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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1301
Journey Advisory Group
Kentucky
$231K -$61.8K -700 -21%
MWA
1302
MFA Wealth Advisors
Pennsylvania
$231K +$233K +2,635 New
JDR
1303
Jay D. Rosenbaum
$230K +$231K +2,620 New
BCWM
1304
Bartlett & Co Wealth Management
Ohio
$229K +$16.3K +185 +8%
BC
1305
Bartlett & Co
Ohio
$229K +$16.3K +185 +8%
AFS
1306
Aft Forsyth & Sober
Florida
$228K +$230K +2,600 New
CPA
1307
Capital Performance Advisors
California
$228K +$230K +2,600 New
GM
1308
Granger Management
New York
$228K +$230K +2,600 New
EWM
1309
Evermay Wealth Management
Virginia
$227K +$6.63K +75 +3%
LFG
1310
Larson Financial Group
Missouri
$227K – – –
GWM
1311
Gray Wealth Management
Maine
$226K +$228K +2,577 New
CCA
1312
Checchi Capital Advisers
California
$225K +$227K +2,567 New
DMBA
1313
Deseret Mutual Benefit Administrators
Utah
$225K – – –
RB
1314
Renasant Bank
Mississippi
$224K +$226K +2,555 New
CAM
1315
Close Asset Management
United Kingdom
$224K +$100K +1,135 +80%
WA
1316
Waverly Advisors
Alabama
$224K +$225K +2,548 New
T
1317
TRUADVICE
Florida
$223K – – –
DWT
1318
Dorsey & Whitney Trust
South Dakota
$223K -$372K -4,207 -62%
RZH
1319
Relyea Zuckerberg Hanson
Connecticut
$222K +$224K +2,533 New
BJL
1320
Brighton Jones LLC
Washington
$221K -$135K -1,529 -38%
PCM
1321
Princeton Capital Management
New Jersey
$220K +$222K +2,508 New
HFM
1322
Harvest Fund Management
China
$220K +$204K +2,314 +1,212%
SPA
1323
Sherbrooke Park Advisers
New York
$220K -$459K -5,200 -68%
CCM
1324
Coldstream Capital Management
Washington
$220K +$221K +2,500 New
OPPS
1325
Obsidian Personal Planning Solutions
Maryland
$220K +$221K +2,500 New
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