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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1951
Pinnacle Bancorp
Nebraska
$55.9K – – –
CDDEC
1952
Caisse Des Depots Et Consignations
France
$55.4K -$183K -1,125 -74%
FWM
1953
FSA Wealth Management
Massachusetts
$53.1K – – –
RTC
1954
Riverview Trust Company
Washington
$51.3K -$1.95K -12 -3%
AA
1955
Addison Advisors
Vermont
$51K – – –
WCM
1956
WealthTrak Capital Management
Virginia
$51K +$1.62K +10 +3%
BFPW
1957
BOK Financial Private Wealth
Colorado
$50.6K -$2.44K -15 -4%
CNBTD
1958
Citizens National Bank Trust Department
Mississippi
$49.2K – – –
AWM
1959
AllSquare Wealth Management
New York
$48.4K – – –
SFGP
1960
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$47.9K +$8.77K +54 +19%
NRG
1961
Nemes Rush Group
Michigan
$46.8K +$162 +1 +0.3%
SCM
1962
Silvant Capital Management
Georgia
$44K – – –
CVM
1963
Cheviot Value Management
California
$43.7K +$52.1K +321 New
DFA
1964
DHJJ Financial Advisors
Illinois
$43.6K – – –
OAJ
1965
Ogorek Anthony Joseph
New York
$42K +$14.9K +92 +43%
RF
1966
Rossby Financial
Florida
$40.8K +$49.8K +307 New
SCB
1967
Saudi Central Bank
Saudi Arabia
$39.7K +$46.1K +284 New
WB
1968
Webster Bank
Connecticut
$39.4K – – –
WA
1969
WPG Advisers
Maryland
$39.1K -$59.7K -368 -57%
FAM
1970
Flaharty Asset Management
Florida
$39K +$45.3K +279 New
EPIMS
1971
Evelyn Partners Investment Management Services
$38.9K – – –
WAM
1972
WFA Asset Management
Wisconsin
$38.1K +$47.1K +290 New
TFGT
1973
TS Financial Group (TSFG)
Illinois
$38K – – –
WTFG
1974
Wood Tarver Financial Group
Idaho
$37.9K – – –
WF
1975
Wayfinding Financial
Washington
$36K +$42.7K +263 New
77 78
79
80 81