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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
2176
Capital Asset Advisory Services
Michigan
– -$275K -1,564 Closed
EFG
2177
Everhart Financial Group
Ohio
– -$268K -1,555 Closed
FCFC
2178
First Citizens Financial Corp
Iowa
– -$267K -1,550 Closed
BDL
2179
Bey-Douglas LLC
Georgia
– -$264K -1,530 Closed
BWM
2180
Birchcreek Wealth Management
Ohio
– -$262K -1,521 Closed
DWM
2181
Drive Wealth Management
Utah
– -$249K -1,444 Closed
LCM
2182
LVM Capital Management
Michigan
– -$249K -1,443 Closed
TMWM
2183
Taylor & Morgan Wealth Management
Michigan
– -$249K -1,442 Closed
JWM
2184
Jessup Wealth Management
Ohio
– -$248K -1,439 Closed
BSI
2185
Bennett Selby Investments
Maine
– -$246K -1,427 Closed
Weiss Asset Management
2186
Weiss Asset Management
Massachusetts
– -$244K -1,414 Closed
LSWP
2187
Liberty Square Wealth Partners
Pennsylvania
– -$233K -1,412 Closed
MAG
2188
Members Advisory Group
New York
– -$242K -1,401 Closed
BWA
2189
Blodgett Wealth Advisors
California
– -$241K -1,400 Closed
SPP
2190
Single Point Partners
Massachusetts
– -$241K -1,396 Closed
CRIG
2191
Charter Research & Investment Group
Connecticut
– -$239K -1,385 Closed
GG
2192
Greenwood Gearhart
Arkansas
– -$239K -1,385 Closed
MMPW
2193
Mitchell McLeod Pugh & Williams
Alabama
– -$238K -1,380 Closed
WAS
2194
Wealth Advisory Solutions
Indiana
– -$238K -1,380 Closed
EB
2195
Emprise Bank
Kansas
– -$237K -1,375 Closed
SC
2196
Sepio Capital
Utah
– -$237K -1,372 Closed
1WM
2197
1858 Wealth Management
Ohio
– -$235K -1,365 Closed
MIM
2198
MTM Investment Management
South Carolina
– -$234K -1,358 Closed
CWA
2199
Canvas Wealth Advisors
Kansas
– -$233K -1,352 Closed
RHIG
2200
R.H. Investment Group
Arizona
– -$233K -1,350 Closed
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