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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
1701
Bank of Nova Scotia Trust
Ontario, Canada
$305K -$54.9K -315 -15%
GIA
1702
GHP Investment Advisors
Colorado
$305K +$12.9K +74 +4%
AP
1703
Americana Partners
Texas
$304K +$33.3K +191 +12%
T
1704
Tableaux
Massachusetts
$304K +$308K +1,765 New
MAM
1705
Mystic Asset Management
Rhode Island
$304K +$25.6K +147 +9%
JFGIW
1706
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$303K +$71.3K +409 +31%
CG
1707
Cynosure Group
Utah
$303K -$346K -1,983 -53%
DFA
1708
Delta Financial Advisors
Louisiana
$302K +$1.04K +6 +0.3%
EFM
1709
E Fund Management
China
$302K +$305K +1,751 New
AWM
1710
Avondale Wealth Management
Texas
$302K -$34.8K -200 -10%
BIP
1711
Blue Investment Partners
California
$301K -$38.3K -220 -11%
CSB
1712
City State Bank
Iowa
$301K – – –
KWA
1713
Kellett Wealth Advisors
Ohio
$301K -$52.3K -300 -15%
KFA
1714
Kapstone Financial Advisors
Ohio
$299K – – –
PWPS
1715
Pinnacle Wealth Planning Services
Ohio
$299K -$76.7K -440 -20%
PEA
1716
Park Edge Advisors
Ohio
$299K +$174 +1 +0.1%
MAM
1717
Madison Asset Management
Wisconsin
$298K – – –
MIA
1718
Madison Investment Advisors
Wisconsin
$298K +$302K +1,731 New
KNW
1719
Kesler Norman & Wride
Utah
$298K -$613K -3,518 -67%
LWM
1720
Laidlaw Wealth Management
New York
$298K – – –
IIA
1721
Integral Investment Advisors
California
$298K -$19.5K -112 -6%
PPWM
1722
Perissos Private Wealth Management
Oklahoma
$297K +$1.57K +9 +0.5%
MAC
1723
Mason & Associates (California)
California
$296K – – –
BIG
1724
Builder Investment Group
Georgia
$295K – – –
GIA
1725
Guyasuta Investment Advisors
Pennsylvania
$293K – – –
67 68
69
70 71