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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1626
Highland Private Wealth Management
Washington
– -$204K -2,232 Closed
SICM
1627
Sustainable Insight Capital Management
New York
– -$213K -2,210 Closed
PGA
1628
Portland Global Advisors
Maine
– -$201K -2,200 Closed
SWIM
1629
Smallwood Wealth Investment Management
New Jersey
– -$200K -2,193 Closed
FBT
1630
First Bank & Trust
South Dakota
– -$181K -1,981 Closed
AIP
1631
Ahrens Investment Partners
Louisiana
– -$174K -1,912 Closed
SWM
1632
Scissortail Wealth Management
Oklahoma
– -$207K -1,602 Closed
NC
1633
Nicholas Company
Wisconsin
– -$146K -1,600 Closed
VRM
1634
Vectors Research Management
New York
– -$143K -1,570 Closed
HWA
1635
HHM Wealth Advisors
Tennessee
– -$123K -1,350 Closed
RIM
1636
Rockbridge Investment Management
New York
– -$91.2K -1,000 Closed
GLLW
1637
Graves Light Lenhart Wealth
Virginia
– -$82K -899 Closed
NICM
1638
Neo Ivy Capital Management
New York
– -$81K -897 Closed
CFO
1639
CVA Family Office
Colorado
– -$73K -800 Closed
EMFAT
1640
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$69K -761 Closed
CWP
1641
Concord Wealth Partners
Virginia
– -$58K -640 Closed
SWM
1642
Sugarloaf Wealth Management
Georgia
– -$59.7K -616 Closed
HFS
1643
Heritage Financial Services
Massachusetts
– -$20K -223 Closed
WOSD
1644
WFA of San Diego
California
– -$20K -222 Closed
MAWCM
1645
Mine & Arao Wealth Creation & Management
California
– -$19K -207 Closed
RTC
1646
Riverview Trust Company
Washington
– -$16K -175 Closed
BI
1647
Bramshill Investments
Florida
– -$12K -105 Closed
IIL
1648
Insight Inv LLC
California
– -$9K -100 Closed
HS
1649
Horan Securities
United States
– -$9K -98 Closed
UIA
1650
Ulland Investment Advisors
Minnesota
– -$7K -75 Closed