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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
576
Lido Advisors
California
$201K +$191K +5,295 New
HB
577
Homrich & Berg
Georgia
$200K +$190K +5,260 New
WB
578
Webster Bank
Connecticut
$194K +$10.6K +294 +6%
C
579
Cerebellum
California
$188K +$178K +4,939 New
CFD
580
Creative Financial Designs
Indiana
$186K +$19.9K +550 +13%
CFA
581
Camarda Financial Advisors
Florida
$185K +$2.53K +70 +1%
AA
582
AlphaMark Advisors
Kentucky
$181K +$12.6K +350 +8%
VFA
583
Valeo Financial Advisors
Indiana
$179K +$6.58K +182 +3%
ACS
584
Archford Capital Strategies
Illinois
$178K
SCM
585
Southport Capital Management
Tennessee
$175K +$166K +4,600 New
CAPTRUST Financial Advisors
586
CAPTRUST Financial Advisors
North Carolina
$172K
QAM
587
QCI Asset Management
New York
$171K +$145K +4,000 +800%
APP
588
Avantax Planning Partners
Iowa
$159K +$151K +4,187 New
GWS
589
Glassman Wealth Services
Virginia
$149K -$36.3K -1,004 -20%
QCIG
590
Quad-Cities Investment Group
Iowa
$147K +$650 +18 +0.5%
ATC
591
Adirondack Trust Company
New York
$145K -$903 -25 -0.7%
BAM
592
Bruderman Asset Management
New York
$144K +$108 +3 +0.1%
WAP
593
Wealthcare Advisory Partners
Pennsylvania
$129K -$40.9K -1,131 -25%
CBT
594
Capital Bank & Trust
California
$126K
AIM
595
Advantage Investment Management
Iowa
$122K
CAGAS
596
Capital Advisory Group Advisory Services
Minnesota
$116K -$5.46K -151 -5%
HFM
597
Harvest Fund Management
China
$115K +$109K +3,029 New
CH
598
Canton Hathaway
Rhode Island
$114K +$108K +3,000 New
LF
599
Lee Financial
Texas
$112K -$376K -10,421 -78%
YWP
600
YorkBridge Wealth Partners
New York
$111K -$72.3K -2,000 -41%