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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1776
SC&H Financial Advisors
Maryland
$230K -$5.33K -41 -2%
HC
1777
Headland Capital
South Carolina
$229K -$651 -5 -0.3%
TIA
1778
Traphagen Investment Advisors
New Jersey
$229K -$35.4K -272 -12%
DM
1779
Diversified Management
Wisconsin
$229K +$259K +1,991 New
HFS
1780
Howard Financial Services
Texas
$229K -$75.5K -580 -23%
WRCM
1781
Western Reserve Capital Management
Ohio
$228K – – –
CPWL
1782
Coquina Private Wealth LLC
Florida
$228K +$2.47K +19 +1%
LFASL
1783
Lugano Financial Advisors SA (LFA)
Switzerland
$228K – – –
FPL
1784
Fortress Private Ledger
North Carolina
$228K -$756K -5,807 -75%
FWA
1785
Flagship Wealth Advisors
Massachusetts
$228K -$120K -924 -38%
AFT
1786
Alpha Family Trust
California
$226K +$256K +1,965 New
SOS
1787
Silver Oak Securities
Tennessee
$226K -$48.4K -372 -16%
JEST
1788
JTC Employer Solutions Trustee
Jersey
$225K – – –
PP
1789
Patten & Patten
Tennessee
$225K -$71.7K -551 -22%
HPM
1790
Hoxton Planning & Management
West Virginia
$224K +$35.3K +271 +16%
PCA
1791
Prosperity Capital Advisors
Ohio
$224K -$61.3K -471 -19%
GS
1792
Gagnon Securities
New York
$223K +$60.5K +465 +32%
KNW
1793
Kesler Norman & Wride
Utah
$223K -$160K -1,227 -39%
CH
1794
CDKV Holdings
Colorado
$222K -$157K -1,206 -38%
HW
1795
Hancock Whitney
Mississippi
$222K -$7.29K -56 -3%
RA
1796
Rise Advisors
New York
$221K -$51K -392 -17%
BFO
1797
Biltmore Family Office
North Carolina
$220K – – –
PAM
1798
Pegasus Asset Management
New York
$219K -$1.17K -9 -0.5%
PPC
1799
Park Place Capital
Alabama
$219K +$32K +246 +15%
AW
1800
Ankerstar Wealth
Texas
$219K -$101K -778 -29%
70 71
72
73 74