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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ORI
1651
Oak Ridge Investments
Illinois
– -$220K -2,623 Closed
UFA
1652
US Financial Advisors
Massachusetts
– -$218K -2,609 Closed
AFS
1653
Aft Forsyth & Sober
Florida
– -$217K -2,600 Closed
CPA
1654
Capital Performance Advisors
California
– -$218K -2,600 Closed
LF
1655
Lantz Financial
Illinois
– -$216K -2,577 Closed
CG
1656
Corundum Group
Colorado
– -$215K -2,564 Closed
CCG
1657
Chatham Capital Group
Georgia
– -$214K -2,558 Closed
BA
1658
Bristlecone Advisors
Washington
– -$213K -2,544 Closed
SF
1659
Symphony Financial
Texas
– -$215K -2,540 Closed
CWP
1660
CFM Wealth Partners
Texas
– -$211K -2,525 Closed
SAF
1661
Smith Anglin Financial
Texas
– -$211K -2,521 Closed
PCM
1662
Princeton Capital Management
New Jersey
– -$210K -2,508 Closed
CWM
1663
C2C Wealth Management
Arizona
– -$234K -2,500 Closed
EB
1664
Eastern Bank
Massachusetts
– -$209K -2,500 Closed
HAIM
1665
Hunter Associates Investment Management
Pennsylvania
– -$209K -2,500 Closed
PP
1666
Patten & Patten
Tennessee
– -$207K -2,472 Closed
TI
1667
Telemetry Investments
New York
– -$206K -2,457 Closed
SAA
1668
Southeast Asset Advisors
Georgia
– -$205K -2,455 Closed
AFP
1669
Advus Financial Partners
Florida
– -$205K -2,452 Closed
KWS
1670
Keystone Wealth Services
California
– -$205K -2,451 Closed
CW
1671
Connectus Wealth
Ohio
– -$205K -2,450 Closed
RC
1672
Reik & Co
New York
– -$203K -2,425 Closed
SHFA
1673
SC&H Financial Advisors
Maryland
– -$200K -2,386 Closed
OCM
1674
Objective Capital Management
Ohio
– -$200K -2,385 Closed
TH
1675
TCTC Holdings
Texas
– -$195K -2,325 Closed
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