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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1626
Cromwell Holdings
Wyoming
$288K – – –
AWA
1627
Aletheian Wealth Advisors
Washington
$287K +$334K +2,056 New
BFG
1628
Berger Financial Group
Minnesota
$287K +$3.08K +19 +0.9%
OAM
1629
Ostrum Asset Management
France
$287K -$8.77K -54 -3%
LCC
1630
Lincoln Capital Corp
Rhode Island
$287K -$16.2K -100 -5%
BPW
1631
Bingham Private Wealth
California
$287K -$29.7K -183 -8%
WFM
1632
Wolff Financial Management
Michigan
$286K +$325 +2 +0.1%
RRA
1633
Round Rock Advisors
Connecticut
$285K -$21.3K -131 -6%
PCA
1634
Peddock Capital Advisors
Massachusetts
$284K – – –
PI
1635
Pettee Investors
Connecticut
$284K – – –
SIM
1636
Sentry Investment Management
Wisconsin
$284K -$110K -680 -23%
PA
1637
PFG Advisors
Arizona
$284K +$13.5K +83 +4%
HFS
1638
Hopwood Financial Services
Virginia
$284K -$16.2K -100 -5%
4WM
1639
44 Wealth Management
Oregon
$284K -$2.27K -14 -0.7%
EL
1640
Essex LLC
Illinois
$283K -$16.2K -100 -5%
GWM
1641
GSB Wealth Management
Connecticut
$283K +$2.6K +16 +0.8%
APA
1642
Astoria Portfolio Advisors
New York
$283K +$487 +3 +0.1%
FWM
1643
Forefront Wealth Management
Pennsylvania
$281K – – –
FCB
1644
First County Bank
Connecticut
$281K -$28.4K -175 -8%
RB
1645
Renasant Bank
Mississippi
$280K -$13.6K -84 -4%
CIA
1646
Cladis Investment Advisory
Montana
$280K -$812K -5,000 -71%
SFG
1647
Sather Financial Group
Texas
$280K -$552K -3,400 -63%
AWA
1648
Alaska Wealth Advisors
Alaska
$280K – – –
LFASL
1649
Lugano Financial Advisors SA (LFA)
Switzerland
$280K – – –
PPW
1650
PACK Private Wealth
Minnesota
$280K – – –
64 65
66
67 68