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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
2226
Terra Nova Asset Management
New York
– -$454K -2,943 Closed
CG
2227
Cynosure Group
Utah
– -$451K -2,928 Closed
BCM
2228
Bourgeon Capital Management
Connecticut
– -$439K -2,851 Closed
SIA
2229
Strategic Investment Advisors
Michigan
– -$435K -2,823 Closed
PP
2230
PDS Planning
Ohio
– -$420K -2,728 Closed
TPA
2231
Trivium Point Advisory
Connecticut
– -$418K -2,713 Closed
SAA
2232
Southeast Asset Advisors
Georgia
– -$417K -2,704 Closed
1C
2233
111 Capital
France
– -$414K -2,684 Closed
ASC
2234
Atalanta Sosnoff Capital
New York
– -$407K -2,641 Closed
MAC
2235
Mason & Associates (California)
California
– -$393K -2,548 Closed
DE
2236
Diversified Enterprises
Delaware
– -$391K -2,537 Closed
LB
2237
Legacy Bridge
Iowa
– -$391K -2,535 Closed
EGWAG
2238
Elwood & Goetz Wealth Advisory Group
Georgia
– -$377K -2,443 Closed
NC
2239
nVerses Capital
Florida
– -$374K -2,427 Closed
TWA
2240
Tandem Wealth Advisors
Arizona
– -$372K -2,411 Closed
TWM
2241
TCFG Wealth Management
California
– -$372K -2,411 Closed
BWM
2242
BCS Wealth Management
Tennessee
– -$363K -2,352 Closed
AP
2243
Advisortrust Partners
North Carolina
– -$356K -2,312 Closed
ALA
2244
Atlas Legacy Advisors
California
– -$350K -2,272 Closed
WFI
2245
West Family Investments
California
– -$350K -2,272 Closed
LJAC
2246
L.J. Altfest & Co
New York
– -$334K -2,167 Closed
SIM
2247
Sentry Investment Management
Wisconsin
– -$333K -2,160 Closed
TCM
2248
Traynor Capital Management
Pennsylvania
– -$332K -2,151 Closed
PCA
2249
Peddock Capital Advisors
Massachusetts
– -$325K -2,111 Closed
A
2250
AlphaQuest
New York
– -$321K -2,081 Closed
88 89
90
91 92