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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1926
Bouchey Financial Group
New York
$219K +$219K +1,279 New
GDP
1927
Great Diamond Partners
Maine
$218K +$218K +1,275 New
FI
1928
Finivi Inc
Massachusetts
$218K +$219K +1,276 New
BFG
1929
Baron Financial Group
New Jersey
$218K +$218K +1,275 New
TMWM
1930
Taylor & Morgan Wealth Management
Michigan
$217K +$217K +1,268 New
SFC
1931
Sprinkle Financial Consultants
Colorado
$216K +$217K +1,266 New
DCBT
1932
Dakota Community Bank & Trust
North Dakota
$215K +$10.1K +59 +5%
EFG
1933
Ethos Financial Group
Pennsylvania
$215K +$216K +1,259 New
WPW
1934
Watershed Private Wealth
Illinois
$214K +$214K +1,251 New
CSB
1935
City State Bank
Iowa
$213K -$21.4K -125 -9%
CP
1936
Canopy Partners
Ohio
$213K +$16.8K +98 +9%
BEW
1937
Burton Enright Welch
California
$213K +$213K +1,246 New
SH
1938
SLT Holdings
Arizona
$212K +$213K +1,242 New
LCM
1939
LVM Capital Management
Michigan
$212K +$213K +1,243 New
ZIC
1940
ZWJ Investment Counsel
Georgia
$212K -$68.5K -400 -24%
WCA
1941
Whetstone Capital Advisors
Kansas
$211K +$212K +1,235 New
WPWM
1942
Western Pacific Wealth Management
Illinois
$211K – – –
APW
1943
Austin Private Wealth
Texas
$210K +$211K +1,230 New
GSWM
1944
Greenup Street Wealth Management
Michigan
$210K +$211K +1,229 New
MMPW
1945
Mitchell McLeod Pugh & Williams
Alabama
$209K – – –
CC
1946
Cultivar Capital
Texas
$208K +$209K +1,220 New
PGA
1947
Portland Global Advisors
Maine
$208K +$209K +1,217 New
DA
1948
Detalus Advisors
Missouri
$207K +$208K +1,214 New
SIC
1949
Sage Investment Counsel
Tennessee
$207K +$208K +1,214 New
LSIA
1950
LaSalle St. Investment Advisors
Illinois
$206K +$207K +1,211 New
76 77
78
79 80