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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HT
676
Heritage Trust
Oklahoma
$13K +$3.04K +92 +27%
SIS
677
Sound Income Strategies
Florida
$13K +$13.2K +400 +1,250%
Carson Wealth (CWM LLC)
678
Carson Wealth (CWM LLC)
Nebraska
$12K -$20.2K -610 -60%
FHA
679
First Horizon Advisors
Tennessee
$12K
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$12K
TIM
681
Tortoise Investment Management
New York
$12K
HWA
682
Heritage Wealth Advisors
Virginia
$11K
SFA
683
Spectrum Financial Alliance
Kentucky
$11K
AWM
684
AllSquare Wealth Management
New York
$10K
EWM
685
Endurance Wealth Management
Rhode Island
$10K
EWA
686
Evolution Wealth Advisors
Florida
$10K +$11.6K +350 New
FHB
687
First Hawaiian Bank
Hawaii
$9K -$33.1K -1,000 -77%
PMFA
688
Plante Moran Financial Advisors
Michigan
$9K
GCM
689
Gables Capital Management
Florida
$7K
PCTC
690
Perkins Coie Trust Company
Washington
$7K
1NWS
691
1 North Wealth Services
Maryland
$7K +$7.93K +240 New
BL
692
Balentine LLC
Georgia
$7K +$7.93K +240 New
AOWM
693
Alpha Omega Wealth Management
Virginia
$6K
CHC
694
City Holding Co
West Virginia
$6K
PCG
695
Private Capital Group
Connecticut
$6K
SJIM
696
St. Johns Investment Management
Florida
$6K
TCM
697
Tradewinds Capital Management
Washington
$6K
AIC
698
Archer Investment Corporation
Indiana
$6K +$6.61K +200 New
RMC
699
Resources Management Corp
Connecticut
$5K
SFG
700
SevenBridge Financial Group
Pennsylvania
$5K