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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Hudock Inc
Pennsylvania
$62K -$89.6K -2,855 -60%
SWA
552
Sutton Wealth Advisors
Florida
$61.7K +$20.8K +664 +56%
HFM
553
Harvest Fund Management
China
$59K +$55.1K +1,757 New
MCIA
554
Mountain Capital Investment Advisors
Colorado
$56K +$52.5K +1,673 New
RCG
555
Ruggie Capital Group
Florida
$47K +$1.22K +39 +3%
BFEC
556
Benjamin F. Edwards & Company
Missouri
$46K +$4.89K +156 +13%
SAM
557
Shamrock Asset Management
Texas
$45K
TIM
558
Tortoise Investment Management
New York
$40K
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$37K
PA
560
Perennial Advisors
New York
$37K
RFWA
561
RPg Family Wealth Advisory
Massachusetts
$36.8K +$34.6K +1,102 New
AWMS
562
Advocacy Wealth Management Services
Georgia
$33K -$5.49K -175 -15%
GCM
563
Grisanti Capital Management
New York
$33K
HIIFS
564
Harel Insurance Investments & Financial Services
Israel
$33K
SQA
565
Simon Quick Advisors
New Jersey
$33K +$24.5K +782 +359%
SFSIG
566
San Francisco Sentry Investment Group
California
$33K +$31.4K +1,000 New
FC
567
Ferris Capital
Massachusetts
$32K +$30.3K +967 New
VWA
568
V Wealth Advisors
Kansas
$30K +$28.2K +900 New
MLFP
569
MPS Loria Financial Planners
Illinois
$29K +$28.7K +914 New
IPC
570
Independent Portfolio Consultants
Florida
$25K -$30.5K -972 -56%
EWM
571
Endurance Wealth Management
Rhode Island
$25K
FCB
572
First Command Bank
Texas
$25K
FCFS
573
First Command Financial Services
Texas
$25K
OC
574
Oakworth Capital
Alabama
$25K
AF
575
Arrow Financial
New York
$23K