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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
501
Retirement Planning Company of New England
Rhode Island
$2.3M +$171K +1,983 +7%
FM
502
Family Management
New York
$2.3M -$155K -1,792 -5%
AWE
503
Avidian Wealth Enterprises
Texas
$2.28M +$708K +8,193 +36%
TPA
504
Trivium Point Advisory
Connecticut
$2.27M +$83.5K +967 +3%
1SB
505
1ST Source Bank
Indiana
$2.27M +$68.2K +790 +3%
GLA
506
Good Life Advisors
Pennsylvania
$2.27M -$47.8K -554 -2%
SCA
507
Snowden Capital Advisors
New York
$2.26M +$17.2K +199 +0.7%
CB
508
Commerce Bank
Missouri
$2.25M -$365K -4,223 -12%
CMANY
509
Capital Management Associates (New York)
New York
$2.25M -$64.7K -749 -2%
GVAG
510
Great Valley Advisor Group
Delaware
$2.25M -$31.6K -366 -1%
FIA
511
Foundations Investment Advisors
Arizona
$2.23M +$1.7M +19,642 +189%
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$2.23M -$177K -2,051 -6%
CPA
513
Capital Planning Advisors
California
$2.22M +$108K +1,256 +4%
NEI
514
Northwest & Ethical Investments
Ontario, Canada
$2.21M -$693K -8,027 -21%
GMA
515
Glassy Mountain Advisors
Maryland
$2.2M +$2.56M +29,696 New
CWM
516
Congress Wealth Management
Massachusetts
$2.2M -$169K -1,961 -6%
BFS
517
Bard Financial Services
Connecticut
$2.2M +$153K +1,775 +6%
CG
518
Colony Group
Massachusetts
$2.19M +$1.24M +14,378 +95%
WE
519
Wealth Effects
Massachusetts
$2.19M -$706K -8,179 -22%
RFA
520
Register Financial Advisors
Georgia
$2.14M +$2.5M +28,903 New
SWM
521
Sculati Wealth Management
Michigan
$2.14M +$260K +3,012 +12%
MMA
522
Miracle Mile Advisors
California
$2.14M +$63.9K +740 +3%
AG
523
Ascent Group
Virginia
$2.13M -$122K -1,415 -5%
BMSSC
524
B. Metzler seel. Sohn & Co
Germany
$2.12M -$1.47M -17,048 -37%
BPC
525
Banque Pictet & Cie
Switzerland
$2.11M -$7.33M -84,929 -75%