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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1826
Sunbeam Capital Management
Georgia
$270K +$267K +1,755 New
AI
1827
Accredited Investors
Minnesota
$270K +$71.6K +471 +37%
CC
1828
Cadinha & Co
Hawaii
$270K -$15.2K -100 -5%
DFA
1829
Delta Financial Advisors
Louisiana
$269K – – –
SIS
1830
Strategic Investment Solutions
Illinois
$268K +$160K +1,052 +153%
MAM
1831
Madison Asset Management
Wisconsin
$265K – – –
TDB
1832
Thompson David Blair
$265K +$261K +1,720 New
DW30
1833
Drucker Wealth 3.0
New Jersey
$264K +$12K +79 +5%
BA
1834
Bridgewater Associates
Connecticut
$264K -$5.29M -34,804 -95%
MSFS
1835
Main Street Financial Solutions
Pennsylvania
$264K -$21.7K -143 -8%
EWA
1836
Exencial Wealth Advisors
Oklahoma
$264K +$1.22K +8 +0.5%
FWA
1837
FSM Wealth Advisors
Ohio
$264K +$11.4K +75 +5%
FA
1838
Faithward Advisors
Pennsylvania
$263K -$3.34K -22 -1%
SLC
1839
Second Line Capital
Louisiana
$262K +$1.52K +10 +0.6%
XSC
1840
X-Square Capital
Puerto Rico
$262K +$1.82K +12 +0.7%
FMTC
1841
Farmers & Merchants Trust Company
California
$262K – – –
FCA
1842
Fortis Capital Advisors
Kansas
$260K +$8.81K +58 +4%
HPM
1843
Hoxton Planning & Management
West Virginia
$259K +$10K +66 +4%
BF
1844
Blankinship & Foster
California
$258K -$456 -3 -0.2%
APG
1845
Abacus Planning Group
South Carolina
$258K +$55.8K +367 +28%
AIC
1846
Argus Investors Counsel
New York
$257K -$608 -4 -0.2%
ITIM
1847
Indiana Trust & Investment Management
Indiana
$257K – – –
LFWA
1848
LBJ Family Wealth Advisors
Texas
$256K -$45.6K -300 -15%
AFA
1849
AA Financial Advisors
Ohio
$256K -$42.5K -280 -14%
PPC
1850
Park Place Capital
Alabama
$256K +$6.53K +43 +3%
72 73
74
75 76