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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
1476
Kathleen S. Wright Associates
Pennsylvania
$207K +$213K +1,600 New
LDB
1477
Lee, Danner & Bass
Tennessee
$207K +$213K +1,600 New
PTB
1478
Pioneer Trust Bank
Oregon
$207K +$213K +1,600 New
SWM
1479
Scissortail Wealth Management
Oklahoma
$207K +$214K +1,602 New
ATFA
1480
All Terrain Financial Advisors
Minnesota
$206K +$212K +1,591 New
UAS
1481
United Asset Strategies
New York
$205K -$266K -1,994 -56%
ML
1482
McAdam LLC
Pennsylvania
$205K +$211K +1,581 New
BWA
1483
Bordeaux Wealth Advisors
California
$205K +$211K +1,583 New
WPA
1484
West Paces Advisors
Georgia
$204K +$205K +1,539 +4,397%
ESB
1485
Essex Savings Bank
Connecticut
$202K -$6.13K -46 -3%
LFA
1486
Lauterbach Financial Advisors
Texas
$202K +$208K +1,560 New
MCM
1487
Mainstay Capital Management
Michigan
$201K -$46.7K -350 -18%
JF
1488
JSF Financial
California
$201K +$207K +1,556 New
FPFS
1489
First Personal Financial Services
North Carolina
$198K -$10K -75 -5%
MCM
1490
Manchester Capital Management
Vermont
$194K -$15.9K -119 -7%
TF
1491
Tompkins Financial
New York
$194K
HWA
1492
HHM Wealth Advisors
Tennessee
$181K
EDRH
1493
Edmond de Rothschild Holding
Switzerland
$180K +$185K +1,386 New
FBT
1494
First Bank & Trust
South Dakota
$177K +$11.9K +89 +7%
DAM
1495
Delta Asset Management
Tennessee
$172K -$3.33K -25 -2%
CAL
1496
Capital Analysts LLC
Pennsylvania
$170K +$46.1K +346 +36%
FA
1497
Fortis Advisors
Pennsylvania
$155K
AHIA
1498
Andrew Hill Investment Advisors
Florida
$155K +$160K +1,200 New
LS
1499
Leelyn Smith
Illinois
$151K
MTIC
1500
Missouri Trust & Investment Company
Missouri
$149K +$153K +1,150 New