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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WG
476
Welch Group
Alabama
$2.02M +$1.14M +16,446 +154%
MWM
477
Meridian Wealth Management
Kentucky
$2.02M -$184K -2,665 -9%
EA
478
Ellsworth Advisors
Ohio
$2.02M +$207K +2,993 +12%
CW
479
CreativeOne Wealth
Kansas
$2.01M +$168K +2,438 +10%
SWM
480
Sculati Wealth Management
Michigan
$2.01M -$274K -3,963 -13%
CCM
481
Conway Capital Management
California
$1.96M +$58.8K +852 +3%
SIAP
482
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.95M +$101K +1,466 +6%
N
483
Natixis
France
$1.93M -$26.8K -388 -1%
SCA
484
Snowden Capital Advisors
New York
$1.93M +$252K +3,650 +16%
Parallax Volatility Advisers
485
Parallax Volatility Advisers
California
$1.93M -$7.27M -105,325 -80%
BWM
486
BigSur Wealth Management
Florida
$1.93M +$69K +1,000 +4%
MJB
487
Mark J. Bradley
$1.9M +$1.11M +16,135 +173%
SAS
488
Stelac Advisory Services
New York
$1.88M -$1.05M -15,139 -37%
MIC
489
Means Investment Company
Maine
$1.87M +$18.9K +274 +1%
KWM
490
Kingsview Wealth Management
Oregon
$1.86M -$91.4K -1,324 -5%
PM
491
Penbrook Management
New York
$1.85M -$69K -1,000 -4%
DI
492
Diligent Investors
California
$1.84M -$3.45K -50 -0.2%
PCM
493
Poehling Capital Management
Wisconsin
$1.83M -$88.9K -1,287 -5%
CGIM
494
Cannon Global Investment Management
Florida
$1.83M +$1.69M +24,500 New
1SB
495
1ST Source Bank
Indiana
$1.82M -$66.9K -969 -4%
MAFM
496
Mid Atlantic Financial Management
Pennsylvania
$1.82M +$83K +1,202 +5%
LSPW
497
Lake Street Private Wealth
Illinois
$1.81M +$291K +4,218 +21%
CIA
498
Compass Ion Advisors
Pennsylvania
$1.81M +$9.18K +133 +0.6%
SWA
499
Sutton Wealth Advisors
Florida
$1.8M +$9.87K +143 +0.6%
EFS
500
Essex Financial Services
Connecticut
$1.78M +$50.5K +731 +3%