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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LD
2026
Lipe & Dalton
New York
$154K +$152K +1,000 New
IAS
2027
IMA Advisory Services
Colorado
$151K +$27.8K +183 +23%
APW
2028
Aventura Private Wealth
Florida
$150K -$3.5K -23 -2%
TFIPS
2029
Towarzystwo Funduszy Inwestycyjnych PZU SA
$145K – – –
MW
2030
Merited Wealth
Florida
$144K +$142K +934 New
SWM
2031
SHP Wealth Management
Massachusetts
$143K +$141K +925 New
B
2032
Bayban
Minnesota
$142K +$140K +922 New
MIM
2033
MTM Investment Management
South Carolina
$140K -$69.6K -458 -34%
DCM
2034
Davis Capital Management
Florida
$137K +$456 +3 +0.3%
PWAM
2035
Private Wealth Asset Management
Iowa
$133K -$19.1K -126 -13%
FDCP
2036
Foster Dykema Cabot & Partners
Massachusetts
$132K -$14.4K -95 -10%
GIM
2037
Gold Investment Management
Alberta, Canada
$131K – – –
CB
2038
Centennial Bank
Arkansas
$128K – – –
MEG
2039
Millstone Evans Group
Colorado
$126K +$49.4K +325 +66%
CCM
2040
Chilton Capital Management
Texas
$125K +$760 +5 +0.6%
OCM
2041
Orion Capital Management
California
$123K – – –
LWANC
2042
Laurel Wealth Advisors (North Carolina)
North Carolina
$119K +$118K +775 New
PMFA
2043
Plante Moran Financial Advisors
Michigan
$118K -$2.13K -14 -2%
ADL
2044
Asset Dedication LLC
California
$116K – – –
JSAM
2045
J. Safra Asset Management
New York
$116K -$29.8K -196 -21%
APW
2046
Atlantic Private Wealth
North Carolina
$116K – – –
CTC
2047
Cetera Trust Company
Minnesota
$116K – – –
DI
2048
DAGCO Inc
Ohio
$116K – – –
CHC
2049
City Holding Co
West Virginia
$110K – – –
TLA
2050
Tanglewood Legacy Advisors
Texas
$110K +$912 +6 +0.9%
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