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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1376
Childress Capital Advisors
Texas
$264K +$272K +2,040 New
PP
1377
Pegasus Partners
Wisconsin
$263K – – –
SCA
1378
Stonebridge Capital Advisors
Minnesota
$263K +$18.1K +136 +7%
BFG
1379
Bouchey Financial Group
New York
$262K +$270K +2,023 New
WTB
1380
Washington Trust Bank
Washington
$262K +$270K +2,027 New
PFM
1381
Peak Financial Management
Massachusetts
$261K +$1.47K +11 +0.5%
AWM
1382
Aries Wealth Management
Maine
$259K – – –
ABC
1383
Associated Banc-Corp
Wisconsin
$259K – – –
EWM
1384
Evermay Wealth Management
Virginia
$259K – – –
MAM
1385
Madison Asset Management
Wisconsin
$259K – – –
PC
1386
Port Capital
Illinois
$259K – – –
SFG
1387
Sather Financial Group
Texas
$259K – – –
WRM
1388
Weybosset Research & Management
Rhode Island
$259K – – –
PFC
1389
Phocas Financial Corp
California
$259K +$10K +75 +4%
PPW
1390
PACK Private Wealth
Minnesota
$259K +$267K +2,000 New
MAM
1391
Meeder Asset Management
Ohio
$258K -$11.8M -88,505 -98%
KP
1392
Keel Point
Alabama
$257K -$53.7K -403 -17%
CP
1393
Camelot Portfolios
Ohio
$254K -$37.2K -279 -12%
WDC
1394
Woodward Diversified Capital
California
$253K -$39.3K -295 -13%
SI
1395
Saxon Interests
Texas
$252K +$277K +2,076 New
SYBT
1396
Stock Yards Bank & Trust
Kentucky
$251K – – –
DWT
1397
Dorsey & Whitney Trust
South Dakota
$251K +$258K +1,937 New
DDC
1398
DF Dent & Co
Maryland
$250K – – –
WPP
1399
Whalerock Point Partners
Rhode Island
$249K – – –
FFG
1400
Frisch Financial Group
New York
$249K +$1.07K +8 +0.4%
54 55
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