1,600 New
PA
1797
Perennial Advisors
New York
$226K -$61.2K -509 -21%
PA
1798
Planning Alternatives
Michigan
$224K +$229K +1,906 New
RA
1799
Rise Advisors
New York
$224K -$4.21K -35 -2%
CAM
1800
Clark Asset Management
New Hampshire
$224K -$35.4K -295 -13%
70 71
72
73 74