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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1101
Faithward Advisors
Pennsylvania
$384K – – –
GC
1102
Gruss & Co
Florida
$384K – – –
ESCM
1103
Echo Street Capital Management
New York
$382K +$381K +3,285 New
MWM
1104
Midwest Wealth Management
Indiana
$381K -$66.5K -573 -15%
CCP
1105
Cassia Capital Partners
North Carolina
$381K +$380K +3,278 New
HWM
1106
Hohimer Wealth Management
Washington
$378K -$32K -276 -8%
QCM
1107
Quest Capital Management
Texas
$377K -$16K -138 -4%
ACA
1108
Affinity Capital Advisors
California
$377K – – –
YMRC
1109
Yorktown Management & Research Company
Virginia
$377K – – –
HWA
1110
HCR Wealth Advisors
California
$377K +$1.39K +12 +0.4%
AG
1111
AIA Group
Hong Kong
$375K +$112K +968 +43%
SFI
1112
Siemens Fonds Invest
Germany
$374K +$373K +3,211 New
SIC
1113
Sigma Investment Counselors
Michigan
$373K – – –
MSR
1114
Main Street Research
Connecticut
$372K -$6.73K -58 -2%
HCM
1115
Howland Capital Management
Massachusetts
$371K -$81.2K -700 -18%
HCM
1116
Hollencrest Capital Management
California
$367K +$7.08K +61 +2%
MBT
1117
Montecito Bank & Trust
California
$365K -$15.8K -136 -4%
CFIA
1118
Cantor Fitzgerald Investment Advisors
New York
$364K +$15.1K +130 +4%
CCA
1119
Clearwater Capital Advisors
Illinois
$363K -$55.7K -480 -13%
RRCM
1120
Rappaport Reiches Capital Management
Illinois
$361K – – –
MWM
1121
Minot Wealth Management
Massachusetts
$361K -$29K -250 -7%
AA
1122
AlphaMark Advisors
Kentucky
$361K -$16.8K -145 -4%
NFG
1123
Nations Financial Group
Iowa
$358K -$49K -422 -12%
HFS
1124
Howard Financial Services
Texas
$358K – – –
5L
1125
55I LLC
Massachusetts
$357K +$356K +3,068 New
43 44
45
46 47