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Blackstone Secured Lending
BXSL

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
276
Patrick M. Sweeney & Associates
Illinois
$352K +$46.2K +1,515 +15%
BAM
277
Belpointe Asset Management
Nevada
$352K – – –
SIC
278
Sage Investment Counsel
Tennessee
$344K +$641 +21 +0.2%
CWA
279
CM Wealth Advisors
Ohio
$342K – – –
BF
280
BOK Financial
Oklahoma
$340K – – –
AR
281
Advisory Research
Illinois
$338K +$32.2K +1,057 +11%
KA
282
Klingman & Associates
New York
$329K -$92.3K -3,026 -22%
VHAM
283
Van Hulzen Asset Management
California
$326K +$323K +10,600 New
TTWM
284
TCV Trust & Wealth Management
Virginia
$323K +$321K +10,510 New
SPC
285
Sigma Planning Corp
Michigan
$322K -$6.1K -200 -2%
TWC
286
TD Waterhouse Canada
Ontario, Canada
$320K – – –
IAIM
287
International Assets Investment Management
Florida
$313K +$6.1K +200 +2%
MCA
288
Millennium Capital Advisors
Arkansas
$311K – – –
CFG
289
Cooper Financial Group
California
$308K +$28.5K +934 +10%
FA
290
Fiduciary Alliance
South Carolina
$308K – – –
SCTC
291
Sanibel Captiva Trust Company
Florida
$308K -$153K -5,000 -33%
BBHC
292
Brown Brothers Harriman & Co
New York
$305K +$303K +9,921 New
MFG
293
Mosaic Financial Group
Illinois
$305K – – –
HCA
294
Harbour Capital Advisors
Virginia
$305K – – –
GT
295
Glenview Trust
Kentucky
$304K +$302K +9,900 New
FSWA
296
Financial Synergies Wealth Advisors
Texas
$304K +$2.62K +86 +0.9%
MCM
297
Monument Capital Management
Virginia
$303K -$17.4K -571 -5%
OCPWS
298
One Charles Private Wealth Services
Massachusetts
$302K – – –
RWS
299
Resolute Wealth Strategies
Mississippi
$295K -$6.79M -222,441 -96%
IAA
300
Independent Advisor Alliance
North Carolina
$282K +$29.3K +959 +12%
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