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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1601
BOS Asset Management
Illinois
$394K +$171 +1 +0%
NFSG
1602
Newbridge Financial Services Group
Florida
$393K -$58.8K -343 -13%
OIA
1603
Optimum Investment Advisors
Illinois
$393K – – –
WBC
1604
Westpac Banking Corp
Australia
$393K +$55.3K +323 +16%
HCA
1605
Harbour Capital Advisors
Virginia
$392K -$136K -796 -25%
VCP
1606
Vista Capital Partners
Oregon
$392K +$1.03K +6 +0.3%
WC
1607
Whitney & Co
New York
$392K -$71.6K -418 -15%
IWA
1608
Icon Wealth Advisors
Texas
$390K +$41.5K +242 +12%
LPT
1609
Legacy Private Trust
Wisconsin
$389K – – –
PNC
1610
Park National Corp
Ohio
$389K -$10.3K -60 -3%
FFA
1611
First Foundation Advisors
California
$388K +$171 +1 +0%
WFI
1612
West Family Investments
California
$388K +$2.74K +16 +0.7%
RAM
1613
Ramirez Asset Management
New York
$387K – – –
SIG
1614
Spinnaker Investment Group
California
$386K +$124K +721 +47%
CPSC
1615
Carl P. Sherr & Co
Massachusetts
$386K +$2.06K +12 +0.5%
MIM
1616
Marco Investment Management
Georgia
$385K – – –
TIA
1617
Traphagen Investment Advisors
New Jersey
$385K +$2.4K +14 +0.6%
TIM
1618
Thompson Investment Management
Wisconsin
$383K – – –
CWM
1619
CCG Wealth Management
California
$383K +$48.7K +284 +15%
ORI
1620
Oak Ridge Investments
Illinois
$381K +$60K +350 +19%
HW
1621
Hancock Whitney
Mississippi
$381K +$1.2K +7 +0.3%
AIS
1622
AM Investment Strategies
Tennessee
$380K +$171 +1 +0%
MWM
1623
Mattern Wealth Management
Kansas
$378K – – –
S
1624
Sachetta
Massachusetts
$378K +$2.06K +12 +0.5%
SHFA
1625
SC&H Financial Advisors
Maryland
$378K +$6.85K +40 +2%
63 64
65
66 67