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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
1701
Full Sail Capital
Oklahoma
$259K -$649 -4 -0.2%
AFA
1702
AA Financial Advisors
Ohio
$256K -$42.5K -262 -13%
MC
1703
Machina Capital
France
$256K +$297K +1,828 New
NB
1704
NBT Bank
New York
$254K -$858K -5,287 -74%
CIEP
1705
Constellation Investimentos e Participacoes
Brazil
$254K -$154K -950 -34%
PL
1706
Plancorp LLC
Missouri
$253K +$24K +148 +9%
LFA
1707
Legacy Financial Advisors
Kentucky
$253K -$73.7K -454 -20%
GSF
1708
Grove Street Fiduciary
New Hampshire
$252K +$293K +1,804 New
SCA
1709
Stonebridge Capital Advisors
Minnesota
$252K -$10.2K -63 -3%
CANC
1710
Culbertson A N & Co
Virginia
$252K – – –
TWA
1711
Tandem Wealth Advisors
Arizona
$251K -$98.8K -609 -25%
RPWA
1712
Regent Peak Wealth Advisors
Georgia
$251K -$10.6K -65 -3%
PA
1713
Parkside Advisors
California
$250K – – –
VSQM
1714
V-Square Quantitative Management
Illinois
$249K +$92.4K +569 +47%
PWPS
1715
Pinnacle Wealth Planning Services
Ohio
$249K +$7.3K +45 +3%
AFT
1716
Alpha Family Trust
California
$249K +$289K +1,780 New
WFI
1717
West Family Investments
California
$249K – – –
VAS
1718
Vestmark Advisory Solutions
Massachusetts
$248K -$19K -117 -6%
FA
1719
Faithward Advisors
Pennsylvania
$247K -$1.3K -8 -0.4%
CCA
1720
Childress Capital Advisors
Texas
$247K -$7.3K -45 -2%
MAM
1721
Mystic Asset Management
Rhode Island
$247K +$325 +2 +0.1%
ML
1722
McAdam LLC
Pennsylvania
$246K +$12.2K +75 +4%
LF
1723
Lee Financial
Texas
$246K -$38.1K -235 -12%
SIG
1724
Spinnaker Investment Group
California
$246K +$31.5K +194 +12%
AFA
1725
Arlington Financial Advisors
California
$245K +$284K +1,750 New
67 68
69
70 71