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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MYLI
2026
Meiji Yasuda Life Insurance
Japan
– -$202K -1,633 Closed
OWMIAS
2027
One Wealth Management Investment & Advisory Services
Florida
– -$201K -1,622 Closed
BFM
2028
Boothbay Fund Management
New York
– -$201K -1,621 Closed
CP
2029
Camelot Portfolios
Ohio
– -$200K -1,618 Closed
A
2030
AlphaQuest
New York
– -$151K -1,219 Closed
CFM
2031
Catalyst Funds Management
Australia
– -$149K -1,200 Closed
WFS
2032
Widmann Financial Services
Maryland
– -$133K -1,078 Closed
SAS
2033
Stelac Advisory Services
New York
– -$127K -1,022 Closed
SC
2034
Stephens Consulting
Michigan
– -$124K -1,000 Closed
FWA
2035
FSC Wealth Advisors
New York
– -$99.5K -804 Closed
QL
2036
Quarry LP
New York
– -$95.3K -770 Closed
CBT
2037
Central Bank & Trust
Kentucky
– -$84.4K -682 Closed
LIA
2038
Lynx Investment Advisory
District of Columbia
– -$74.4K -601 Closed
NC
2039
nVerses Capital
Florida
– -$74.3K -600 Closed
RFG
2040
RFP Financial Group
Georgia
– -$71.8K -580 Closed
CC
2041
Centiva Capital
New York
– -$75.2K -542 Closed
TWD
2042
True Wealth Design
Ohio
– -$41.8K -338 Closed
SA
2043
Scarborough Advisors
Maryland
– -$30.6K -247 Closed
EC
2044
EdgeRock Capital
Colorado
– -$26.7K -216 Closed
KFS
2045
Kelly Financial Services
Massachusetts
– -$24.8K -200 Closed
WAM
2046
WFA Asset Management
Wisconsin
– -$18K -146 Closed
CCM
2047
Chilton Capital Management
Texas
– -$17.5K -141 Closed
AF
2048
Arrow Financial
New York
– -$12.4K -100 Closed
CSC
2049
Caldwell Sutter Capital
California
– -$12.4K -100 Closed
WIA
2050
Wetzel Investment Advisors
Indiana
– -$9.33K -71 Closed
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