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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
WealthTrust-Arizona
Arizona
$45K +$15K +500 +50%
SAM
502
Shamrock Asset Management
Texas
$40K
RCG
503
Ruggie Capital Group
Florida
$40K +$632 +21 +2%
BFEC
504
Benjamin F. Edwards & Company
Missouri
$37K +$19.8K +659 +115%
TIM
505
Tortoise Investment Management
New York
$36K
SWA
506
Sutton Wealth Advisors
Florida
$35.2K +$14.6K +486 +69%
AWMS
507
Advocacy Wealth Management Services
Georgia
$35K -$9.02K -300 -20%
FMA
508
FNY Managed Accounts
New York
$35K +$36.1K +1,200 New
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$33K
PA
510
Perennial Advisors
New York
$33K
EWM
511
Edge Wealth Management
New York
$30K
GCM
512
Grisanti Capital Management
New York
$30K
RBC
513
Roble Belko & Company
Pennsylvania
$29K
HIIFS
514
Harel Insurance Investments & Financial Services
Israel
$29K +$30.1K +1,000 New
PFBT
515
Parkside Financial Bank & Trust
Missouri
$24K +$24.1K +800 New
FCB
516
First Command Bank
Texas
$22K
FCFS
517
First Command Financial Services
Texas
$22K
OC
518
Oakworth Capital
Alabama
$22K
EWM
519
Endurance Wealth Management
Rhode Island
$22K +$12K +400 +116%
WP
520
WealthPLAN Partners
Nebraska
$22K +$22.4K +746 New
AF
521
Arrow Financial
New York
$21K
TDC
522
Thompson Davis & Co
Virginia
$21K
LWCFA
523
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K -$12K -400 -39%
FCMT
524
Founders Capital Management (Texas)
Texas
$19K +$19.7K +655 New
CWM
525
Catamount Wealth Management
Connecticut
$18K