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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
476
B. Riley Wealth Management
Tennessee
$354K +$336K +9,301 New
AWA
477
Acorn Wealth Advisors
Michigan
$352K +$12.9K +358 +3%
FPFS
478
First Personal Financial Services
North Carolina
$345K -$92.1K -2,550 -22%
KFC
479
Klingenstein Fields & Co
New York
$343K -$778K -21,530 -71%
GCC
480
Game Creek Capital
Massachusetts
$343K -$397K -11,000 -55%
S
481
SignatureFD
Georgia
$343K +$7.22K +200 +2%
BAM
482
Brave Asset Management
New Jersey
$343K +$325K +9,000 New
RCG
483
Ruggie Capital Group
Florida
$342K +$903 +25 +0.3%
LCC
484
Lincoln Capital Corp
Rhode Island
$339K +$322K +8,900 New
FTIOP
485
Fiduciary Trust International of Pennsylvania
Pennsylvania
$338K
DWA
486
Douglass Winthrop Advisors
New York
$335K -$26.7K -739 -8%
WAM
487
Wealthspire Advisors (Maryland)
Maryland
$333K -$3.21K -89 -1%
AFP
488
Ausdal Financial Partners
Iowa
$331K -$42.5K -1,176 -12%
SFS
489
Sowell Financial Services
Arkansas
$331K +$314K +8,699 New
CWA
490
Clarus Wealth Advisors
Arizona
$325K +$198K +5,487 +180%
HNB
491
Huntington National Bank
Ohio
$324K -$25.8K -714 -8%
DAC
492
Dividend Assets Capital
South Carolina
$324K
OWD
493
Osborn Williams & Donohoe
Ohio
$324K
BRC
494
Bell Rock Capital
Delaware
$324K +$145K +4,000 +89%
GRP
495
Global Retirement Partners
California
$323K -$95.3K -2,637 -24%
SAM
496
Security Asset Management
New York
$319K
HFA
497
High Falls Advisors
New York
$318K
KWM
498
Kingsview Wealth Management
Oregon
$318K +$1.26K +35 +0.4%
DWM
499
Dakota Wealth Management
Florida
$317K +$1.41K +39 +0.5%
Cerity Partners
500
Cerity Partners
New York
$316K -$6.97K -193 -2%