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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
626
Concourse Financial Group Securities
Alabama
$50K +$47.7K +1,319 New
MYIA
627
Mount Yale Investment Advisors
Colorado
$45K
BWA
628
Burt Wealth Advisors
Maryland
$43K
CWM
629
Catamount Wealth Management
Connecticut
$43K +$22.6K +625 +125%
PA
630
Perennial Advisors
New York
$42K +$325 +9 +0.8%
KF
631
Krilogy Financial
Missouri
$42K +$40K +1,108 New
BFEC
632
Benjamin F. Edwards & Company
Missouri
$41K -$3.61K -100 -9%
PCM
633
Prelude Capital Management
New York
$41K +$39K +1,079 New
BWL
634
Bogart Wealth LLC
Virginia
$38K -$31.6K -875 -47%
AWMS
635
Advocacy Wealth Management Services
Georgia
$38K
Carson Wealth (CWM LLC)
636
Carson Wealth (CWM LLC)
Nebraska
$38K
SFSIG
637
San Francisco Sentry Investment Group
California
$38K
WTB
638
Washington Trust Bank
Washington
$38K
GTAM
639
Global Trust Asset Management
Florida
$37K
SIA
640
SeaBridge Investment Advisors
New Jersey
$34K
CAC
641
Certified Advisory Corp
Florida
$33K +$7.41K +205 +31%
AF
642
Arrow Financial
New York
$30K
BFC
643
Bedel Financial Consulting
Indiana
$28K
WWMSC
644
Wagner Wealth Management (South Carolina)
South Carolina
$27K
GI
645
Gradient Investments
Minnesota
$26K
PCM
646
Princeton Capital Management
New Jersey
$26K
UBS AM
647
UBS AM
Illinois
$25.1K
LNB
648
Ledyard National Bank
$24K
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
WCAMG
650
Woodard & Company Asset Management Group
North Carolina
$23K