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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
2301
Pathfinder Wealth Consulting
North Carolina
– -$249K -1,614 Closed
HFA
2302
Highland Financial Advisors
New Jersey
– -$249K -1,613 Closed
PFA
2303
Pathway Financial Advisers
Indiana
– -$247K -1,600 Closed
CAG
2304
Centerpoint Advisory Group
Kansas
– -$246K -1,597 Closed
SIA
2305
Serenity Investment Advisors
Illinois
– -$248K -1,594 Closed
LF
2306
Lee Financial
Texas
– -$246K -1,593 Closed
BFIC
2307
Bedell Frazier Investment Counselling
California
– -$244K -1,585 Closed
BFWM
2308
Bright Futures Wealth Management
New York
– -$244K -1,583 Closed
LBC
2309
Leigh Baldwin & Co
New York
– -$244K -1,582 Closed
SCM
2310
Stevens Capital Management
Pennsylvania
– -$244K -1,580 Closed
GPA
2311
Garrison Point Advisors
California
– -$243K -1,577 Closed
KCP
2312
Kera Capital Partners
California
– -$225K -1,577 Closed
DPI
2313
Diversified Portfolios Inc
Michigan
– -$242K -1,573 Closed
NWMG
2314
National Wealth Management Group
Ohio
– -$242K -1,573 Closed
AAIM
2315
Asset Advisors Investment Management
Georgia
– -$242K -1,570 Closed
LCM
2316
Lazari Capital Management
California
– -$241K -1,566 Closed
VHAM
2317
Van Hulzen Asset Management
California
– -$241K -1,562 Closed
NA
2318
Nautilus Advisors
California
– -$241K -1,561 Closed
FFA
2319
First Foundation Advisors
California
– -$240K -1,560 Closed
PCM
2320
Princeton Capital Management
New Jersey
– -$240K -1,560 Closed
BC
2321
Burney Company
Virginia
– -$240K -1,559 Closed
NAG
2322
Northstar Advisory Group
New Jersey
– -$240K -1,559 Closed
TF
2323
Trek Financial
Arizona
– -$240K -1,558 Closed
CCA
2324
Childress Capital Advisors
Texas
– -$240K -1,557 Closed
CWM
2325
Chesapeake Wealth Management
Virginia
– -$240K -1,555 Closed
91 92
93
94 95