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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
451
Jackson Wealth Management
Florida
$5.41M +$330K +2,644 +7%
GWM
452
Greenwich Wealth Management
Connecticut
$5.35M
HW
453
Hedeker Wealth
Illinois
$5.33M +$135K +1,077 +3%
LSAG
454
Lake Street Advisors Group
New Hampshire
$5.31M +$66.4K +532 +1%
IEFM
455
IQ EQ Fund Management
Ireland
$5.26M
CS
456
Candriam SCA
Luxembourg
$5.26M +$201K +1,613 +4%
PFPT
457
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.19M -$23.6K -189 -0.5%
SW
458
SteelPeak Wealth
California
$5.16M -$27K -216 -0.5%
OSNBOA
459
Old Second National Bank of Aurora
Illinois
$5.13M +$405K +3,244 +9%
CA
460
Clearstead Advisors
Ohio
$5.11M +$214K +1,713 +4%
SP
461
Stablepoint Partners
Massachusetts
$5.08M +$725K +5,802 +18%
Wealthfront Advisers
462
Wealthfront Advisers
California
$5.07M +$229K +1,832 +5%
GMA
463
Glassy Mountain Advisors
Maryland
$5.05M +$1.53M +12,279 +47%
EA
464
Ellsworth Advisors
Ohio
$5.05M +$137K +1,098 +3%
HIA
465
Harbor Investment Advisory
Maryland
$5.04M -$11.5K -92 -0.2%
WC
466
Waterloo Capital
Texas
$5.02M +$484K +3,872 +11%
RSS
467
Rosenblum Silverman Sutton
California
$5M -$85.5K -685 -2%
GL
468
Graypoint LLC
New York
$5M +$43.8K +351 +0.9%
IR
469
IAT Reinsurance
New York
$4.99M
LSPW
470
Lake Street Private Wealth
Illinois
$4.99M +$260K +2,080 +6%
RWM
471
Rockline Wealth Management
New York
$4.98M +$709K +5,679 +18%
BFA
472
Bill Few Associates
Pennsylvania
$4.97M -$45.6K -365 -1%
LWA
473
Lantern Wealth Advisors
New York
$4.97M +$103K +822 +2%
HCM
474
Howland Capital Management
Massachusetts
$4.96M +$406K +3,251 +9%
NG
475
NWK Group
California
$4.95M +$4.71M +37,712 New