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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
EN1L
1176
Engine No 1 LLC
California
$212K +$194K +2,183 New
HCA
1177
Harbour Capital Advisors
Virginia
$211K +$193K +2,175 New
MFG
1178
MidWestOne Financial Group
Iowa
$211K +$193K +2,175 New
PWMAG
1179
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$192K +2,162 New
ANTB
1180
AMG National Trust Bank
Colorado
$209K +$191K +2,150 New
PIA
1181
Perennial Investment Advisors
California
$209K +$191K +2,152 New
EP
1182
Eudaimonia Partners
Tennessee
$208K -$3.2K -36 -2%
LNWWM
1183
Laird Norton Wetherby Wealth Management
California
$208K +$190K +2,140 New
FNT
1184
First National Trust
Pennsylvania
$206K +$189K +2,125 New
RMCM
1185
Reynders McVeigh Capital Management
Massachusetts
$204K +$186K +2,100 New
OWA
1186
Outlook Wealth Advisors
Texas
$204K +$187K +2,105 New
WCA
1187
Westover Capital Advisors
Delaware
$204K +$187K +2,105 New
KFC
1188
Klingenstein Fields & Co
New York
$203K +$185K +2,088 New
FAN
1189
Financial Advisors Network
California
$201K +$184K +2,067 New
NHC
1190
Nicholas Hoffman & Company
Georgia
$200K +$183K +2,061 New
BWM
1191
Baystate Wealth Management
Massachusetts
$199K +$33.3K +375 +22%
EWM
1192
Evermay Wealth Management
Virginia
$199K +$182K +2,044 New
CWP
1193
Concord Wealth Partners
Virginia
$196K -$8.88K -100 -5%
FC
1194
FORA Capital
Florida
$190K -$811K -9,127 -82%
PG
1195
Proffitt & Goodson
Tennessee
$189K -$142K -1,603 -45%
JFA
1196
JNBA Financial Advisors
Minnesota
$186K – – –
CSPIA
1197
Cary Street Partners Investment Advisory
Virginia
$186K +$170K +1,910 New
TPCW
1198
TD Private Client Wealth
New York
$184K +$22.6K +254 +15%
GWS
1199
Glassman Wealth Services
Virginia
$183K -$77.7K -875 -32%
SCA
1200
Stonebridge Capital Advisors
Minnesota
$183K -$5.51K -62 -3%
46 47
48
49 50