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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1926
MRA Advisory Group
New Jersey
– -$201K -1,533 Closed
PS
1927
Planned Solutions
California
– -$153K -1,166 Closed
RIM
1928
Rockbridge Investment Management
New York
– -$131K -1,000 Closed
A
1929
AJOVista
Massachusetts
– -$122K -930 Closed
AP
1930
Arlington Partners
Alabama
– -$118K -899 Closed
AWM
1931
Able Wealth Management
New Jersey
– -$108K -826 Closed
DAC
1932
Dividend Assets Capital
South Carolina
– -$85K -650 Closed
TCWA
1933
Turtle Creek Wealth Advisors
Texas
– -$58.3K -445 Closed
AIMA
1934
Ables Iannone Moore & Associates
Georgia
– -$55.2K -422 Closed
PG
1935
Proffitt & Goodson
Tennessee
– -$52.4K -400 Closed
MSWM
1936
McGlone Suttner Wealth Management
Wisconsin
– -$46.4K -354 Closed
RCM
1937
Richardson Capital Management
Wisconsin
– -$39.3K -300 Closed
BCM
1938
Bourgeon Capital Management
Connecticut
– -$28.3K -216 Closed
NFA
1939
Northwest Financial Advisors
Virginia
– -$25K -191 Closed
RFA
1940
Resurgent Financial Advisors
Georgia
– -$22.5K -172 Closed
MCM
1941
MidAtlantic Capital Management
Virginia
– -$15.2K -116 Closed
SFCL
1942
Strengthening Families & Communities LLC
Massachusetts
– -$10.9K -83 Closed
LIWM
1943
Long Island Wealth Management
New York
– -$10K -79 Closed
AEPWM
1944
Atlantic Edge Private Wealth Management
Florida
– -$6.55K -50 Closed
JAM
1945
JCIC Asset Management
Ontario, Canada
– -$6.55K -50 Closed
UOTTAIMCU
1946
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$5.24K -40 Closed
EC
1947
EdgeRock Capital
Colorado
– -$2.76K -22 Closed
MFT
1948
Moisand Fitzgerald Tamayo
Florida
– -$2.84K -22 Closed
LPP
1949
Life Planning Partners
Florida
– -$2.49K -19 Closed
CTB
1950
Country Trust Bank
Illinois
– -$2.36K -18 Closed
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