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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
1626
McAdam LLC
Pennsylvania
$210K -$16.6K -133 -8%
BBA
1627
Braun-Bostich & Associates
Pennsylvania
$210K -$107K -858 -35%
CWM
1628
Chesapeake Wealth Management
Virginia
$210K -$16K -128 -7%
LS
1629
Livforsakringsbolaget Skandia
Sweden
$208K – – –
CCP
1630
Clarity Capital Partners
California
$208K -$25K -200 -11%
ETC
1631
Exchange Traded Concepts
Oklahoma
$208K +$169K +1,351 +580%
NPP
1632
New Potomac Partners
Maryland
$207K – – –
BFIC
1633
Bedell Frazier Investment Counselling
California
$207K +$197K +1,575 New
AAIM
1634
Asset Advisors Investment Management
Georgia
$206K – – –
COCM
1635
Charter Oak Capital Management
New Hampshire
$206K +$196K +1,566 New
PCM
1636
Princeton Capital Management
New Jersey
$206K +$624 +5 +0.3%
BWM
1637
Birchcreek Wealth Management
Ohio
$204K +$194K +1,551 New
AWM
1638
Act Wealth Management
Texas
$204K -$66.2K -530 -25%
NAS
1639
NWF Advisory Services
California
$204K +$193K +1,549 New
SEIA
1640
Signature Estate & Investment Advisors
California
$203K -$7.12K -57 -4%
NCFG
1641
New Century Financial Group
New Jersey
$202K -$11.5K -92 -6%
ACP
1642
Aveo Capital Partners
Colorado
$202K +$6.12K +49 +3%
WA
1643
Wealth Architects
California
$201K – – –
GC
1644
Gratus Capital
Georgia
$201K +$191K +1,527 New
PFA
1645
Pathway Financial Advisers
Indiana
$200K -$575K -4,607 -75%
PD
1646
Planning Directions
Pennsylvania
$200K +$190K +1,523 New
TF
1647
Tompkins Financial
New York
$197K – – –
GBT
1648
Grove Bank & Trust
Florida
$188K -$5K -40 -3%
KSWA
1649
Kathleen S. Wright Associates
Pennsylvania
$184K – – –
RAM
1650
Riggs Asset Management
Pennsylvania
$179K +$1.12K +9 +0.7%
64 65
66
67 68