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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
ML
651
McAdam LLC
Pennsylvania
$11K +$127 +4 +1%
AWM
652
AllSquare Wealth Management
New York
$11K +$11K +346 New
Rockefeller Capital Management
653
Rockefeller Capital Management
New York
$10K -$132K -4,156 -93%
GCM
654
Gables Capital Management
Florida
$8K +$7.64K +240 New
IP
655
Isthmus Partners
Wisconsin
$7K
PCTC
656
Perkins Coie Trust Company
Washington
$7K
AOWM
657
Alpha Omega Wealth Management
Virginia
$6K
CPA
658
Clear Perspective Advisors
Illinois
$6K
PMFA
659
Plante Moran Financial Advisors
Michigan
$6K
PCG
660
Private Capital Group
Connecticut
$6K
SFG
661
SevenBridge Financial Group
Pennsylvania
$6K
CHC
662
City Holding Co
West Virginia
$6K +$5.95K +187 New
KJWM
663
Kiley Juergens Wealth Management
Washington
$6K +$6.21K +195 New
PGWM
664
Parisi Gray Wealth Management
New Jersey
$4K
PFGIA
665
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$212K -6,656 -98%
CCM
666
Cribstone Capital Management
Maine
$3K -$18.3K -575 -87%
ARMC
667
American Research & Management Company
Massachusetts
$3K
CTC
668
Central Trust Company
Missouri
$3K
CB
669
Community Bank
New York
$3K
BCM
670
Brasada Capital Management
Texas
$3K +$3.18K +100 New
HI
671
Hudock Inc
Pennsylvania
$2K -$29.9K -941 -93%
FMP
672
Financial Management Professionals
Texas
$2K -$1.59K -50 Closed
AIS
673
Accurate Investment Solutions
Pennsylvania
$2K
IF
674
Ironwood Financial
Arizona
$2K
CT
675
Clearstead Trust
Maine
$2K +$1.91K +60 New