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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
1376
Renasant Bank
Mississippi
$266K +$6.98K +67 +3%
LF
1377
Lantz Financial
Illinois
$265K +$5.73K +55 +2%
RZH
1378
Relyea Zuckerberg Hanson
Connecticut
$264K +$17.2K +165 +7%
OCM
1379
One Capital Management
California
$264K -$38.3K -368 -13%
TFA
1380
Teamwork Financial Advisors
Texas
$263K +$16.1K +155 +7%
CWS
1381
Confluence Wealth Services
Pennsylvania
$262K +$1.87K +18 +0.7%
CWP
1382
CFM Wealth Partners
Texas
$262K – – –
BBA
1383
Braun-Bostich & Associates
Pennsylvania
$262K +$255K +2,445 New
YIA
1384
YHB Investment Advisors
Connecticut
$261K -$1.56K -15 -0.6%
MAA
1385
Mraz Amerine & Associates
California
$261K -$135K -1,300 -35%
RC
1386
Reik & Co
New York
$260K – – –
LAS
1387
LWM Advisory Services
Florida
$259K – – –
LAS
1388
Lloyd Advisory Services
Georgia
$258K +$251K +2,406 New
NG
1389
Norden Group
Utah
$258K +$251K +2,406 New
QC
1390
QCM Cayman
Texas
$258K +$250K +2,405 New
VCM
1391
Versant Capital Management
Arizona
$258K – – –
BPCE
1392
Bank Pictet & Cie (Europe)
Germany
$257K – – –
DACG
1393
Donor Advised Charitable Giving
California
$257K – – –
SSG
1394
Summit Securities Group
New York
$257K +$208 +2 +0.1%
MMPW
1395
Mitchell McLeod Pugh & Williams
Alabama
$255K +$248K +2,381 New
CAL
1396
Capital Advisors Ltd
Ohio
$254K +$12.5K +120 +5%
JFA
1397
JNBA Financial Advisors
Minnesota
$254K -$1.77K -17 -0.7%
DWT
1398
Dorsey & Whitney Trust
South Dakota
$252K +$245K +2,351 New
GT
1399
Greenleaf Trust
Michigan
$251K +$244K +2,346 New
MWM
1400
Maltin Wealth Management
New Jersey
$251K +$521 +5 +0.2%
54 55
56
57 58