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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HT
676
Heritage Trust
Oklahoma
$13K
PMFA
677
Plante Moran Financial Advisors
Michigan
$12K +$4.05K +112 +57%
Rockefeller Capital Management
678
Rockefeller Capital Management
New York
$11K
WAS
679
WESPAC Advisors SoCal
California
$11K +$10.8K +300 New
GCM
680
Gables Capital Management
Florida
$9K
IP
681
Isthmus Partners
Wisconsin
$9K
SWM
682
Selective Wealth Management
Virginia
$9K +$8.31K +230 New
JFA
683
JNBA Financial Advisors
Minnesota
$8K -$123K -3,400 -94%
TCM
684
Tradewinds Capital Management
Washington
$8K -$10.8K -300 -60%
AOWM
685
Alpha Omega Wealth Management
Virginia
$8K
PCTC
686
Perkins Coie Trust Company
Washington
$8K
PCG
687
Private Capital Group
Connecticut
$8K
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$8K +$7.22K +200 New
WC
689
Whitney & Co
New York
$7K -$18.1K -500 -72%
CHC
690
City Holding Co
West Virginia
$7K
KJWM
691
Kiley Juergens Wealth Management
Washington
$7K
SFG
692
SevenBridge Financial Group
Pennsylvania
$7K
CAM
693
Close Asset Management
United Kingdom
$7K +$7.04K +195 New
SJIM
694
St. Johns Investment Management
Florida
$7K +$7.04K +195 New
RMC
695
Resources Management Corp
Connecticut
$7K +$7.22K +200 New
IF
696
Ironwood Financial
Arizona
$6K +$3.61K +100 +200%
PGWM
697
Parisi Gray Wealth Management
New Jersey
$5K
IBOK
698
Independence Bank of Kentucky
Kentucky
$5K +$4.52K +125 New
HH
699
HWG Holdings
Texas
$5K +$4.62K +128 New
ARMC
700
American Research & Management Company
Massachusetts
$4K