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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
2276
Summit X LLC
Missouri
– -$376K -2,516 Closed
HG
2277
Herbst Group
Connecticut
– -$361K -2,415 Closed
SFG
2278
Sather Financial Group
Texas
– -$359K -2,401 Closed
CFG
2279
Copley Financial Group
California
– -$358K -2,391 Closed
IC
2280
Iconiq Capital
California
– -$345K -2,307 Closed
CC
2281
Corton Capital
Ontario, Canada
– -$327K -2,185 Closed
WTB
2282
Washington Trust Bank
Washington
– -$322K -2,155 Closed
RRA
2283
Round Rock Advisors
Connecticut
– -$300K -2,008 Closed
VSQM
2284
V-Square Quantitative Management
Illinois
– -$296K -1,981 Closed
EFH
2285
Eaton Financial Holdings
Florida
– -$273K -1,827 Closed
AC
2286
ASB Consultores
Florida
– -$254K -1,695 Closed
PPWM
2287
PFG Private Wealth Management
Florida
– -$249K -1,667 Closed
BAM
2288
Blueshift Asset Management
New Jersey
– -$236K -1,575 Closed
CIS
2289
Connors Investor Services
Pennsylvania
– -$224K -1,500 Closed
LWM
2290
Lakeridge Wealth Management
Ohio
– -$221K -1,479 Closed
SW
2291
SMART Wealth
Nebraska
– -$214K -1,431 Closed
SWM
2292
Shepherd Wealth Management
Ohio
– -$221K -1,300 Closed
WWG
2293
West Wealth Group
California
– -$203K -1,196 Closed
AWM
2294
Atticus Wealth Management
Florida
– -$150K -1,006 Closed
GM
2295
GeoWealth Management
Illinois
– -$147K -980 Closed
NC
2296
NewSquare Capital
Pennsylvania
– -$116K -778 Closed
RAM
2297
Riggs Asset Management
Pennsylvania
– -$101K -674 Closed
BCMLT
2298
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$93.8K -627 Closed
TSMHT
2299
Thurston Springer Miller Herd & Titak
Indiana
– -$72.9K -487 Closed
MWM
2300
MorganRosel Wealth Management
Colorado
– -$54.4K -364 Closed
89 90 91
92
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