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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1701
Monument Capital Management
Virginia
– -$220K -1,890 Closed
CIC
1702
Carnegie Investment Counsel
Ohio
– -$213K -1,829 Closed
CRIG
1703
Charter Research & Investment Group
Connecticut
– -$208K -1,790 Closed
DOA
1704
D'Orazio & Associates
Virginia
– -$164K -1,412 Closed
CPWM
1705
Cypress Point Wealth Management
Texas
– -$150K -1,290 Closed
MA
1706
MCF Advisors
Kentucky
– -$142K -1,219 Closed
SM
1707
SG3 Management
Puerto Rico
– -$128K -1,100 Closed
DFCM
1708
Dark Forest Capital Management
Puerto Rico
– -$87K -750 Closed
CAGAS
1709
Capital Advisory Group Advisory Services
Minnesota
– -$77K -665 Closed
EWA
1710
Evolution Wealth Advisors
Florida
– -$58K -500 Closed
HFS
1711
Horizon Financial Services
North Carolina
– -$58K -500 Closed
IWA
1712
IBEX Wealth Advisors
New Jersey
– -$55K -472 Closed
TC
1713
Truvestments Capital
Florida
– -$35K -300 Closed
LWM
1714
Liberty Wealth Management
California
– -$32K -271 Closed
AFS
1715
Annapolis Financial Services
Maryland
– -$23K -200 Closed
M
1716
MOTCO
Texas
– -$22K -188 Closed
SSC
1717
Syverson Strege & Co
Iowa
– -$11K -91 Closed
SFP
1718
Sterling Financial Planning
New Jersey
– -$10K -85 Closed
RA
1719
Resolute Advisors
California
– -$8K -66 Closed
APWA
1720
Atlas Private Wealth Advisors
New Jersey
– -$7K -57 Closed
CFA
1721
Cahill Financial Advisors
Minnesota
– -$4K -35 Closed
BMD
1722
Better Money Decisions
New Mexico
– -$4K -33 Closed
DWA
1723
Delos Wealth Advisors
Texas
– -$4K -32 Closed
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