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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1501
Hilltop Holdings
Texas
$209K -$27.8K -228 -12%
CFD
1502
Creative Financial Designs
Indiana
$209K -$18.3K -150 -8%
CIAS
1503
Capital Investment Advisory Services
North Carolina
$209K -$6.71K -55 -3%
UAS
1504
United Asset Strategies
New York
$208K +$7.07K +58 +4%
AIC
1505
Ayalon Insurance Company
Israel
$208K +$150K +1,232 +304%
MWM
1506
Madison Wealth Management
Ohio
$208K +$200K +1,637 New
PFM
1507
Parsec Financial Management
North Carolina
$208K +$200K +1,638 New
KLCM
1508
KG&L Capital Management
Louisiana
$207K – – –
DOA
1509
D'Orazio & Associates
Virginia
$205K +$197K +1,612 New
ATFA
1510
All Terrain Financial Advisors
Minnesota
$204K +$2.32K +19 +1%
ML
1511
McAdam LLC
Pennsylvania
$204K +$3.17K +26 +2%
NC
1512
Nicholas Company
Wisconsin
$203K -$12.2K -100 -6%
SAS
1513
Stelac Advisory Services
New York
$203K -$193K -1,584 -50%
EFSCE
1514
Enterprise Financial Services Corp (EFSC)
Missouri
$203K -$7.32K -60 -4%
BC
1515
Barnett & Company
Tennessee
$203K – – –
KSWA
1516
Kathleen S. Wright Associates
Pennsylvania
$203K – – –
LDB
1517
Lee, Danner & Bass
Tennessee
$203K – – –
TCM
1518
Traynor Capital Management
Pennsylvania
$202K +$195K +1,596 New
RBFC
1519
Roman Butler Fullerton & Co
Missouri
$200K +$192K +1,578 New
WPA
1520
West Paces Advisors
Georgia
$200K – – –
FPFS
1521
First Personal Financial Services
North Carolina
$194K – – –
SQA
1522
Simon Quick Advisors
New Jersey
$192K -$16.5K -135 -8%
T
1523
TCWP
Ohio
$190K +$183K +1,503 New
TCWA
1524
Ten Capital Wealth Advisors
Washington
$186K +$166K +1,364 +1,364%
FBT
1525
First Bank & Trust
South Dakota
$179K +$5K +41 +3%
59 60
61
62 63