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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ES
1926
Eagle Strategies
New York
– -$304K -2,317 Closed
SMA
1927
Seven Mile Advisory
New Jersey
– -$302K -2,302 Closed
VAS
1928
Vestmark Advisory Solutions
Massachusetts
– -$288K -2,190 Closed
SA
1929
Strategic Advocates
Utah
– -$284K -2,159 Closed
BW
1930
BIP Wealth
Georgia
– -$282K -2,145 Closed
FTIS
1931
First Trust Investment Solutions
Florida
– -$265K -2,016 Closed
AP
1932
Adero Partners
California
– -$264K -2,010 Closed
MSFS
1933
Main Street Financial Solutions
Pennsylvania
– -$254K -1,935 Closed
TAM
1934
Titleist Asset Management
Texas
– -$247K -1,884 Closed
BTWM
1935
Baker Tilly Wealth Management
Wisconsin
– -$243K -1,849 Closed
TFA
1936
Teamwork Financial Advisors
Texas
– -$242K -1,840 Closed
MS
1937
Maven Securities
Jersey
– -$222K -1,808 Closed
CBFP
1938
Cedar Brook Financial Partners
Ohio
– -$236K -1,798 Closed
PWG
1939
Portside Wealth Group
Utah
– -$227K -1,731 Closed
KFA
1940
Kapstone Financial Advisors
Ohio
– -$225K -1,716 Closed
ACP
1941
Aveo Capital Partners
Colorado
– -$202K -1,708 Closed
MAA
1942
Mraz Amerine & Associates
California
– -$220K -1,675 Closed
SC
1943
Sepio Capital
Utah
– -$220K -1,675 Closed
PL
1944
Plancorp LLC
Missouri
– -$220K -1,673 Closed
CIC
1945
Carnegie Investment Counsel
Ohio
– -$219K -1,667 Closed
DWA
1946
Delap Wealth Advisory
Oregon
– -$210K -1,601 Closed
ML
1947
McAdam LLC
Pennsylvania
– -$210K -1,600 Closed
BBA
1948
Braun-Bostich & Associates
Pennsylvania
– -$210K -1,599 Closed
CWM
1949
Chesapeake Wealth Management
Virginia
– -$210K -1,595 Closed
CCP
1950
Clarity Capital Partners
California
– -$208K -1,585 Closed
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78
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