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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1101
LexAurum Advisors
Kansas
$406K -$276K -2,846 -37%
VWA
1102
V Wealth Advisors
Kansas
$405K +$6.2K +64 +1%
BDF
1103
Balasa Dinverno & Foltz
$404K – – –
CC
1104
Cadinha & Co
Hawaii
$403K -$69.2K -715 -13%
LC
1105
LCNB Corp
Ohio
$403K +$466K +4,815 New
1IA
1106
1620 Investment Advisors
Massachusetts
$402K +$9.69K +100 +2%
SAS
1107
Sanford Advisory Services
Michigan
$402K +$19.1K +197 +4%
SBL
1108
Sargent Bickham Lagudis
Colorado
$401K -$28.8K -297 -6%
ACP
1109
Arcus Capital Partners
Georgia
$398K – – –
DWT
1110
Dorsey & Whitney Trust
South Dakota
$398K +$171K +1,762 +59%
WA1
1111
Wimmer Associates 1
California
$396K -$67.3K -695 -14%
BP
1112
BBR Partners
New York
$396K +$6.97K +72 +2%
KP
1113
Keel Point
Alabama
$394K +$91.3K +943 +25%
RCG
1114
Regatta Capital Group
California
$389K – – –
TCM
1115
Triumph Capital Management
Colorado
$387K +$117K +1,210 +35%
CSIC
1116
Clifford Swan Investment Counsel
California
$386K -$9.2K -95 -2%
ST
1117
Smithfield Trust
Pennsylvania
$386K +$64.5K +666 +17%
PWLP
1118
Prio Wealth Limited Partnership
Massachusetts
$383K -$4.94K -51 -1%
NCM
1119
NCM Capital Management
New Jersey
$381K +$21.8K +225 +5%
CGH
1120
Crossmark Global Holdings
Texas
$379K -$7.26K -75 -2%
SMA
1121
Sage Mountain Advisors
Georgia
$377K +$31.8K +328 +8%
PWM
1122
PBMares Wealth Management
Virginia
$376K +$48.4K +500 +13%
GCA
1123
Gradient Capital Advisors
California
$376K +$435K +4,487 New
RRA
1124
Round Rock Advisors
Connecticut
$376K +$435K +4,494 New
AIM
1125
Anchor Investment Management
South Carolina
$375K -$48.4K -500 -10%
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