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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1601
Signet Financial Management
New Jersey
$368K +$4.36K +25 +1%
HFS
1602
Hopwood Financial Services
Virginia
$367K +$371K +2,130 New
CAC
1603
Certified Advisory Corp
Florida
$367K -$16.7K -96 -4%
VDI
1604
Vaughan David Investments
Illinois
$367K -$4.36K -25 -1%
EL
1605
Essex LLC
Illinois
$367K -$11.5K -66 -3%
RT
1606
Rockland Trust
Massachusetts
$366K – – –
PPC
1607
Pennington Partners & Co
Maryland
$365K +$369K +2,118 New
CCG
1608
Catalina Capital Group
California
$365K +$11.3K +65 +3%
ABC
1609
Associated Banc-Corp
Wisconsin
$365K – – –
TNBTD
1610
Trustmark National Bank Trust Department
Mississippi
$365K +$2.61K +15 +0.7%
TBA
1611
Tower Bridge Advisors
Pennsylvania
$364K – – –
HCM
1612
Hutchinson Capital Management
California
$364K +$174 +1 +0%
OAM
1613
Ostrum Asset Management
France
$363K +$193K +1,109 +111%
PP
1614
PDS Planning
Ohio
$363K +$1.92K +11 +0.5%
BPCE
1615
Bank Pictet & Cie (Europe)
Germany
$362K – – –
CCA
1616
Cora Capital Advisors
New Jersey
$362K -$378K -2,167 -51%
AFA
1617
AA Financial Advisors
Ohio
$361K +$2.27K +13 +0.6%
RB
1618
Renasant Bank
Mississippi
$360K -$20.4K -117 -5%
TIA
1619
Traphagen Investment Advisors
New Jersey
$358K +$871 +5 +0.2%
ATFA
1620
All Terrain Financial Advisors
Minnesota
$357K +$1.57K +9 +0.4%
FWM
1621
Fonville Wealth Management
Virginia
$357K – – –
MA
1622
MJP Associates
Connecticut
$356K +$26.1K +150 +8%
CFGS
1623
Concourse Financial Group Securities
Alabama
$356K -$27.2K -156 -7%
RR
1624
Robotti Robert
$356K +$125K +717 New
ZIMP
1625
Zimmermann Investment Management & Planning
Pennsylvania
$355K +$359K +2,061 New
63 64
65
66 67