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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2301
Callahan Advisors
Texas
– -$252K -1,635 Closed
CFG
2302
Carr Financial Group
Massachusetts
– -$251K -1,630 Closed
AFWM
2303
Arta Finance Wealth Management
California
– -$250K -1,622 Closed
FWM
2304
FFT Wealth Management
Pennsylvania
– -$249K -1,618 Closed
PWC
2305
Pathfinder Wealth Consulting
North Carolina
– -$249K -1,614 Closed
HFA
2306
Highland Financial Advisors
New Jersey
– -$249K -1,613 Closed
PFA
2307
Pathway Financial Advisers
Indiana
– -$247K -1,600 Closed
CAG
2308
Centerpoint Advisory Group
Kansas
– -$246K -1,597 Closed
SIA
2309
Serenity Investment Advisors
Illinois
– -$248K -1,594 Closed
LF
2310
Lee Financial
Texas
– -$246K -1,593 Closed
BFIC
2311
Bedell Frazier Investment Counselling
California
– -$244K -1,585 Closed
BFWM
2312
Bright Futures Wealth Management
New York
– -$244K -1,583 Closed
LBC
2313
Leigh Baldwin & Co
New York
– -$244K -1,582 Closed
SCM
2314
Stevens Capital Management
Pennsylvania
– -$244K -1,580 Closed
GPA
2315
Garrison Point Advisors
California
– -$243K -1,577 Closed
KCP
2316
Kera Capital Partners
California
– -$225K -1,577 Closed
DPI
2317
Diversified Portfolios Inc
Michigan
– -$242K -1,573 Closed
NWMG
2318
National Wealth Management Group
Ohio
– -$242K -1,573 Closed
AAIM
2319
Asset Advisors Investment Management
Georgia
– -$242K -1,570 Closed
LCM
2320
Lazari Capital Management
California
– -$241K -1,566 Closed
VHAM
2321
Van Hulzen Asset Management
California
– -$241K -1,562 Closed
NA
2322
Nautilus Advisors
California
– -$241K -1,561 Closed
FFA
2323
First Foundation Advisors
California
– -$240K -1,560 Closed
PCM
2324
Princeton Capital Management
New Jersey
– -$240K -1,560 Closed
BC
2325
Burney Company
Virginia
– -$240K -1,559 Closed
91 92
93
94 95