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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1351
Commerzbank Aktiengesellschaft
Germany
$359K +$297K +2,741 New
GA
1352
GSG Advisors
New Jersey
$358K +$317K +2,927 New
BFO
1353
Boston Family Office
Massachusetts
$358K – – –
PP
1354
Pegasus Partners
Wisconsin
$358K -$16.4K -152 -5%
FVWA
1355
Foster Victor Wealth Advisors
South Carolina
$356K +$216 +2 +0.1%
SFO
1356
Stokes Family Office
Louisiana
$356K +$16.1K +149 +6%
TCM
1357
Triumph Capital Management
Colorado
$355K -$432K -3,991 -60%
AC
1358
Allstate Corporation
Illinois
$350K -$16.3K -151 -5%
KAM
1359
Knightsbridge Asset Management
California
$347K -$103K -953 -26%
DFG
1360
Delta Financial Group
New Jersey
$347K +$2.16K +20 +0.8%
SWA
1361
SOA Wealth Advisors
New York
$345K -$10.5K -97 -4%
MWM
1362
Meridian Wealth Management
Kentucky
$345K -$68.3K -631 -19%
EWM
1363
Evermay Wealth Management
Virginia
$345K -$325 -3 -0.1%
CAAS
1364
Capital Asset Advisory Services
Michigan
$342K -$3.25K -30 -1%
AC
1365
Avestar Capital
New York
$342K +$282K +2,609 New
PP
1366
Patten & Patten
Tennessee
$342K +$46K +425 +19%
EL
1367
Essex LLC
Illinois
$341K -$103K -953 -27%
CAM
1368
Creekmur Asset Management
Illinois
$341K +$281K +2,601 New
GM
1369
Granger Management
New York
$340K – – –
AFS
1370
Aft Forsyth & Sober
Florida
$340K – – –
CPA
1371
Capital Performance Advisors
California
$340K -$433 -4 -0.2%
MSA
1372
Marino Stram & Associates
Massachusetts
$339K +$10.4K +96 +4%
VWM
1373
Venturi Wealth Management
Texas
$339K -$13.7K -127 -5%
PI
1374
Putnam Investments
Massachusetts
$339K – – –
PCS
1375
Personal CFO Solutions
New Jersey
$336K +$7.03K +65 +3%
53 54
55
56 57