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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
526
Glen Eagle Advisors
New Jersey
$233K +$209K +5,235 New
EM
527
ELCO Management
New York
$231K +$207K +5,200 New
VWM
528
Valley Wealth Managers
New Jersey
$228K -$243K -6,100 -54%
LA
529
LexAurum Advisors
Kansas
$227K +$204K +5,104 New
ATIA
530
American Trust Investment Advisors
New Hampshire
$227K +$204K +5,105 New
JCM
531
Jacobi Capital Management
Pennsylvania
$226K +$21.3K +533 +12%
NDSI
532
Newman Dignan & Sheerar Inc
Rhode Island
$226K +$203K +5,085 New
AWS
533
AJ Wealth Strategies
New York
$223K -$207K -5,191 -51%
FFA
534
First Foundation Advisors
California
$222K +$199K +5,000 New
EFSCE
535
Enterprise Financial Services Corp (EFSC)
Missouri
$220K +$197K +4,949 New
SMFS
536
Squar Milner Financial Services
California
$219K -$169K -4,250 -46%
AA
537
AlphaMark Advisors
Kentucky
$217K +$5.78K +145 +3%
BIA
538
BHK Investment Advisors
Alabama
$213K +$191K +4,800 New
WF
539
Welch & Forbes
Massachusetts
$209K +$187K +4,700 New
WA
540
WealthTrust Axiom
Pennsylvania
$208K +$187K +4,700 New
IF
541
IRON Financial
Illinois
$208K +$237K +5,935 New
APP
542
Avantax Planning Partners
Iowa
$206K +$177K +4,449 New
Fisher Asset Management
543
Fisher Asset Management
Washington
$206K +$185K +4,639 New
WT
544
Washington Trust
Rhode Island
$206K +$185K +4,650 New
KC
545
Kingfisher Capital
North Carolina
$204K +$183K +4,593 New
SCM
546
Southport Capital Management
Tennessee
$204K +$183K +4,600 New
LC
547
Lindbrook Capital
California
$202K +$102K +2,562 +128%
CFD
548
Creative Financial Designs
Indiana
$189K -$16.9K -425 -9%
QFA
549
Quattro Financial Advisors
Texas
$188K +$165K +4,140 New
RWA
550
Ropes Wealth Advisors
Massachusetts
$182K +$79.8K +2,000 +95%