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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1251
Atticus Wealth Management
Florida
$234K +$117K +1,008 +101%
AS
1252
Altshuler Shaham
Israel
$234K +$232K +2,002 New
PCM
1253
Princeton Capital Management
New Jersey
$234K +$233K +2,008 New
ABC
1254
Associated Banc-Corp
Wisconsin
$233K -$204K -1,757 -47%
SFG
1255
Sovereign Financial Group
Connecticut
$233K -$98.6K -850 -30%
AWM
1256
Aries Wealth Management
Maine
$233K -$23.2K -200 -9%
RMCM
1257
Reynders McVeigh Capital Management
Massachusetts
$233K -$11.6K -100 -5%
EWM
1258
Evermay Wealth Management
Virginia
$233K -$5.11K -44 -2%
WRM
1259
Weybosset Research & Management
Rhode Island
$233K +$232K +1,999 New
MAM
1260
Madison Asset Management
Wisconsin
$233K +$232K +2,000 New
PC
1261
Port Capital
Illinois
$233K +$232K +2,000 New
SFG
1262
Sather Financial Group
Texas
$233K +$232K +2,000 New
PFM
1263
Peak Financial Management
Massachusetts
$233K +$232K +2,002 New
WIC
1264
Whitegate Investment Counselors
New Hampshire
$232K +$231K +1,990 New
FWCM
1265
Ferguson Wellman Capital Management
Oregon
$229K +$229K +1,970 New
SYBT
1266
Stock Yards Bank & Trust
Kentucky
$226K +$225K +1,940 New
DDC
1267
DF Dent & Co
Maryland
$225K +$224K +1,934 New
CS
1268
Comerica Securities
Michigan
$224K +$223K +1,922 New
HFA
1269
High Falls Advisors
New York
$224K +$223K +1,922 New
BFO
1270
Biltmore Family Office
North Carolina
$224K +$224K +1,927 New
CCWA
1271
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$224K +$224K +1,928 New
PFC
1272
Phocas Financial Corp
California
$224K +$224K +1,928 New
WPP
1273
Whalerock Point Partners
Rhode Island
$224K +$224K +1,928 New
JFA
1274
JNBA Financial Advisors
Minnesota
$223K – – –
MCM
1275
Mainstay Capital Management
Michigan
$222K -$43.4K -374 -16%
49 50
51
52 53