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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1401
Pegasus Partners
Wisconsin
$338K – – –
BFO
1402
Boston Family Office
Massachusetts
$338K – – –
VT
1403
Vise Technologies
New York
$338K +$9.35K +76 +3%
MWM
1404
Mattern Wealth Management
Kansas
$338K -$123K -1,003 -27%
TL
1405
Tradewinds LLC
North Carolina
$337K +$1.97K +16 +0.6%
CAL
1406
Capital Advisors Ltd
Ohio
$337K +$17.5K +142 +5%
RZH
1407
Relyea Zuckerberg Hanson
Connecticut
$337K +$2.21K +18 +0.7%
TCM
1408
Triumph Capital Management
Colorado
$336K +$246 +2 +0.1%
LAM
1409
L2 Asset Management
Massachusetts
$336K +$32.9K +267 +11%
AIM
1410
Anchor Investment Management
South Carolina
$335K -$10.5K -85 -3%
OIA
1411
Optimum Investment Advisors
Illinois
$334K -$61.5K -500 -16%
AFP
1412
Advus Financial Partners
Florida
$334K -$74.2K -603 -18%
BAM
1413
BOS Asset Management
Illinois
$332K -$13.7K -111 -4%
NG
1414
Norden Group
Utah
$330K +$29.3K +238 +10%
AC
1415
Allstate Corporation
Illinois
$329K – – –
CPA
1416
Capital Performance Advisors
California
$329K -$246 -2 -0.1%
KAM
1417
Knightsbridge Asset Management
California
$329K – – –
DFG
1418
Delta Financial Group
New Jersey
$328K +$2.09K +17 +0.6%
SWA
1419
SOA Wealth Advisors
New York
$327K +$369 +3 +0.1%
WA
1420
Wealth Alliance
New York
$327K +$19.1K +155 +6%
PP
1421
Patten & Patten
Tennessee
$323K – – –
SPL
1422
Smart Portfolios LLC
Washington
$322K +$44.3K +360 +16%
CAM
1423
Creekmur Asset Management
Illinois
$322K -$123 -1 -0%
MSA
1424
Marino Stram & Associates
Massachusetts
$321K +$246 +2 +0.1%
HCP
1425
Hardin Capital Partners
South Carolina
$316K +$314K +2,552 New
55 56
57
58 59