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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
501
Dorsey & Whitney Trust
South Dakota
$240K -$24.8K -755 -9%
TNB
502
Thomasville National Bank
Georgia
$240K -$4.94K -150 -2%
BAM
503
Belpointe Asset Management
Nevada
$240K +$237K +7,187 New
MFW
504
Mosaic Family Wealth
Missouri
$237K +$66 +2 +0%
KTC
505
Kistler-Tiffany Companies
Pennsylvania
$234K – – –
CPP
506
Crow Point Partners
Massachusetts
$233K +$230K +7,000 New
MHS
507
M Holdings Securities
Oregon
$230K -$8.46K -257 -4%
WSTAM
508
Wilbanks Smith & Thomas Asset Management
Virginia
$229K +$226K +6,860 New
SCM
509
Sterneck Capital Management
Missouri
$226K – – –
PP
510
Patten & Patten
Tennessee
$225K – – –
MAM
511
Morse Asset Management
Connecticut
$225K +$222K +6,750 New
FHC
512
First Heartland Consultants
Missouri
$224K -$240K -7,298 -52%
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$224K -$7.9K -240 -3%
MSFP
514
Mark Sheptoff Financial Planning
Connecticut
$224K – – –
KWM
515
Kingsview Wealth Management
Oregon
$222K +$219K +6,667 New
CG
516
Cutler Group
California
$219K -$276K -8,399 -56%
BFS
517
Bradley Foster & Sargent
Connecticut
$219K +$5.76K +175 +3%
RE
518
RBC Europe
United Kingdom
$216K +$213K +6,470 New
BOH
519
Bank of Hawaii
Hawaii
$210K -$263K -7,996 -56%
CAAS
520
Capital Asset Advisory Services
Michigan
$208K -$9.05K -275 -4%
BIAS
521
Beacon Investment Advisory Services
New Jersey
$206K +$203K +6,165 New
UAS
522
United Asset Strategies
New York
$206K +$203K +6,169 New
AC
523
Addison Capital
Pennsylvania
$206K +$203K +6,175 New
WPP
524
Whalerock Point Partners
Rhode Island
$205K – – –
BAM
525
Brave Asset Management
New Jersey
$200K -$23K -700 -10%
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