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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
676
First Foundation Advisors
California
$244K – – –
DJSG
677
D.J. St. Germain
Massachusetts
$244K +$244K +5,000 New
LB
678
Legacy Bridge
Iowa
$244K +$244K +5,000 New
CAAS
679
Capital Asset Advisory Services
Michigan
$241K +$240K +4,925 New
AA
680
AlphaMark Advisors
Kentucky
$239K – – –
PG
681
Pendal Group
Australia
$238K +$238K +4,883 New
BIA
682
BHK Investment Advisors
Alabama
$234K – – –
BDF
683
Balasa Dinverno & Foltz
$231K +$230K +4,720 New
WF
684
Welch & Forbes
Massachusetts
$230K – – –
RCG
685
Ruggie Capital Group
Florida
$230K +$153K +3,131 +198%
WA
686
WealthTrust Axiom
Pennsylvania
$229K – – –
BFM
687
Boothbay Fund Management
New York
$227K +$226K +4,644 New
NCM
688
Next Capital Management
New York
$226K +$226K +4,630 New
PWM
689
Perigon Wealth Management
California
$226K +$234K +4,794 New
SCM
690
Southport Capital Management
Tennessee
$225K – – –
KC
691
Kingfisher Capital
North Carolina
$225K +$390 +8 +0.2%
DWM
692
Doyle Wealth Management
Florida
$223K +$222K +4,558 New
1IA
693
1834 Investment Advisors
Wisconsin
$222K -$232K -4,758 -51%
GT
694
Glenview Trust
Kentucky
$222K +$221K +4,539 New
GWM
695
Graybill Wealth Management
Illinois
$220K -$48.8K -1,000 -18%
ADL
696
Asset Dedication LLC
California
$220K +$219K +4,500 New
CIC
697
Cutler Investment Counsel
Oregon
$220K +$219K +4,500 New
QPWM
698
Quadrant Private Wealth Management
Pennsylvania
$220K +$219K +4,500 New
PSUF
699
People's United Financial
Connecticut
$220K +$220K +4,506 New
ACA
700
Atlas Capital Advisors
Wyoming
$220K -$122K -2,500 -36%
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