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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1851
Doheny Asset Management
California
$248K
OL
1852
Optas LLC
Texas
$248K +$249K +1,451 New
YDMI
1853
Y.D. More Investments
Israel
$247K -$78.1K -456 -19%
LRIA
1854
Leonard Rickey Investment Advisors
Washington
$247K +$247K +1,444 New
PTB
1855
Pioneer Trust Bank
Oregon
$246K
LFA
1856
Legacy Financial Advisors
Kentucky
$246K -$21.1K -123 -8%
ACA
1857
Aspire Capital Advisors
Washington
$246K +$246K +1,437 New
MW
1858
MBL Wealth
North Carolina
$246K -$26.9K -157 -10%
NC
1859
NovaPoint Capital
Georgia
$245K +$246K +1,435 New
NHC
1860
Nicholas Hoffman & Company
Georgia
$245K
William Blair Investment Management
1861
William Blair Investment Management
Illinois
$244K +$245K +1,429 New
BSI
1862
Bennett Selby Investments
Maine
$244K
BFAG
1863
Blackston Financial Advisory Group
Florida
$243K -$73.7K -430 -23%
OCM
1864
Objective Capital Management
Ohio
$243K +$171 +1 +0.1%
BWA
1865
Blodgett Wealth Advisors
California
$243K +$514 +3 +0.2%
EB
1866
Emprise Bank
Kansas
$243K +$7.71K +45 +3%
FCBT
1867
First Citizens Bank & Trust
North Carolina
$242K +$243K +1,417 New
TCM
1868
Tufton Capital Management
Maryland
$242K +$244K +1,422 New
EAM
1869
Everstar Asset Management
North Carolina
$240K +$2.06K +12 +0.9%
CCM
1870
Cullen Capital Management
New York
$240K +$240K +1,402 New
BGA
1871
Battery Global Advisors
Massachusetts
$239K +$343 +2 +0.1%
WCFA
1872
Walkner Condon Financial Advisors
Wisconsin
$239K +$240K +1,400 New
GPA
1873
Garrison Point Advisors
California
$239K
WAS
1874
Wealth Advisory Solutions
Indiana
$239K +$1.71K +10 +0.7%
FAM
1875
Formidable Asset Management
Ohio
$239K -$8.57K -50 -3%