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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAP
1226
Moody Aldrich Partners
Massachusetts
$483K +$3.25K +30 +0.8%
MWM
1227
Mosley Wealth Management
California
$481K +$397K +3,672 New
LCC
1228
Lincoln Capital Corp
Rhode Island
$480K -$26K -240 -6%
GJIA
1229
Glass Jacobson Investment Advisors
Maryland
$478K -$16.6K -153 -4%
JFL
1230
Jarislowsky, Fraser Ltd
Quebec, Canada
$478K +$395K +3,648 New
FBC
1231
Fairfield, Bush & Co
Connecticut
$476K -$34.9K -323 -8%
PCM
1232
Poehling Capital Management
Wisconsin
$475K -$203K -1,879 -34%
IWA
1233
IVC Wealth Advisors
Pennsylvania
$474K -$16.2K -150 -4%
VR
1234
Valued Retirements
Texas
$473K +$391K +3,611 New
EBT
1235
Enterprise Bank & Trust
Massachusetts
$472K -$172K -1,587 -31%
FWM
1236
Fairhaven Wealth Management
Illinois
$472K +$541 +5 +0.1%
SFFS
1237
Stonehage Fleming Financial Services
Jersey
$471K -$27.8K -257 -7%
JCM
1238
Janney Capital Management
Pennsylvania
$467K +$4.54K +42 +1%
PA
1239
Perennial Advisors
New York
$466K -$98.6K -911 -20%
SAMT
1240
Select Asset Management & Trust
Pennsylvania
$465K – – –
AAG
1241
Armstrong Advisory Group
Massachusetts
$464K – – –
PWM
1242
Palumbo Wealth Management
New York
$463K +$108 +1 +0%
SCM
1243
Schnieders Capital Management
California
$463K – – –
PCM
1244
Penserra Capital Management
California
$463K -$46.8K -433 -11%
BFAG
1245
Blackston Financial Advisory Group
Florida
$463K -$128K -1,180 -25%
GI
1246
GAMMA Investing
California
$462K +$402K +3,712 New
BWP
1247
Bernardo Wealth Planning
Pennsylvania
$462K -$20.1K -186 -5%
APP
1248
Avantax Planning Partners
Iowa
$462K +$108 +1 +0%
SIM
1249
Stratos Investment Management
Ohio
$460K – – –
SFG
1250
StrategIQ Financial Group
Indiana
$460K -$1.08K -10 -0.3%
48 49
50
51 52