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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2251
Circle Wealth Management
New Jersey
– -$201K -1,164 Closed
UFF
2252
USA Financial Formulas
Michigan
– -$177K -1,024 Closed
GCS
2253
Gordian Capital (Singapore)
Singapore
– -$176K -1,020 Closed
VFIC
2254
Valley Forge Investment Consultants
Pennsylvania
– -$173K -1,004 Closed
RR
2255
Robotti Robert
– -$356K -717 Closed
VHAM
2256
Van Hulzen Asset Management
California
– -$121K -704 Closed
SAS
2257
Stelac Advisory Services
New York
– -$102K -592 Closed
IGAM
2258
iA Global Asset Management
Quebec, Canada
– -$88K -513 Closed
TCG
2259
Transcendent Capital Group
Oklahoma
– -$86.2K -500 Closed
CAS
2260
Coppell Advisory Solutions
Texas
– -$73.3K -426 Closed
RWM
2261
Ruedi Wealth Management
Illinois
– -$64.7K -375 Closed
OC
2262
Oarsman Capital
Wisconsin
– -$44.5K -258 Closed
RCM
2263
Raleigh Capital Management
North Carolina
– -$43.3K -251 Closed
KG
2264
Kieckhefer Group
Wisconsin
– -$38.8K -225 Closed
BWM
2265
Bernard Wealth Management
Michigan
– -$34.3K -199 Closed
FC
2266
Family CFO
California
– -$31.7K -184 Closed
CYG
2267
Clean Yield Group
Vermont
– -$20.7K -120 Closed
HI
2268
Hoey Investments
Pennsylvania
– -$17.2K -100 Closed
CPBTD
2269
Central Pacific Bank - Trust Division
Hawaii
– -$15.9K -92 Closed
CP
2270
Castleview Partners
Texas
– -$13.6K -78 Closed
FIA
2271
FPC Investment Advisory
California
– -$9.56K -54 Closed
BOJHT
2272
Bank of Jackson Hole Trust
Wyoming
– -$8.45K -49 Closed
TAM
2273
Tucker Asset Management
Colorado
– -$7.93K -46 Closed
CWP
2274
Clark Wealth Partners
Illinois
– -$6.9K -40 Closed
AIP
2275
Alexis Investment Partners
Texas
– -$5.17K -30 Closed
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