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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
1676
Bedell Frazier Investment Counselling
California
$230K +$208K +1,500 New
CA
1677
Cambridge Advisors
Nebraska
$230K +$208K +1,500 New
CICI
1678
Capital Investment Counsel Inc
North Carolina
$230K +$208K +1,500 New
CNWM
1679
Clay Northam Wealth Management
California
$230K +$208K +1,500 New
CIS
1680
Connors Investor Services
Pennsylvania
$230K +$208K +1,500 New
LI
1681
LVZ Inc
Michigan
$230K +$208K +1,500 New
MC
1682
Middleton & Co
Massachusetts
$230K +$208K +1,500 New
MAG
1683
MRA Advisory Group
New Jersey
$229K -$44.4K -320 -18%
WDG
1684
Wealth Dimensions Group
Ohio
$227K +$206K +1,484 New
FCBT
1685
First Citizens Bank & Trust
North Carolina
$227K +$206K +1,484 New
VSQM
1686
V-Square Quantitative Management
Illinois
$227K -$25.2K -182 -11%
LCS
1687
Levin Capital Strategies
New York
$227K +$205K +1,480 New
BWM
1688
BCS Wealth Management
Tennessee
$225K +$204K +1,470 New
SF
1689
Slagle Financial
Illinois
$225K +$204K +1,469 New
EWA
1690
Exencial Wealth Advisors
Oklahoma
$224K +$203K +1,464 New
CPWM
1691
Cypress Point Wealth Management
Texas
$224K +$203K +1,463 New
BAAM
1692
Baker Avenue Asset Management
California
$223K +$202K +1,457 New
KWM
1693
Kolinsky Wealth Management
New Jersey
$223K -$55.4K -399 -22%
ACM
1694
Armbruster Capital Management
New York
$223K +$202K +1,455 New
FMTC
1695
Farmers & Merchants Trust Company
California
$222K +$201K +1,452 New
BDF
1696
Black Diamond Financial
Maryland
$222K +$201K +1,448 New
WIM
1697
Warwick Investment Management
Texas
$221K +$200K +1,443 New
TMWM
1698
Taylor & Morgan Wealth Management
Michigan
$221K +$200K +1,442 New
PTB
1699
Pioneer Trust Bank
Oregon
$221K +$200K +1,440 New
CIC
1700
Carnegie Investment Counsel
Ohio
$220K +$199K +1,435 New
66 67
68
69 70