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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1601
Vista Capital Partners
Oregon
$343K +$2.06K +15 +0.7%
PL
1602
Perpetual Ltd
Australia
$342K +$314K +2,284 New
LPT
1603
Legacy Private Trust
Wisconsin
$341K – – –
FFA
1604
First Foundation Advisors
California
$340K -$20.9K -152 -6%
RAM
1605
Ramirez Asset Management
New York
$339K – – –
MIM
1606
Marco Investment Management
Georgia
$337K – – –
WFI
1607
West Family Investments
California
$337K +$65.5K +477 +27%
IA
1608
IFG Advisory
Georgia
$337K -$89.4K -651 -22%
CPSC
1609
Carl P. Sherr & Co
Massachusetts
$337K – – –
TIM
1610
Thompson Investment Management
Wisconsin
$336K +$212K +1,544 +221%
TIA
1611
Traphagen Investment Advisors
New Jersey
$335K +$1.79K +13 +0.6%
MA
1612
MJP Associates
Connecticut
$334K +$824 +6 +0.3%
SAF
1613
Smith Anglin Financial
Texas
$334K +$4.4K +32 +1%
SQA
1614
Simon Quick Advisors
New Jersey
$333K -$661K -4,814 -68%
HW
1615
Hancock Whitney
Mississippi
$333K +$305K +2,223 New
AIS
1616
AM Investment Strategies
Tennessee
$332K -$6.73K -49 -2%
MWM
1617
Mattern Wealth Management
Kansas
$331K +$8.24K +60 +3%
JWM
1618
JFG Wealth Management
Colorado
$331K – – –
PWPS
1619
Pinnacle Wealth Planning Services
Ohio
$330K +$58.7K +427 +24%
S
1620
Sachetta
Massachusetts
$329K -$4.26K -31 -1%
CC
1621
Corton Capital
Ontario, Canada
$327K +$300K +2,185 New
TPWA
1622
Twin Peaks Wealth Advisors
California
$327K +$51.3K +373 +25%
SAM
1623
Smartleaf Asset Management
Massachusetts
$327K -$102K -743 -26%
LJAC
1624
L.J. Altfest & Co
New York
$326K +$1.51K +11 +0.5%
4WM
1625
44 Wealth Management
Oregon
$325K +$19.8K +144 +7%
63 64
65
66 67