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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1776
Shufro Rose & Co
New York
$302K +$9.12K +60 +3%
JEST
1777
JTC Employer Solutions Trustee
Jersey
$302K – – –
AA
1778
Armis Advisers
Georgia
$302K +$66.6K +438 +19%
B
1779
Bellecapital
Switzerland
$301K – – –
RPWA
1780
Regent Peak Wealth Advisors
Georgia
$300K +$7.45K +49 +3%
LCC
1781
Lincoln Capital Corp
Rhode Island
$300K – – –
NRC
1782
New Republic Capital
North Carolina
$299K +$295K +1,941 New
SAM
1783
Simplify Asset Management
Nevada
$299K +$295K +1,938 New
FFS
1784
Founders Financial Securities
Maryland
$297K +$11.5K +76 +4%
AL
1785
Aspiriant LLC
California
$296K +$3.19K +21 +1%
BFO
1786
Biltmore Family Office
North Carolina
$295K -$760 -5 -0.3%
PAM
1787
Pegasus Asset Management
New York
$295K -$1.67K -11 -0.6%
MAP
1788
Moody Aldrich Partners
Massachusetts
$295K – – –
KFA
1789
Kapstone Financial Advisors
Ohio
$295K +$45K +296 +18%
EW
1790
Expressive Wealth
Illinois
$293K +$289K +1,900 New
LAM
1791
LECAP Asset Management
United Kingdom
$291K +$287K +1,890 New
ORI
1792
Oak Ridge Investments
Illinois
$291K -$52.4K -345 -15%
SWM
1793
Selective Wealth Management
Virginia
$291K -$456 -3 -0.2%
BI
1794
Beckerman Institutional
New Jersey
$290K – – –
GWM
1795
GSB Wealth Management
Connecticut
$290K +$2.43K +16 +0.9%
GWM
1796
Goldenstone Wealth Management
California
$289K +$285K +1,874 New
MAM
1797
Mystic Asset Management
Rhode Island
$287K +$456 +3 +0.2%
JFA
1798
JNBA Financial Advisors
Minnesota
$286K +$6.53K +43 +2%
TCM
1799
Tufton Capital Management
Maryland
$286K +$66.4K +437 +31%
SA
1800
Sovran Advisors
California
$286K +$2.43K +16 +0.9%
70 71
72
73 74