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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Aevitas Wealth Management
Massachusetts
$54K +$53.3K +1,675 New
MCM
602
Manchester Capital Management
Vermont
$52K – – –
SAM
603
Shamrock Asset Management
Texas
$44K – – –
MYIA
604
Mount Yale Investment Advisors
Colorado
$41K – – –
BFEC
605
Benjamin F. Edwards & Company
Missouri
$38K -$47.7K -1,500 -56%
BWA
606
Burt Wealth Advisors
Maryland
$36K – – –
PA
607
Perennial Advisors
New York
$36K +$159 +5 +0.5%
Carson Wealth (CWM LLC)
608
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
MCM
609
Mainstay Capital Management
Michigan
$32K -$19.1K -600 -38%
AWMS
610
Advocacy Wealth Management Services
Georgia
$32K – – –
SFSIG
611
San Francisco Sentry Investment Group
California
$32K – – –
WTB
612
Washington Trust Bank
Washington
$32K – – –
PGA
613
Premia Global Advisors
Florida
$32K +$31.8K +1,000 New
GTAM
614
Global Trust Asset Management
Florida
$31K – – –
SIA
615
SeaBridge Investment Advisors
New Jersey
$29K – – –
TDC
616
Thompson Davis & Co
Virginia
$29K +$3.98K +125 +16%
AF
617
Arrow Financial
New York
$26K – – –
BFC
618
Bedel Financial Consulting
Indiana
$26K – – –
GBBWRPM
619
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K – – –
WWMSC
620
Wagner Wealth Management (South Carolina)
South Carolina
$23K – – –
WC
621
Whitney & Co
New York
$22K -$52.5K -1,650 -71%
CIM
622
Contravisory Investment Management
Massachusetts
$22K – – –
GI
623
Gradient Investments
Minnesota
$22K – – –
PCM
624
Princeton Capital Management
New Jersey
$22K – – –
UBS AM
625
UBS AM
Illinois
$21.2K +$7.61K +239 +57%