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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
1576
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$80K +$77.2K +633 New
CWP
1577
Concord Wealth Partners
Virginia
$78K -$146K -1,200 -66%
TC
1578
Tacita Capital
Ontario, Canada
$78K +$17.7K +145 +31%
WAM
1579
Worth Asset Management
Texas
$77K +$94.9K +778 New
RDFA
1580
Ritter Daniher Financial Advisory
Ohio
$76K +$73.2K +600 New
BONH
1581
Bank of New Hampshire
New Hampshire
$73K +$69.8K +572 New
ARMC
1582
American Research & Management Company
Massachusetts
$72K – – –
FP
1583
Financial Perspectives
Minnesota
$71.1K – – –
CCMW
1584
Cypress Capital Management (Wyoming)
Wyoming
$70K – – –
QCG
1585
Quadrant Capital Group
Ohio
$70K +$25.9K +212 +63%
WAM
1586
WFA Asset Management
Wisconsin
$69K +$732 +6 +1%
LWA
1587
Lenox Wealth Advisors
New York
$68K -$2.56K -21 -3%
PFA
1588
Professional Financial Advisors
Nebraska
$68K +$732 +6 +1%
SOW
1589
State of Wyoming
Wyoming
$66K +$3.78K +31 +6%
PCG
1590
Private Capital Group
Connecticut
$65K +$8.17K +67 +15%
FAG
1591
Fortitude Advisory Group
Washington
$64K +$610 +5 +1%
BBPWM
1592
Blue Bell Private Wealth Management
Pennsylvania
$63K – – –
TVWM
1593
Tower View Wealth Management
Wisconsin
$63K – – –
VC
1594
Vestor Capital
Illinois
$63K – – –
MA
1595
MCF Advisors
Kentucky
$63K +$61K +500 New
CHC
1596
City Holding Co
West Virginia
$62K -$24.4K -200 -29%
CYG
1597
Clean Yield Group
Vermont
$60K – – –
MWM
1598
Mascoma Wealth Management
New Hampshire
$60K – – –
CHA
1599
Carmichael Hill & Associates
Maryland
$58K +$12.2K +100 +28%
COCM
1600
Charter Oak Capital Management
New Hampshire
$56K +$17.1K +140 +47%
62 63
64
65 66