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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
1601
Single Point Partners
Massachusetts
$203K +$167K +1,548 New
BW
1602
BIP Wealth
Georgia
$203K +$168K +1,550 New
SAI
1603
Savvy Advisors Inc
New York
$201K +$167K +1,539 New
MAG
1604
MRA Advisory Group
New Jersey
$201K +$166K +1,533 New
WA
1605
Wealth Architects
California
$200K +$165K +1,528 New
TF
1606
Tompkins Financial
New York
$196K – – –
GBT
1607
Grove Bank & Trust
Florida
$192K – – –
KSWA
1608
Kathleen S. Wright Associates
Pennsylvania
$183K -$21.6K -200 -13%
HRC
1609
Hoertkorn Richard Charles
$183K – – –
AT
1610
Arlington Trust
Alabama
$182K +$150K +1,390 New
LWCFA
1611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K -$238K -2,199 -60%
BTI
1612
Blue Trust Inc
Georgia
$180K +$70.8K +654 +63%
OP
1613
ORG Partners
Indiana
$177K +$139K +1,289 +2,079%
RAM
1614
Riggs Asset Management
Pennsylvania
$177K – – –
HWA
1615
HHM Wealth Advisors
Tennessee
$171K – – –
MA
1616
MCF Advisors
Kentucky
$170K +$130K +1,200 +1,200%
DAM
1617
Delta Asset Management
Tennessee
$168K – – –
HB
1618
Horizon Bancorp
Indiana
$167K -$42.1K -389 -23%
PO
1619
Private Ocean
California
$159K -$288K -2,660 -69%
FPFS
1620
First Personal Financial Services
North Carolina
$157K -$21.6K -200 -14%
MSG
1621
Main Street Group
Virginia
$157K +$130K +1,200 New
SIS
1622
Sound Income Strategies
Florida
$156K +$54.6K +505 +73%
AIM
1623
Acropolis Investment Management
Missouri
$153K – – –
PS
1624
Planned Solutions
California
$153K +$126K +1,166 New
GIM
1625
Gold Investment Management
Alberta, Canada
$152K +$125K +1,159 New
63 64
65
66 67