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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1576
Optimum Investment Advisors
Illinois
$321K – – –
LPT
1577
Legacy Private Trust
Wisconsin
$319K – – –
HG
1578
Herbst Group
Connecticut
$318K – – –
VCP
1579
Vista Capital Partners
Oregon
$318K -$162 -1 -0%
AIS
1580
AM Investment Strategies
Tennessee
$317K -$90.9K -560 -20%
RAM
1581
Ramirez Asset Management
New York
$317K -$162K -1,000 -31%
EFSCE
1582
Enterprise Financial Services Corp (EFSC)
Missouri
$316K -$3.41K -21 -0.9%
PNC
1583
Park National Corp
Ohio
$315K -$6.49K -40 -2%
V
1584
VeraBank
Texas
$315K +$1.62K +10 +0.4%
MIM
1585
Marco Investment Management
Georgia
$315K – – –
CPSC
1586
Carl P. Sherr & Co
Massachusetts
$315K – – –
CG
1587
Cynosure Group
Utah
$315K +$80K +493 +28%
LB
1588
Legacy Bridge
Iowa
$312K +$45.4K +280 +14%
KOC
1589
Koss-Olinger Consulting
Florida
$312K +$362K +2,230 New
S
1590
Sachetta
Massachusetts
$312K +$33.6K +207 +10%
MA
1591
MJP Associates
Connecticut
$311K +$25.8K +159 +8%
TIA
1592
Traphagen Investment Advisors
New Jersey
$311K +$23.9K +147 +7%
CST
1593
Charles Schwab Trust
Nevada
$311K +$52.6K +324 +17%
JWM
1594
JFG Wealth Management
Colorado
$309K -$7.3K -45 -2%
SAF
1595
Smith Anglin Financial
Texas
$308K +$1.78K +11 +0.5%
OWA
1596
Opal Wealth Advisors
New York
$307K +$4.71K +29 +1%
NCM
1597
Northside Capital Management
Oregon
$306K +$24K +148 +7%
LJAC
1598
L.J. Altfest & Co
New York
$303K -$1.14K -7 -0.3%
OWA
1599
Outlook Wealth Advisors
Texas
$302K -$20.3K -125 -5%
AA
1600
Aire Advisors
California
$301K +$3.08K +19 +0.9%
62 63
64
65 66