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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
501
Sowell Financial Services
Arkansas
$337K +$33.7K +1,009 +12%
TW
502
TrinityPoint Wealth
Connecticut
$336K
SAM
503
Seelaus Asset Management
New Jersey
$336K +$320K +9,600 New
GRP
504
Global Retirement Partners
California
$334K +$1K +30 +0.3%
SWMG
505
Strategic Wealth Management Group
Maryland
$332K -$22.2K -664 -7%
BCA
506
Bay Colony Advisors
Massachusetts
$332K
MSFP
507
Mark Sheptoff Financial Planning
Connecticut
$332K
FANJ
508
Financial Architects (New Jersey)
New Jersey
$330K -$34.8K -1,044 -10%
MMG
509
Monetary Management Group
Missouri
$329K
AFP
510
Ausdal Financial Partners
Iowa
$328K +$313K +9,376 New
V
511
Veritable
Delaware
$327K
COI
512
Capital One Investing
Virginia
$327K +$80.1K +2,400 +34%
RMDI
513
R.M. Davis Inc
Maine
$325K -$33.4K -1,000 -10%
AWA
514
Acorn Wealth Advisors
Michigan
$321K -$57.4K -1,721 -16%
SMFS
515
Squar Milner Financial Services
California
$320K
FHC
516
First Heartland Consultants
Missouri
$320K +$38.4K +1,150 +14%
CFB
517
Cullen/Frost Bankers
Texas
$320K +$306K +9,162 New
LCC
518
Lincoln Capital Corp
Rhode Island
$316K +$302K +9,048 New
Macquarie Group
519
Macquarie Group
Australia
$315K -$1.51M -45,371 -83%
CCT
520
Capital City Trust
Florida
$311K
SIA
521
Sit Investment Associates
Minnesota
$311K
HH
522
Hilltop Holdings
Texas
$310K -$1.44K -43 -0.5%
IWM
523
IHT Wealth Management
Illinois
$309K +$295K +8,845 New
ED
524
Exane Derivatives
France
$306K +$292K +8,757 New
AAS
525
Avantax Advisory Services
Texas
$305K +$1.27K +38 +0.4%