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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
601
Stablepoint Partners
Massachusetts
$3.64M -$634K -4,871 -13%
NLP
602
Next Level Private
New York
$3.64M +$29.3K +225 +0.7%
CAU
603
Caxton Associates (UK)
$3.63M +$4.11M +31,604 New
SIAP
604
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.61M +$1.55M +11,937 +61%
1SB
605
1ST Source Bank
Indiana
$3.6M -$80.4K -618 -2%
RWB
606
RMR Wealth Builders
New Jersey
$3.6M +$1.19M +9,169 +41%
CA
607
Cornerstone Advisory
Maryland
$3.59M +$3.52M +27,088 +652%
IIM
608
Intact Investment Management
Quebec, Canada
$3.59M – – –
FEG
609
Financial Enhancement Group
Indiana
$3.58M +$1.03M +7,893 +40%
EAM
610
EULAV Asset Management
Florida
$3.56M – – –
CIA
611
Cohen Investment Advisors
New Hampshire
$3.56M +$97.7K +751 +2%
PWP
612
Private Wealth Partners
California
$3.54M +$374K +2,875 +10%
SDP
613
Sentinel Dome Partners
California
$3.52M -$1.04M -8,000 -21%
AMI
614
Amica Mutual Insurance
Rhode Island
$3.5M +$3.97M +30,484 New
S
615
SignatureFD
Georgia
$3.5M +$67.8K +521 +2%
BFG
616
Bleakley Financial Group
New Jersey
$3.5M +$507K +3,900 +15%
BLC
617
Brown, Lisle/Cummings
Rhode Island
$3.49M +$33.3K +256 +0.8%
CPA
618
Capital Planning Advisors
California
$3.48M -$171K -1,311 -4%
ALMGDA
619
AG2R La Mondiale Gestion d'Actifs
France
$3.48M +$112K +861 +3%
KI
620
KTF Investments
California
$3.48M -$150K -1,153 -4%
KWM
621
Koa Wealth Management
California
$3.47M +$983K +7,555 +33%
PIP
622
Philadelphia Investment Partners
New Jersey
$3.47M +$3.92M +30,138 New
CWP
623
Cyndeo Wealth Partners
Florida
$3.44M +$96.8K +744 +3%
RPCONE
624
Retirement Planning Company of New England
Rhode Island
$3.44M +$197K +1,515 +5%
WE
625
Wealth Effects
Massachusetts
$3.44M +$758K +5,825 +24%
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