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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1926
Savvy Advisors Inc
New York
– -$201K -1,539 Closed
MAG
1927
MRA Advisory Group
New Jersey
– -$201K -1,533 Closed
PS
1928
Planned Solutions
California
– -$153K -1,166 Closed
RIM
1929
Rockbridge Investment Management
New York
– -$131K -1,000 Closed
A
1930
AJOVista
Massachusetts
– -$122K -930 Closed
AP
1931
Arlington Partners
Alabama
– -$118K -899 Closed
AWM
1932
Able Wealth Management
New Jersey
– -$108K -826 Closed
DAC
1933
Dividend Assets Capital
South Carolina
– -$85K -650 Closed
TCWA
1934
Turtle Creek Wealth Advisors
Texas
– -$58.3K -445 Closed
AIMA
1935
Ables Iannone Moore & Associates
Georgia
– -$55.2K -422 Closed
PG
1936
Proffitt & Goodson
Tennessee
– -$52.4K -400 Closed
MSWM
1937
McGlone Suttner Wealth Management
Wisconsin
– -$46.4K -354 Closed
RCM
1938
Richardson Capital Management
Wisconsin
– -$39.3K -300 Closed
BCM
1939
Bourgeon Capital Management
Connecticut
– -$28.3K -216 Closed
NFA
1940
Northwest Financial Advisors
Virginia
– -$25K -191 Closed
RFA
1941
Resurgent Financial Advisors
Georgia
– -$22.5K -172 Closed
MCM
1942
MidAtlantic Capital Management
Virginia
– -$15.2K -116 Closed
SFCL
1943
Strengthening Families & Communities LLC
Massachusetts
– -$10.9K -83 Closed
LIWM
1944
Long Island Wealth Management
New York
– -$10K -79 Closed
AEPWM
1945
Atlantic Edge Private Wealth Management
Florida
– -$6.55K -50 Closed
JAM
1946
JCIC Asset Management
Ontario, Canada
– -$6.55K -50 Closed
UOTTAIMCU
1947
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$5.24K -40 Closed
EC
1948
EdgeRock Capital
Colorado
– -$2.76K -22 Closed
MFT
1949
Moisand Fitzgerald Tamayo
Florida
– -$2.84K -22 Closed
LPP
1950
Life Planning Partners
Florida
– -$2.49K -19 Closed
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