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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
451
Boston Financial Management
Massachusetts
$1.79M +$134K +2,300 +9%
CBB
452
Citizens Business Bank
California
$1.78M
CFGS
453
Concourse Financial Group Securities
Alabama
$1.78M +$158K +2,707 +11%
BCM
454
Bluefin Capital Management
New York
$1.76M +$1.58M +27,217 New
MIC
455
Means Investment Company
Maine
$1.75M +$196K +3,372 +16%
AWM
456
Avitas Wealth Management
California
$1.75M +$1.57M +26,987 New
GKWIM
457
Gerber Kawasaki Wealth & Investment Management
California
$1.74M -$689K -11,828 -31%
VFA
458
Voya Financial Advisors
Connecticut
$1.74M -$119K -2,040 -7%
ECA
459
Elevated Capital Advisors
Utah
$1.73M -$106K -1,824 -6%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$1.71M
N
461
Natixis
France
$1.71M +$1.15M +19,717 +299%
GWM
462
Geneos Wealth Management
Colorado
$1.7M +$508K +8,724 +45%
OLA
463
Oliver Luxxe Assets
New Jersey
$1.7M +$30K +516 +2%
P
464
&Partners
Tennessee
$1.69M -$19.2K -330 -1%
KWM
465
Kingsview Wealth Management
Oregon
$1.69M +$137K +2,357 +10%
TPA
466
Trivium Point Advisory
Connecticut
$1.68M -$4.37K -75 -0.3%
AFM
467
Abbot Financial Management
Massachusetts
$1.68M +$1.34K +23 +0.1%
PCM
468
Poehling Capital Management
Wisconsin
$1.67M -$2.62K -45 -0.2%
PM
469
Penbrook Management
New York
$1.67M
GPFA
470
Game Plan Financial Advisors
Ohio
$1.67M +$179K +3,070 +14%
PAS
471
Park Avenue Securities
New York
$1.67M +$26.8K +461 +2%
CCM
472
Conway Capital Management
California
$1.65M +$1.49M +25,510 New
BAM
473
Berkshire Asset Management
Pennsylvania
$1.64M +$938K +16,113 +174%
1SB
474
1ST Source Bank
Indiana
$1.64M +$27.7K +475 +2%
GT
475
Glenmede Trust
Pennsylvania
$1.63M -$51.2K -879 -3%