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Blackstone Secured Lending
BXSL

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
301
Flagship Harbor Advisors
Massachusetts
$230K +$7.42K +298 +3%
ACM
302
Advisors Capital Management
New Jersey
$228K -$14.1M -566,264 -98%
CPA
303
Capital Planning Advisors
California
$227K -$2.02K -81 -0.8%
PCA
304
Peddock Capital Advisors
Massachusetts
$224K +$235K +9,450 New
TCBWMS
305
Texas Capital Bank Wealth Management Services
Texas
$222K – – –
IWC
306
Integrated Wealth Concepts
Massachusetts
$220K +$232K +9,298 New
SCA
307
Snowden Capital Advisors
New York
$219K -$79.9K -3,207 -26%
CFG
308
Cooper Financial Group
California
$213K -$46.1K -1,850 -17%
AO
309
Advisor OS
Illinois
$213K +$7.07K +284 +3%
CWP
310
Core Wealth Partners
California
$211K – – –
BF
311
Brucke Financial
Indiana
$207K +$218K +8,752 New
HPC
312
HM Payson & Co
Maine
$205K +$74.7K +3,000 +53%
VCM
313
Vines Capital Management
Louisiana
$202K – – –
SEIA
314
Signature Estate & Investment Advisors
California
$202K +$212K +8,506 New
AWA
315
A4 Wealth Advisors
North Carolina
$201K – – –
ACM
316
Anfield Capital Management
California
$187K – – –
WSCM
317
Wellington Shields Capital Management
New York
$187K +$10.8K +433 +6%
GWSA
318
Global Wealth Strategies & Associates
Colorado
$186K +$49.8K +2,000 +34%
RIL
319
Rothschild Investment LLC
Illinois
$184K +$3.36K +135 +2%
OWA
320
Opal Wealth Advisors
New York
$180K +$190K +7,619 New
UBP
321
Union Bancaire Privee
Switzerland
$177K -$612K -24,575 -77%
ACM
322
AREX Capital Management
New York
$166K +$174K +7,000 New
ACA
323
American Capital Advisory
Idaho
$152K +$4.53K +182 +3%
AG
324
AmeriFlex Group
Nevada
$148K +$155K +6,231 New
IA
325
IFP Advisors
Florida
$141K -$44.9K -1,802 -23%
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13
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