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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1651
Wealth Architects
California
$239K +$217K +1,564 New
CCAM
1652
Cascades Capital Asset Management
North Carolina
$239K +$217K +1,562 New
SGI
1653
Summit Global Investments
Utah
$239K -$30.5K -220 -12%
WPW
1654
Warther Private Wealth
Ohio
$239K +$216K +1,560 New
NAG
1655
Northstar Advisory Group
New Jersey
$239K +$216K +1,559 New
EBA
1656
Eagle Bay Advisors
New York
$238K -$38.8K -280 -15%
CB
1657
Chris Bulman
California
$238K – – –
BW
1658
BIP Wealth
Georgia
$237K +$215K +1,550 New
FTIS
1659
First Trust Investment Solutions
Florida
$237K +$215K +1,549 New
LWM
1660
Lakeridge Wealth Management
Ohio
$236K +$214K +1,543 New
PD
1661
Planning Directions
Pennsylvania
$236K +$214K +1,541 New
BSHC
1662
Breed's Hill Capital
Massachusetts
$235K +$213K +1,534 New
BDL
1663
Bey-Douglas LLC
Georgia
$234K +$212K +1,530 New
CAM
1664
Columbia Asset Management
Michigan
$234K +$212K +1,531 New
GG
1665
Greenwood Gearhart
Arkansas
$233K +$211K +1,522 New
ANTB
1666
AMG National Trust Bank
Colorado
$233K +$211K +1,521 New
DOA
1667
D'Orazio & Associates
Virginia
$233K +$211K +1,521 New
PPWM
1668
PFG Private Wealth Management
Florida
$232K -$39.5K -285 -16%
BFO
1669
Biltmore Family Office
North Carolina
$232K +$210K +1,517 New
IIC
1670
Integrated Investment Consultants
Michigan
$232K +$210K +1,517 New
WLPWM
1671
Walled Lake Planning & Wealth Management
Illinois
$231K +$210K +1,511 New
HB
1672
Horizon Bancorp
Indiana
$231K +$3.05K +22 +1%
TTWM
1673
TCV Trust & Wealth Management
Virginia
$230K +$209K +1,505 New
FBT
1674
First Bank & Trust
South Dakota
$230K -$27.2K -196 -12%
TF
1675
Tompkins Financial
New York
$230K – – –
65 66
67
68 69