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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
1876
Disciplined Equity Management
Florida
– -$1.32M -10,102 Closed
CWP
1877
Curated Wealth Partners
California
– -$1.26M -10,057 Closed
MHS
1878
M Holdings Securities
Oregon
– -$1.31M -10,013 Closed
WAM
1879
Weiss Asset Management
Massachusetts
– -$1.12M -8,593 Closed
AM
1880
AGF Management
Ontario, Canada
– -$1.11M -8,507 Closed
SRA
1881
Secured Retirement Advisors
Minnesota
– -$1.07M -8,193 Closed
WWM
1882
Westwood Wealth Management
California
– -$939K -7,175 Closed
WA
1883
Waddell & Associates
Tennessee
– -$778K -5,940 Closed
PCIG
1884
Partners Capital Investment Group
Massachusetts
– -$742K -5,669 Closed
OMC
1885
Overbrook Management Corp
New York
– -$692K -5,285 Closed
DIM
1886
Delta Investment Management
California
– -$587K -4,482 Closed
CWM
1887
Curi Wealth Management
North Carolina
– -$581K -4,440 Closed
GSC
1888
Grey Street Capital
Illinois
– -$572K -4,369 Closed
CG
1889
Cutler Group
California
– -$528K -4,231 Closed
JFL
1890
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$478K -3,648 Closed
BFAG
1891
Blackston Financial Advisory Group
Florida
– -$463K -3,535 Closed
OHWA
1892
Oak Hill Wealth Advisors
Virginia
– -$434K -3,477 Closed
CST
1893
Charles Schwab Trust
Nevada
– -$422K -3,222 Closed
CIS
1894
Custom Index Systems
New York
– -$359K -2,745 Closed
SFO
1895
Stokes Family Office
Louisiana
– -$356K -2,717 Closed
MWM
1896
Meridian Wealth Management
Kentucky
– -$345K -2,633 Closed
GM
1897
Granger Management
New York
– -$340K -2,600 Closed
SSG
1898
Summit Securities Group
New York
– -$287K -2,298 -100%
KWS
1899
Keystone Wealth Services
California
– -$292K -2,231 Closed
OCM
1900
One Capital Management
California
– -$288K -2,200 Closed
74 75
76
77 78