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Blackstone

BX

Market cap $107B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2001	LWM 2001 Liberty Wealth Management Oakland, California	$201K	+$198K	+1,301	New
2002	SWA 2002 Serenus Wealth Advisors Santa Monica, California	$200K	–	–	–
2003	SWIM 2003 Smallwood Wealth Investment Management Red Bank, New Jersey	$200K	+$608	+4	+0.3%
2004	RWA 2004 River Wealth Advisors Camp Hill, Pennsylvania	$200K	+$197K	+1,298	New
2005	MA 2005 MCF Advisors Covington, Kentucky	$199K	+$65K	+428	+49%
2006	DCBT 2006 Dakota Community Bank & Trust Hebron, North Dakota	$194K	–	–	–
2007	CSB 2007 City State Bank Norwalk, Iowa	$192K	–	–	–
2008	WPWM 2008 Western Pacific Wealth Management Lake Forest, Illinois	$190K	–	–	–
2009	E 2009 Entelevest Coral Gables, Florida	$189K	+$187K	+1,229	New
2010	SAS 2010 Stelac Advisory Services New York	$189K	-$14.1K	-93	-7%
2011	PB 2011 Pinnacle Bancorp Beatrice, Nebraska	$187K	+$93.6K	+616	+103%
2012	BT 2012 Banque Transatlantique Paris, France	$183K	–	–	–
2013	CP 2013 Canopy Partners Cincinnati, Ohio	$182K	-$9.88K	-65	-5%
2014	FFO 2014 Fortitude Family Office Scottsdale, Arizona	$179K	+$33.4K	+220	+23%
2015	C 2015 Covestor London, United Kingdom	$176K	+$4.86K	+32	+3%
2016	PWA 2016 Physician Wealth Advisors Midvale, Utah	$174K	+$4.56K	+30	+3%
2017	LC 2017 Lavaca Capital Houston, Texas	$172K	+$170K	+1,117	New
2018	SSG 2018 Summit Securities Group New York	$169K	-$148K	-973	-47%
2019	VC 2019 Vestor Capital Chicago, Illinois	$168K	+$37.2M	+244,995	+22,456%
2020	MMG 2020 Monetary Management Group St Louis, Missouri	$166K	-$19K	-125	-10%
2021	DAM 2021 Delta Asset Management Memphis, Tennessee	$164K	–	–	–
2022	DE 2022 DV Equities Chicago, Illinois	$159K	+$157K	+1,030	New
2023	HRC 2023 Hoertkorn Richard Charles	$154K	-$26.6K	-175	-15%
2024	ICM 2024 Islay Capital Management Lubbock, Texas	$154K	–	–	–
2025	CP 2025 Camelot Portfolios Maumee, Ohio	$154K	+$152K	+1,000	New

Blackstone BX Market cap $107B

Blackstone

BX

Market cap $107B