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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1876
Covestor
United Kingdom
$129K +$1.62K +10 +1%
AIM
1877
Acropolis Investment Management
Missouri
$127K +$487 +3 +0.3%
FFWM
1878
Future Financial Wealth Management
Ohio
$126K – – –
FFO
1879
Fortitude Family Office
Arizona
$125K -$584K -3,600 -80%
ZBNA
1880
Zions Bancorporation, National Association
Utah
$125K +$145K +895 New
PWA
1881
Physician Wealth Advisors
Utah
$123K +$162 +1 +0.1%
DCM
1882
Davis Capital Management
Florida
$123K +$325 +2 +0.2%
CHC
1883
City Holding Co
West Virginia
$122K +$26K +160 +22%
CIA
1884
Cape Investment Advisory
Georgia
$122K +$812 +5 +0.6%
HBW
1885
Hazlett, Burt & Watson
West Virginia
$119K +$76K +468 +124%
CBT
1886
Crews Bank & Trust
Florida
$116K +$12.7K +78 +10%
WPA
1887
West Paces Advisors
Georgia
$112K – – –
GTAM
1888
Global Trust Asset Management
Florida
$110K -$18.7K -115 -13%
TIM
1889
Tortoise Investment Management
New York
$109K -$4.87K -30 -4%
LWANC
1890
Laurel Wealth Advisors (North Carolina)
North Carolina
$108K – – –
PMFA
1891
Plante Moran Financial Advisors
Michigan
$107K -$10.2K -63 -8%
PWA
1892
Provenance Wealth Advisors
Florida
$107K – – –
MCM
1893
MV Capital Management
Maryland
$107K -$8.77K -54 -7%
ADL
1894
Asset Dedication LLC
California
$106K -$23.9K -147 -16%
BT
1895
Banque Transatlantique
France
$105K -$313K -1,930 -72%
APW
1896
Atlantic Private Wealth
North Carolina
$105K – – –
CTC
1897
Cetera Trust Company
Minnesota
$105K – – –
DI
1898
DAGCO Inc
Ohio
$105K +$122K +750 New
TFIPS
1899
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K – – –
HWM
1900
Hemington Wealth Management
Virginia
$102K +$8.44K +52 +8%
74 75
76
77 78