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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1801
Middleton & Co
Massachusetts
$259K – – –
TF
1802
Tompkins Financial
New York
$259K – – –
TTWM
1803
TCV Trust & Wealth Management
Virginia
$258K -$1.74K -10 -0.7%
CAM
1804
Cidel Asset Management
Ontario, Canada
$257K -$21.3K -122 -8%
RCA
1805
Resonant Capital Advisors
Wisconsin
$256K +$18.5K +106 +8%
LCS
1806
Levin Capital Strategies
New York
$255K – – –
FMTC
1807
Farmers & Merchants Trust Company
California
$255K +$4.53K +26 +2%
BWM
1808
BCS Wealth Management
Tennessee
$254K +$348 +2 +0.1%
ACM
1809
AlphaStar Capital Management
North Carolina
$252K +$254K +1,460 New
BAM
1810
Bosun Asset Management
Illinois
$251K +$22.5K +129 +10%
EWA
1811
Exencial Wealth Advisors
Oklahoma
$251K -$1.22K -7 -0.5%
ACM
1812
Armbruster Capital Management
New York
$251K – – –
KWM
1813
Kolinsky Wealth Management
New Jersey
$251K -$348 -2 -0.1%
PPP
1814
Private Portfolio Partners
New Jersey
$250K +$19.7K +113 +8%
FWMP
1815
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$250K +$253K +1,450 New
DAM
1816
Doheny Asset Management
California
$250K -$47.9K -275 -16%
BDF
1817
Black Diamond Financial
Maryland
$250K +$174 +1 +0.1%
YDMI
1818
Y.D. More Investments
Israel
$250K +$94.8K +544 +30%
LCM
1819
LVM Capital Management
Michigan
$249K +$251K +1,443 New
DWM
1820
Drive Wealth Management
Utah
$249K +$7.49K +43 +3%
TMWM
1821
Taylor & Morgan Wealth Management
Michigan
$249K – – –
PTB
1822
Pioneer Trust Bank
Oregon
$248K – – –
DA
1823
Doliver Advisors
Texas
$248K +$251K +1,440 New
JWM
1824
Jessup Wealth Management
Ohio
$248K +$251K +1,439 New
RA
1825
Riversedge Advisors
Delaware
$246K +$8.19K +47 +3%
71 72
73
74 75