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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
826
Valeo Financial Advisors
Indiana
$760K +$183K +2,118 +26%
CNBT
827
Cornerstone National Bank & Trust
Illinois
$759K -$4.4K -51 -0.5%
CAM
828
Covenant Asset Management
New Jersey
$756K +$880K +10,186 New
WA
829
Wambolt & Associates
Colorado
$751K +$167K +1,928 +24%
HCP
830
Hexagon Capital Partners
Arkansas
$749K +$52.9K +613 +6%
DLG
831
Daniel L. Goodwin
$749K +$86.4K +1,000 +11%
DEM
832
Disciplined Equity Management
Florida
$748K +$29.4K +340 +3%
BC
833
Burney Company
Virginia
$747K -$180K -2,080 -17%
DLHL
834
Donald L. Hagan LLC
Florida
$742K – – –
KCM
835
Knoll Capital Management
Florida
$742K – – –
RA
836
Raffles Associates
New York
$742K +$864K +10,000 New
CWP
837
Curated Wealth Partners
California
$742K -$5.61K -65 -0.6%
FFWA
838
FRG Family Wealth Advisors
Washington
$741K +$259 +3 +0%
CA
839
Cullinan Associates
Kentucky
$738K -$164K -1,900 -16%
GP
840
Girard Partners
Pennsylvania
$738K -$116K -1,348 -12%
BTWM
841
Baker Tilly Wealth Management
Wisconsin
$734K -$638K -7,386 -43%
WAP
842
Wealthcare Advisory Partners
Pennsylvania
$733K -$259 -3 -0%
BFA
843
Beaumont Financial Advisors
Massachusetts
$732K -$2.5K -29 -0.3%
NSB
844
Norway Savings Bank
Maine
$730K +$53.4K +618 +7%
EDRH
845
Edmond de Rothschild Holding
Switzerland
$729K +$211K +2,445 +33%
SCA
846
Sandy Cove Advisors
Massachusetts
$728K +$86 +1 +0%
CT
847
Cambridge Trust
Massachusetts
$726K – – –
CFG
848
Cooper Financial Group
California
$718K -$98.6K -1,142 -11%
CA
849
Claro Advisors
Massachusetts
$714K -$165K -1,906 -17%
IIA
850
IPG Investment Advisors
California
$713K +$560K +6,485 +208%
32 33
34
35 36