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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1876
Karras Company
Utah
$244K +$241K +1,585 New
BFIC
1877
Bedell Frazier Investment Counselling
California
$244K -$2.62M -17,237 -92%
BFWM
1878
Bright Futures Wealth Management
New York
$244K – – –
SCM
1879
Stevens Capital Management
Pennsylvania
$244K -$673K -4,429 -74%
LBC
1880
Leigh Baldwin & Co
New York
$244K +$152 +1 +0.1%
GPA
1881
Garrison Point Advisors
California
$243K +$27K +178 +13%
DPI
1882
Diversified Portfolios Inc
Michigan
$242K +$10.5K +69 +5%
NWMG
1883
National Wealth Management Group
Ohio
$242K +$239K +1,573 New
AAIM
1884
Asset Advisors Investment Management
Georgia
$242K -$1.52K -10 -0.6%
LCM
1885
Lazari Capital Management
California
$241K -$1.82K -12 -0.8%
DWM
1886
Daner Wealth Management
Georgia
$241K +$26.6K +175 +11%
VHAM
1887
Van Hulzen Asset Management
California
$241K +$237K +1,562 New
NA
1888
Nautilus Advisors
California
$241K -$10.9K -72 -4%
FFA
1889
First Foundation Advisors
California
$240K -$108K -712 -31%
PCM
1890
Princeton Capital Management
New Jersey
$240K – – –
BC
1891
Burney Company
Virginia
$240K -$14.7K -97 -6%
NAG
1892
Northstar Advisory Group
New Jersey
$240K – – –
TF
1893
Trek Financial
Arizona
$240K +$24.9K +164 +12%
CCA
1894
Childress Capital Advisors
Texas
$240K -$17K -112 -7%
CWM
1895
Chesapeake Wealth Management
Virginia
$240K -$3.5K -23 -1%
OWCM
1896
One Wealth Capital Management
Arizona
$240K +$35.7K +235 +18%
SC
1897
Sepio Capital
Utah
$239K -$9.57K -63 -4%
ACS
1898
Archford Capital Strategies
Illinois
$238K +$22.5K +148 +11%
ANTB
1899
AMG National Trust Bank
Colorado
$237K – – –
DWA
1900
Delta Wealth Advisors
Indiana
$236K – – –
74 75
76
77 78