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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
626
Retirement Planning Company of New England
Rhode Island
$4.23M +$67.9K +494 +2%
BFS
627
Bard Financial Services
Connecticut
$4.2M -$110K -800 -3%
GVAG
628
Great Valley Advisor Group
Delaware
$4.19M +$531K +3,867 +16%
RWM
629
RKL Wealth Management
Pennsylvania
$4.19M -$150K -1,092 -4%
RCA
630
Ranch Capital Advisors
Florida
$4.18M +$69.1K +503 +2%
ACGA
631
Atlanta Consulting Group Advisors
Georgia
$4.16M
EFS
632
Essex Financial Services
Connecticut
$4.15M +$114K +833 +3%
HIC
633
Holderness Investments Company
North Carolina
$4.14M +$73.2K +533 +2%
WG
634
Winton Group
United Kingdom
$4.12M +$3.78M +27,525 New
TIAA Trust, National Association
635
TIAA Trust, National Association
North Carolina
$4.12M -$16.1M -117,442 -81%
CP
636
CenterBook Partners
Connecticut
$4.11M -$1.76M -12,845 -32%
ALMGDA
637
AG2R La Mondiale Gestion d'Actifs
France
$4.09M +$76.4K +556 +2%
RWS
638
Resolute Wealth Strategies
Mississippi
$4.07M +$13.5K +98 +0.4%
CF
639
Centaurus Financial
California
$4.04M +$547K +3,982 +17%
BBHC
640
Brown Brothers Harriman & Co
New York
$4.03M +$215K +1,567 +6%
RFC
641
Regions Financial Corp
Alabama
$4M -$12.4K -90 -0.3%
PI
642
PFG Investments
New York
$3.98M -$20.1K -146 -0.5%
GT
643
Glenview Trust
Kentucky
$3.97M +$19.2K +140 +0.5%
TMAM
644
Tokio Marine Asset Management
Japan
$3.96M +$279K +2,030 +8%
BLC
645
Brown, Lisle/Cummings
Rhode Island
$3.94M +$27.5K +200 +0.8%
BFG
646
Bleakley Financial Group
New Jersey
$3.93M +$162K +1,181 +5%
CIA
647
Compass Ion Advisors
Pennsylvania
$3.91M +$37.9K +276 +1%
SWM
648
Sculati Wealth Management
Michigan
$3.91M -$120K -874 -3%
WANY
649
Wealthspire Advisors (New York)
New York
$3.9M +$45.5K +331 +1%
GAG
650
GM Advisory Group
New York
$3.9M +$1.65M +12,022 +86%