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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1301
Ullmann Wealth Partners Group
Florida
$577K +$12K +100 +2%
AIM
1302
Advyzon Investment Management
Illinois
$577K +$63.8K +531 +12%
CT
1303
Chicago Trust
Illinois
$574K -$194K -1,613 -25%
EIP
1304
Essential Investment Partners
Colorado
$572K -$35.2K -293 -6%
GEA
1305
Glen Eagle Advisors
New Jersey
$572K -$25.4K -211 -4%
CSIC
1306
Clifford Swan Investment Counsel
California
$571K -$2.16K -18 -0.4%
VCAM
1307
Van Cleef Asset Management
Ohio
$571K – – –
KIC
1308
Kensington Investment Counsel
California
$571K -$24K -200 -4%
FDS
1309
First Dallas Securities
Texas
$570K -$200K -1,668 -26%
WA
1310
WealthTrust Axiom
Pennsylvania
$567K +$240 +2 +0%
RCG
1311
Regatta Capital Group
California
$565K +$17.1K +142 +3%
DQRIM
1312
Dale Q Rice Investment Management
Washington
$563K – – –
WIA
1313
Wealthedge Investment Advisors
New York
$563K – – –
GCM
1314
Gunpowder Capital Management
Maryland
$563K -$19.2K -160 -3%
RT
1315
Rockland Trust
Massachusetts
$562K -$71.1K -592 -11%
SACTSONJ
1316
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$561K -$28.2K -235 -5%
FFM
1317
Forum Financial Management
Illinois
$555K -$37.1K -309 -6%
HAG
1318
HighPoint Advisor Group
Illinois
$554K +$34.7K +289 +7%
BA
1319
Birinyi Associates
Connecticut
$552K +$1.68K +14 +0.3%
MAWA
1320
Moss Adams Wealth Advisors
Washington
$550K +$80.7K +672 +17%
AR
1321
Advisory Research
Illinois
$549K – – –
LP
1322
LMR Partners
United Kingdom
$548K +$560K +4,661 New
LS
1323
Livforsakringsbolaget Skandia
Sweden
$548K – – –
TCBWMS
1324
Texas Capital Bank Wealth Management Services
Texas
$546K +$26.4K +220 +5%
NDSI
1325
Newman Dignan & Sheerar Inc
Rhode Island
$544K -$119K -990 -18%
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