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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1626
Center for Financial Planning
Michigan
$151K – – –
GFPC
1627
Global Financial Private Client
Florida
$150K – – –
LTI
1628
Laffer Tengler Investments
Tennessee
$149K +$4.22K +39 +4%
CAL
1629
Capital Analysts LLC
Pennsylvania
$146K -$15.1K -140 -11%
CFO
1630
CVA Family Office
Colorado
$144K +$119K +1,103 New
YDMI
1631
Y.D. More Investments
Israel
$141K – – –
OAM
1632
Ostrum Asset Management
France
$139K -$182K -1,684 -61%
RDFA
1633
Ritter Daniher Financial Advisory
Ohio
$138K -$25.9K -239 -18%
HGERS
1634
Householder Group Estate & Retirement Specialist
Arizona
$131K -$10.8K -100 -9%
AWM
1635
Atticus Wealth Management
Florida
$131K – – –
ICM
1636
Islay Capital Management
Texas
$131K – – –
SC
1637
Stephens Consulting
Michigan
$131K – – –
RIM
1638
Rockbridge Investment Management
New York
$131K +$108K +1,000 New
QPBE
1639
Quintet Private Bank (Europe)
Luxembourg
$131K -$108 -1 -0.1%
CPA
1640
Clear Point Advisors
New York
$129K +$106K +981 New
ADL
1641
Asset Dedication LLC
California
$128K +$2.81K +26 +3%
ME
1642
McIlrath & Eck
Washington
$125K +$4.44K +41 +4%
FDCP
1643
Foster Dykema Cabot & Partners
Massachusetts
$125K +$103K +951 New
BC
1644
Barrett & Company
Rhode Island
$124K -$13.3K -123 -11%
A
1645
AJOVista
Massachusetts
$122K +$101K +930 New
VC
1646
Vestor Capital
Illinois
$118K – – –
GTAM
1647
Global Trust Asset Management
Florida
$118K – – –
AP
1648
Arlington Partners
Alabama
$118K +$97.3K +899 New
DCM
1649
Davis Capital Management
Florida
$114K +$94.5K +873 New
FFC
1650
First Financial Corp
Indiana
$112K +$8.11K +75 +10%
64 65
66
67 68