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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1501
Dover Advisors
Virginia
$275K +$5K +40 +2%
DFG
1502
Dupree Financial Group
Kentucky
$274K +$261K +2,086 New
RBC
1503
Romano Brothers & Co
Illinois
$274K – – –
OFS
1504
OneAscent Financial Services
Alabama
$272K -$8.99K -72 -3%
DWT
1505
Dorsey & Whitney Trust
South Dakota
$271K -$53K -424 -17%
DMBA
1506
Deseret Mutual Benefit Administrators
Utah
$270K +$24.7K +198 +11%
CAC
1507
Certified Advisory Corp
Florida
$270K +$3.12K +25 +1%
REMPR
1508
Roof Eidam Maycock Peralta (REMP)
California
$270K +$257K +2,055 New
MTWM
1509
Masso Torrence Wealth Management
New Jersey
$268K +$999 +8 +0.4%
WFM
1510
Wolff Financial Management
Michigan
$268K +$250 +2 +0.1%
ATFA
1511
All Terrain Financial Advisors
Minnesota
$268K +$1.62K +13 +0.6%
SCM
1512
Schnieders Capital Management
California
$268K -$187K -1,500 -42%
EL
1513
EMFO LLC
Florida
$267K -$93.7K -750 -27%
MSG
1514
Main Street Group
Virginia
$267K +$104K +833 +69%
TIA
1515
Traphagen Investment Advisors
New Jersey
$266K +$7.49K +60 +3%
APA
1516
Astoria Portfolio Advisors
New York
$265K +$3.62K +29 +1%
OCM
1517
Objective Capital Management
Ohio
$265K +$2.75K +22 +1%
FTIS
1518
First Trust Investment Solutions
Florida
$265K +$252K +2,016 New
AP
1519
Adero Partners
California
$264K +$251K +2,010 New
ESB
1520
Essex Savings Bank
Connecticut
$264K – – –
PI
1521
Pettee Investors
Connecticut
$264K – – –
PTC
1522
Philadelphia Trust Company
Pennsylvania
$263K – – –
NA
1523
Navellier & Associates
Nevada
$263K -$62.4K -500 -20%
LFASL
1524
Lugano Financial Advisors SA (LFA)
Switzerland
$263K – – –
NFG
1525
Nadler Financial Group
Illinois
$263K – – –
59 60
61
62 63