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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1776
Global Trust Asset Management
Florida
$138K – – –
FFWM
1777
Future Financial Wealth Management
Ohio
$138K +$125K +900 New
ADL
1778
Asset Dedication LLC
California
$138K +$19.8K +143 +19%
DCM
1779
Davis Capital Management
Florida
$134K +$139 +1 +0.1%
MCM
1780
MV Capital Management
Maryland
$125K +$16.6K +120 +17%
TIM
1781
Tortoise Investment Management
New York
$124K -$1.94K -14 -2%
WPA
1782
West Paces Advisors
Georgia
$123K – – –
CB
1783
Centennial Bank
Arkansas
$119K -$13.9K -100 -11%
PWA
1784
Provenance Wealth Advisors
Florida
$117K – – –
SIS
1785
Sound Income Strategies
Florida
$117K -$2.5K -18 -2%
PIM
1786
Plato Investment Management
Australia
$116K +$60.8K +438 +136%
PWMA
1787
Pension & Wealth Management Advisors
Massachusetts
$116K -$3.75K -27 -3%
CTC
1788
Cetera Trust Company
Minnesota
$115K – – –
DI
1789
DAGCO Inc
Ohio
$115K – – –
APW
1790
Atlantic Private Wealth
North Carolina
$115K +$104K +750 New
TFIPS
1791
Towarzystwo Funduszy Inwestycyjnych PZU SA
$113K +$18K +130 +21%
BGAI
1792
Bruce G. Allen Investments
Colorado
$112K +$36.6K +264 +56%
SWM
1793
Sugarloaf Wealth Management
Georgia
$110K +$555 +4 +0.6%
CHC
1794
City Holding Co
West Virginia
$109K – – –
TIM
1795
Thompson Investment Management
Wisconsin
$107K – – –
WAM
1796
Wolverine Asset Management
Illinois
$107K – – –
CHA
1797
Carmichael Hill & Associates
Maryland
$107K – – –
SIS
1798
Strategic Investment Solutions
Illinois
$105K +$52.3K +377 +121%
TLA
1799
Tanglewood Legacy Advisors
Texas
$105K +$555 +4 +0.6%
WPWM
1800
Western Pacific Wealth Management
Illinois
$102K – – –
70 71
72
73 74