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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WFM
1826
Wolff Financial Management
Michigan
$204K – – –
MCA
1827
Millennium Capital Advisors
Arkansas
$204K -$133K -1,025 -37%
CIA
1828
Caerus Investment Advisors
Texas
$204K +$230K +1,771 New
RAM
1829
Ramirez Asset Management
New York
$203K -$65.1K -500 -22%
BCP
1830
Blue Chip Partners
Michigan
$203K -$2.21K -17 -1%
IPW
1831
Invictus Private Wealth
Colorado
$202K -$34.1K -262 -13%
BBES
1832
Buffalo Business & Estate Services
New York
$202K -$91.1K -700 -29%
AI
1833
Accredited Investors
Minnesota
$202K – – –
FNB
1834
Farmers National Bank
Kentucky
$201K -$7.16K -55 -3%
NSUP
1835
NLB Skladi upravljanje premozenja
$201K -$787K -6,050 -78%
DFA
1836
Delta Financial Advisors
Louisiana
$201K – – –
PWG
1837
Portside Wealth Group
Utah
$201K +$20.6K +158 +10%
HKIM
1838
Hayek Kallen Investment Management
Alabama
$201K +$228K +1,750 New
ORI
1839
Oak Ridge Investments
Illinois
$201K -$18.5K -142 -8%
GWM
1840
GSB Wealth Management
Connecticut
$200K -$18.2K -140 -7%
IP
1841
Indivisible Partners
Florida
$200K +$226K +1,739 New
MCRM
1842
Midway Capital Research & Management
Illinois
$199K +$13K +100 +6%
GWS
1843
Greykasell Wealth Strategies
California
$198K +$10.5K +81 +5%
LIP
1844
Landmark Investment Partners
Florida
$195K -$658K -5,061 -75%
SIS
1845
Strategic Investment Solutions
Illinois
$194K -$6.76K -52 -3%
ITIM
1846
Indiana Trust & Investment Management
Indiana
$192K – – –
CFSG
1847
Community Financial Services Group
Vermont
$187K -$65.1K -500 -23%
WTA
1848
Washington Trust Advisors
Massachusetts
$186K +$132K +1,014 +167%
OWA
1849
Opal Wealth Advisors
New York
$184K +$209K +1,603 New
CSB
1850
City State Bank
Iowa
$184K +$45.9K +353 +28%
72 73
74
75 76