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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
951
Pinnacle Wealth Management Advisory Group
New Jersey
$682K -$454K -4,205 -36%
SCA
952
Sippican Capital Advisors
Massachusetts
$680K -$54K -500 -6%
WA
953
Wambolt & Associates
Colorado
$678K +$172K +1,591 +27%
AO
954
Advisor OS
Illinois
$677K +$12.1K +112 +2%
B
955
Bailard
California
$673K +$1.4K +13 +0.2%
NSB
956
Norway Savings Bank
Maine
$672K +$92K +852 +13%
UIA
957
UBP Investment Advisors
Switzerland
$670K -$2.01M -18,617 -72%
SXL
958
Summit X LLC
Missouri
$668K +$23.7K +219 +3%
RWB
959
RMR Wealth Builders
New Jersey
$666K -$154K -1,429 -16%
DLG
960
Daniel L. Goodwin
$665K +$518K +4,800 +192%
FC
961
Forte Capital
New York
$663K +$2.05K +19 +0.3%
BB
962
Busey Bank
Illinois
$661K +$41.4K +383 +6%
DDPIC
963
Deroy & Devereaux Private Investment Counsel
Michigan
$656K -$113K -1,050 -13%
RC
964
RegentAtlantic Capital
New Jersey
$653K +$24.1K +223 +3%
MCM
965
Murphy Capital Management
New Jersey
$649K -$23.8K -220 -3%
DMBA
966
Deseret Mutual Benefit Administrators
Utah
$649K +$56.5K +523 +8%
CA
967
Continuum Advisory
Idaho
$648K +$22.7K +210 +3%
AIM
968
Axiom Investment Management
New York
$647K – – –
AUB
969
Atlantic Union Bankshares
Virginia
$647K +$62.7K +581 +9%
FMAEN1
970
Fund Management at Engine No 1
California
$646K +$120K +1,112 +19%
JWM
971
Jupiter Wealth Management
Colorado
$645K +$194K +1,800 +34%
JFGIW
972
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$644K +$110K +1,020 +17%
ACM
973
Avalon Capital Management
California
$643K – – –
BFC
974
Blue Fin Capital
Rhode Island
$640K -$30.8K -285 -4%
VFA
975
Voya Financial Advisors
Connecticut
$639K -$53.2K -493 -7%
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