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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CBU
751
CIBC Bank USA
Illinois
$315K +$292K +5,630 New
MWM
752
Minot Wealth Management
Massachusetts
$314K +$259K +5,000 New
TFCP
753
Twin Focus Capital Partners
Massachusetts
$308K -$51.9K -1,000 -15%
BAM
754
Brave Asset Management
New Jersey
$308K – – –
VVP
755
Venture Visionary Partners
Ohio
$307K +$285K +5,501 New
CL
756
CPWM LLC
Washington
$305K -$67.5K -1,302 -19%
ECM
757
Evergreen Capital Management
Washington
$305K +$1.5K +29 +0.5%
IIA
758
IPG Investment Advisors
California
$303K -$115K -2,225 -29%
1WA
759
180 Wealth Advisors
Washington
$302K -$12.7K -245 -5%
PSUF
760
People's United Financial
Connecticut
$298K +$42.6K +821 +18%
DHFB
761
Dixon Hubard Feinour & Brown
Virginia
$296K – – –
FPFS
762
First Personal Financial Services
North Carolina
$294K -$13K -250 -5%
BB
763
Busey Bank
Illinois
$294K +$49.3K +950 +22%
CAM
764
CenterStar Asset Management
Illinois
$293K – – –
LHC
765
Little House Capital
Massachusetts
$290K – – –
PI
766
PHH Investments
Texas
$290K +$2.44K +47 +0.9%
JCM
767
Jacobi Capital Management
Pennsylvania
$289K +$6.23K +120 +2%
HB
768
Homrich & Berg
Georgia
$289K +$36.6K +705 +16%
KTC
769
Kistler-Tiffany Companies
Pennsylvania
$288K -$107K -2,054 -28%
GLLW
770
Graves Light Lenhart Wealth
Virginia
$288K – – –
EWM
771
EPG Wealth Management
Georgia
$288K +$267K +5,141 New
NCM
772
Next Capital Management
New York
$287K +$25.7K +496 +11%
PA
773
Profund Advisors
Maryland
$286K -$90.4K -1,743 -25%
ACA
774
Affinity Capital Advisors
California
$285K +$265K +5,100 New
PC
775
PA Capital
Virginia
$281K +$261K +5,022 New
29 30
31
32 33