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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
1626
Park Place Capital
Alabama
$252K -$6.94K -50 -3%
ZIC
1627
ZWJ Investment Counsel
Georgia
$251K – – –
LDB
1628
Lee, Danner & Bass
Tennessee
$251K +$227K +1,638 New
CWM
1629
Chesapeake Wealth Management
Virginia
$251K +$227K +1,638 New
KFA
1630
Kapstone Financial Advisors
Ohio
$250K +$224K +1,615 New
WP
1631
WealthShield Partners
North Carolina
$250K – – –
PAM
1632
Pegasus Asset Management
New York
$249K – – –
ML
1633
McAdam LLC
Pennsylvania
$249K +$225K +1,624 New
MAM
1634
Mystic Asset Management
Rhode Island
$248K -$3.88K -28 -2%
CAM
1635
Cidel Asset Management
Ontario, Canada
$247K -$11K -79 -5%
NC
1636
NBW Capital
Massachusetts
$246K +$223K +1,605 New
OCBCO
1637
Oversea-Chinese Banking Corp (OCBC)
Singapore
$245K +$222K +1,602 New
ACA
1638
Atlas Capital Advisors
Wyoming
$245K -$277K -2,000 -56%
CNBT
1639
Canandaigua National Bank & Trust
New York
$244K +$221K +1,596 New
P
1640
Pitcairn
Pennsylvania
$243K -$42.5K -306 -16%
CCP
1641
Clarity Capital Partners
California
$243K +$220K +1,585 New
COCM
1642
Charter Oak Capital Management
New Hampshire
$242K +$219K +1,580 New
QC
1643
Quent Capital
New York
$242K +$65.3K +471 +43%
LWCFA
1644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$242K – – –
PL
1645
Plancorp LLC
Missouri
$242K +$219K +1,578 New
NPP
1646
New Potomac Partners
Maryland
$241K +$219K +1,576 New
AP
1647
Americana Partners
Texas
$241K +$218K +1,574 New
AWM
1648
Act Wealth Management
Texas
$240K +$218K +1,570 New
AAIM
1649
Asset Advisors Investment Management
Georgia
$240K +$218K +1,570 New
PCM
1650
Princeton Capital Management
New Jersey
$240K +$217K +1,565 New
64 65
66
67 68