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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2226
CV Advisors
Florida
– -$517K -3,351 Closed
ACM
2227
Absolute Capital Management
Pennsylvania
– -$510K -3,307 Closed
LWP
2228
LeClair Wealth Partners
Ohio
– -$502K -3,258 Closed
SMA
2229
Seven Mile Advisory
New Jersey
– -$473K -3,067 Closed
TNAM
2230
Terra Nova Asset Management
New York
– -$454K -2,943 Closed
CG
2231
Cynosure Group
Utah
– -$451K -2,928 Closed
BCM
2232
Bourgeon Capital Management
Connecticut
– -$439K -2,851 Closed
SIA
2233
Strategic Investment Advisors
Michigan
– -$435K -2,823 Closed
PP
2234
PDS Planning
Ohio
– -$420K -2,728 Closed
TPA
2235
Trivium Point Advisory
Connecticut
– -$418K -2,713 Closed
SAA
2236
Southeast Asset Advisors
Georgia
– -$417K -2,704 Closed
1C
2237
111 Capital
France
– -$414K -2,684 Closed
ASC
2238
Atalanta Sosnoff Capital
New York
– -$407K -2,641 Closed
MAC
2239
Mason & Associates (California)
California
– -$393K -2,548 Closed
DE
2240
Diversified Enterprises
Delaware
– -$391K -2,537 Closed
LB
2241
Legacy Bridge
Iowa
– -$391K -2,535 Closed
EGWAG
2242
Elwood & Goetz Wealth Advisory Group
Georgia
– -$377K -2,443 Closed
NC
2243
nVerses Capital
Florida
– -$374K -2,427 Closed
TWA
2244
Tandem Wealth Advisors
Arizona
– -$372K -2,411 Closed
TWM
2245
TCFG Wealth Management
California
– -$372K -2,411 Closed
BWM
2246
BCS Wealth Management
Tennessee
– -$363K -2,352 Closed
AP
2247
Advisortrust Partners
North Carolina
– -$356K -2,312 Closed
ALA
2248
Atlas Legacy Advisors
California
– -$350K -2,272 Closed
WFI
2249
West Family Investments
California
– -$350K -2,272 Closed
LJAC
2250
L.J. Altfest & Co
New York
– -$334K -2,167 Closed
88 89
90
91 92