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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1751
Simon Quick Advisors
New Jersey
– -$192K -1,515 Closed
T
1752
TCWP
Ohio
– -$190K -1,503 Closed
AWA
1753
Aaron Wealth Advisors
Illinois
– -$178K -1,406 Closed
VAM
1754
Vienna Asset Management
California
– -$178K -1,400 Closed
AA
1755
Aire Advisors
California
– -$264K -1,346 Closed
CCS
1756
Crosspoint Capital Strategies
California
– -$157K -1,235 Closed
LOAMU
1757
Lombard Odier Asset Management (USA)
New York
– -$102K -805 Closed
CAGAS
1758
Capital Advisory Group Advisory Services
Minnesota
– -$84K -665 Closed
BHWM
1759
Beaird Harris Wealth Management
Texas
– -$83K -655 Closed
UOTTAIMCU
1760
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$80K -633 Closed
CCMW
1761
Cypress Capital Management (Wyoming)
Wyoming
– -$70K -553 Closed
SOW
1762
State of Wyoming
Wyoming
– -$66K -521 Closed
FAG
1763
Fortitude Advisory Group
Washington
– -$64K -507 Closed
TVWM
1764
Tower View Wealth Management
Wisconsin
– -$63K -500 Closed
COCM
1765
Charter Oak Capital Management
New Hampshire
– -$56K -440 Closed
TCM
1766
Tradewinds Capital Management
Washington
– -$38K -300 Closed
FA
1767
Financial Advantage
Maryland
– -$26K -210 Closed
WBC
1768
West Branch Capital
Massachusetts
– -$22K -171 Closed
RBC
1769
Roble Belko & Company
Pennsylvania
– -$19K -151 Closed
BAM
1770
Bellevue Asset Management
Washington
– -$19K -146 Closed
GA
1771
GoalVest Advisory
New York
– -$15K -118 Closed
SJIM
1772
St. Johns Investment Management
Florida
– -$13K -100 Closed
CI
1773
Cordant Inc
Oregon
– -$6K -46 Closed
AWMS
1774
Advocacy Wealth Management Services
Georgia
– -$5K -42 Closed
DC
1775
DeDora Capital
California
– -$5K -37 Closed