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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
651
Bedel Financial Consulting
Indiana
$24K
FNBOSM
652
First National Bank of South Miami
Florida
$24K +$23.8K +720 New
BFEC
653
Benjamin F. Edwards & Company
Missouri
$23K -$10.1K -305 -29%
GI
654
Gradient Investments
Minnesota
$20K
PCM
655
Princeton Capital Management
New Jersey
$20K
DAM
656
Delta Asset Management
Tennessee
$20K +$9.98K +302 +81%
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
EAM
658
Erste Asset Management
Austria
$18.1K +$19.8K +600 New
LNB
659
Ledyard National Bank
$18K
FFC
660
First Financial Corp
Indiana
$18K +$3.31K +100 +20%
MWA
661
Meridian Wealth Advisors
Texas
$18K +$19.8K +600 New
PFC
662
Phocas Financial Corp
California
$18K +$19.8K +600 New
WANY
663
Wealthspire Advisors (New York)
New York
$18K +$19.8K +600 New
TC
664
Trust Company
Kansas
$17K
BWM
665
Baystate Wealth Management
Massachusetts
$17K +$331 +10 +2%
HFM
666
Hartford Financial Management
Connecticut
$17K +$331 +10 +2%
AC
667
Avestar Capital
New York
$16K -$49.6K -1,500 -72%
NL
668
NVWM LLC
Pennsylvania
$16K
UBS AM
669
UBS AM
Illinois
$15.9K -$4.17K -126 -19%
DOA
670
D'Orazio & Associates
Virginia
$15K
TFS
671
TrustCore Financial Services
Tennessee
$15K
WAS
672
WESPAC Advisors SoCal
California
$15K +$7.04K +213 +71%
CCS
673
Crosspoint Capital Strategies
California
$14K +$16K +485 New
AF
674
Allworth Financial
California
$13K
WAS
675
Winch Advisory Services
Wisconsin
$13K +$132 +4 +0.9%