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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1501
Prosperity Capital Advisors
Ohio
$268K +$28.2K +229 +12%
TC
1502
Truvestments Capital
Florida
$268K +$1.11K +9 +0.4%
MAWA
1503
Moss Adams Wealth Advisors
Washington
$268K +$47.7K +388 +22%
AA
1504
Aire Advisors
California
$267K -$1.11K -9 -0.4%
ABC
1505
Associated Banc-Corp
Wisconsin
$267K +$7.88K +64 +3%
VDI
1506
Vaughan David Investments
Illinois
$267K -$194K -1,573 -42%
RT
1507
Rockland Trust
Massachusetts
$265K +$38.8K +315 +17%
DA
1508
Dover Advisors
Virginia
$265K +$6.03K +49 +2%
PWPS
1509
Pinnacle Wealth Planning Services
Ohio
$265K +$27.3K +222 +12%
DMBA
1510
Deseret Mutual Benefit Administrators
Utah
$263K +$8.12K +66 +3%
GWM
1511
GSB Wealth Management
Connecticut
$262K -$1.85K -15 -0.7%
JWM
1512
JFG Wealth Management
Colorado
$262K +$260K +2,114 New
OWA
1513
Outlook Wealth Advisors
Texas
$261K -$1.85K -15 -0.7%
TBA
1514
Tower Bridge Advisors
Pennsylvania
$261K -$172K -1,400 -40%
SFM
1515
Signet Financial Management
New Jersey
$261K – – –
PTC
1516
Philadelphia Trust Company
Pennsylvania
$260K +$12.7K +103 +5%
BPCE
1517
Bank Pictet & Cie (Europe)
Germany
$260K – – –
E3F
1518
Eight 31 Financial
Texas
$260K +$258K +2,100 New
SRC
1519
Shufro Rose & Co
New York
$259K +$23.4K +190 +10%
BONST
1520
Bank of Nova Scotia Trust
Ontario, Canada
$258K +$257K +2,085 New
CWS
1521
Confluence Wealth Services
Pennsylvania
$257K -$14.5K -118 -5%
PPW
1522
Parcion Private Wealth
Washington
$255K +$27.9K +227 +12%
NHC
1523
Nicholas Hoffman & Company
Georgia
$255K -$73.8K -600 -23%
ESB
1524
Essex Savings Bank
Connecticut
$255K +$5.78K +47 +2%
CH
1525
Cromwell Holdings
Wyoming
$255K +$253K +2,059 New
59 60
61
62 63