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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
1226
Colonial River Investments
Virginia
$525K -$171K -1,366 -25%
TWM
1227
Trueblood Wealth Management
Ohio
$524K – – –
LSA
1228
Lion Street Advisors
Texas
$523K – – –
WWMSC
1229
Wagner Wealth Management (South Carolina)
South Carolina
$523K +$17.5K +140 +4%
RCG
1230
Regatta Capital Group
California
$522K – – –
STCOSD
1231
Sageworth Trust Company of South Dakota
South Dakota
$520K +$495K +3,960 New
CPA
1232
Cardiff Park Advisors
California
$520K +$494K +3,958 New
FFO
1233
Fiduciary Family Office
Florida
$518K -$59.7K -478 -11%
BC
1234
Burney Company
Virginia
$516K -$2.37K -19 -0.5%
HWA
1235
HCR Wealth Advisors
California
$515K +$267K +2,135 +119%
TIA
1236
Tandem Investment Advisors
South Carolina
$515K -$14.4K -115 -3%
CCA
1237
Covey Capital Advisors
Georgia
$515K – – –
SFWA
1238
Summit Financial Wealth Advisors
Louisiana
$514K – – –
SIM
1239
Stratos Investment Management
Ohio
$513K +$48.1K +385 +11%
FM
1240
Family Management
New York
$512K +$52.5K +420 +12%
IIM
1241
INTECH Investment Management
Florida
$510K +$98.2K +786 +25%
FMLI
1242
Fukoku Mutual Life Insurance
Japan
$509K – – –
RSWM
1243
Robertson Stephens Wealth Management
California
$508K +$199K +1,596 +70%
TA
1244
TFB Advisors
Kansas
$506K +$174K +1,395 +48%
PFBT
1245
Parkside Financial Bank & Trust
Missouri
$506K +$9.24K +74 +2%
SF
1246
Summit Financial
New Jersey
$505K -$124K -989 -20%
ECU
1247
Eisler Capital (UK)
United Kingdom
$503K +$478K +3,827 New
TAM
1248
Townsend Asset Management
North Carolina
$501K +$375 +3 +0.1%
SFG
1249
Sovereign Financial Group
Connecticut
$500K +$250 +2 +0.1%
KBFS
1250
Kohmann Bosshard Financial Services
Ohio
$499K – – –
48 49
50
51 52