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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1576
Secure Asset Management
Michigan
$360K +$412 +3 +0.1%
SFG
1577
Sather Financial Group
Texas
$359K +$55.1K +401 +20%
TWM
1578
TCFG Wealth Management
California
$359K -$13.1K -95 -4%
PIM
1579
Penobscot Investment Management
Massachusetts
$359K -$687 -5 -0.2%
BHIA
1580
Birch Hill Investment Advisors
Massachusetts
$359K +$68.7K +500 +26%
CFG
1581
Copley Financial Group
California
$358K -$15.7K -114 -5%
AIM
1582
Advyzon Investment Management
Illinois
$357K +$40.1K +292 +14%
TCOV
1583
Trust Company of Vermont
Vermont
$357K +$66.1K +481 +25%
RCA
1584
Resonant Capital Advisors
Wisconsin
$357K +$97.1K +707 +42%
SIM
1585
Sentry Investment Management
Wisconsin
$356K – – –
CAM
1586
Creekmur Asset Management
Illinois
$356K -$13.9K -101 -4%
CWS
1587
Confluence Wealth Services
Pennsylvania
$355K +$137 +1 +0%
RSC
1588
Red Spruce Capital
Pennsylvania
$355K – – –
EGWAG
1589
Elwood & Goetz Wealth Advisory Group
Georgia
$353K – – –
ACS
1590
Archford Capital Strategies
Illinois
$353K +$324K +2,357 New
CFP
1591
Catalyst Financial Partners
Massachusetts
$352K +$50.6K +368 +19%
TWA
1592
Tandem Wealth Advisors
Arizona
$351K +$75.6K +550 +31%
ML
1593
McAdam LLC
Pennsylvania
$351K +$80.4K +585 +33%
PNC
1594
Park National Corp
Ohio
$349K +$10.6K +77 +3%
PPA
1595
Pacific Point Advisors
California
$348K – – –
EWM
1596
Evermay Wealth Management
Virginia
$346K – – –
BAM
1597
BOS Asset Management
Illinois
$345K -$2.06K -15 -0.6%
IC
1598
Iconiq Capital
California
$345K -$125K -907 -28%
HDA
1599
Harold Davidson & Associates
California
$344K -$17.9K -130 -5%
OIA
1600
Optimum Investment Advisors
Illinois
$344K – – –
62 63
64
65 66