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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
2201
Symphony Financial
Texas
– -$245K -1,349 Closed
SPI
2202
Sutton Place Investors
New York
– -$232K -1,347 Closed
WDG
2203
Wealth Dimensions Group
Ohio
– -$232K -1,347 Closed
SFI
2204
SPC Financial Inc
Maryland
– -$232K -1,344 Closed
LCWP
2205
Legacy Capital Wealth Partners
Arkansas
– -$230K -1,336 Closed
WCG
2206
Weaver Consulting Group
California
– -$230K -1,336 Closed
AWM
2207
Aries Wealth Management
Maine
– -$230K -1,333 Closed
SWA
2208
Serenus Wealth Advisors
California
– -$229K -1,329 Closed
EAM
2209
Everstar Asset Management
North Carolina
– -$228K -1,321 Closed
WI
2210
Wedgewood Investors
Pennsylvania
– -$228K -1,320 Closed
TAM
2211
Taurus Asset Management
New York
– -$227K -1,315 Closed
PWG
2212
Portside Wealth Group
Utah
– -$226K -1,310 Closed
VAMG
2213
Voisard Asset Management Group
Michigan
– -$226K -1,310 Closed
CWP
2214
CFM Wealth Partners
Texas
– -$225K -1,307 Closed
ACS
2215
Archford Capital Strategies
Illinois
– -$224K -1,301 Closed
WWG
2216
West Wealth Group
California
– -$224K -1,301 Closed
WRM
2217
Weybosset Research & Management
Rhode Island
– -$224K -1,299 Closed
SH
2218
SLT Holdings
Arizona
– -$223K -1,294 Closed
CPWM
2219
Cypress Point Wealth Management
Texas
– -$222K -1,290 Closed
BFG
2220
Baron Financial Group
New Jersey
– -$220K -1,275 Closed
BFG
2221
Bouchey Financial Group
New York
– -$219K -1,271 Closed
MCWA
2222
Meadow Creek Wealth Advisors
Georgia
– -$218K -1,262 Closed
AT
2223
American Trust
Kentucky
– -$217K -1,261 Closed
EFA
2224
Evernest Financial Advisors
Indiana
– -$217K -1,261 Closed
SIC
2225
Sage Investment Counsel
Tennessee
– -$216K -1,251 Closed
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89
90 91