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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
1851
Keating Financial Advisory Services
Kansas
$184K -$394K -3,030 -65%
QC
1852
Quent Capital
New York
$177K -$31.4K -241 -14%
AIM
1853
Acropolis Investment Management
Missouri
$176K +$199K +1,530 New
IAS
1854
IMA Advisory Services
Colorado
$174K +$70K +538 +55%
TPWA
1855
Twin Peaks Wealth Advisors
California
$174K +$196K +1,510 New
EPAM
1856
Evelyn Partners Asset Management
$173K – – –
ETS
1857
ESL Trust Services
New York
$172K – – –
PWAM
1858
Private Wealth Asset Management
Iowa
$171K +$80.3K +617 +71%
SIS
1859
Sound Income Strategies
Florida
$170K +$31.9K +245 +20%
YDMI
1860
Y.D. More Investments
Israel
$165K -$7.03K -54 -3%
PB
1861
Pinnacle Bancorp
Nebraska
$165K +$28.5K +219 +18%
BGA
1862
Battery Global Advisors
Massachusetts
$162K -$1.95K -15 -1%
GTAM
1863
Global Trust Asset Management
Florida
$159K – – –
FC
1864
Financial Consulate
Maryland
$155K +$1.17K +9 +0.7%
SAS
1865
Stelac Advisory Services
New York
$155K +$16K +123 +10%
SI
1866
Sava Infond
Slovenia
$154K – – –
CM
1867
Capula Management
Cayman Islands
$151K +$115K +881 +204%
IAAG
1868
Innovative Asset Advisors Group
Connecticut
$150K +$170K +1,305 New
SWIM
1869
Smallwood Wealth Investment Management
New Jersey
$150K +$520 +4 +0.3%
CH
1870
Cromwell Holdings
Wyoming
$148K -$100K -771 -37%
SMBT
1871
Southern Michigan Bank & Trust
Michigan
$147K +$167K +1,281 New
MA
1872
MCF Advisors
Kentucky
$146K -$3.51K -27 -2%
DCBT
1873
Dakota Community Bank & Trust
North Dakota
$144K -$781 -6 -0.5%
WPWM
1874
Western Pacific Wealth Management
Illinois
$142K – – –
CFO
1875
CVA Family Office
Colorado
$141K -$12.4K -95 -7%
73 74
75
76 77