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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1351
Hofer & Associates
California
$385K – – –
MHIC
1352
Marble Harbor Investment Counsel
Massachusetts
$384K – – –
SIM
1353
Sentry Investment Management
Wisconsin
$382K -$77.8K -632 -17%
CG
1354
Cynosure Group
Utah
$380K +$73.1K +594 +24%
DPI
1355
Diversified Portfolios Inc
Michigan
$378K -$117K -950 -24%
VP
1356
Verum Partners
North Carolina
$377K +$18.2K +148 +5%
GFP
1357
Gryphon Financial Partners
Ohio
$375K -$77.9K -633 -17%
SMWM
1358
Silvia McColl Wealth Management
California
$373K – – –
BWL
1359
Bogart Wealth LLC
Virginia
$372K -$4.43K -36 -1%
AWA
1360
Alaska Wealth Advisors
Alaska
$371K -$19.8K -161 -5%
AFM
1361
Armstrong Fleming & Moore
District of Columbia
$371K – – –
LFWA
1362
LBJ Family Wealth Advisors
Texas
$371K +$369K +2,996 New
HCA
1363
Harbour Capital Advisors
Virginia
$370K – – –
BFAG
1364
Blackston Financial Advisory Group
Florida
$369K +$367K +2,983 New
OHWA
1365
Oak Hill Wealth Advisors
Virginia
$369K +$366K +2,977 New
AMCA
1366
Arthur M. Cohen & Associates
Illinois
$368K +$15.4K +125 +4%
HKIMG
1367
Hutchens & Kramer Investment Management Group
Indiana
$367K – – –
WC
1368
Whitney & Co
New York
$365K -$40K -325 -10%
CA
1369
CoreCap Advisors
Michigan
$365K -$1.85M -15,049 -84%
GA
1370
GSG Advisors
New Jersey
$361K -$1.6K -13 -0.4%
RWMG
1371
Redwood Wealth Management Group
New Jersey
$360K +$615 +5 +0.2%
PCM
1372
Poehling Capital Management
Wisconsin
$359K -$78.8K -640 -18%
ACA
1373
Affinity Capital Advisors
California
$359K – – –
SCM
1374
Sterneck Capital Management
Missouri
$359K – – –
MCA
1375
Millennium Capital Advisors
Arkansas
$359K +$49.2K +400 +16%
53 54
55
56 57