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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
701
Heritage Wealth Advisors
Virginia
$14K
AWM
702
AllSquare Wealth Management
New York
$12K
EWM
703
Endurance Wealth Management
Rhode Island
$12K
PMFA
704
Plante Moran Financial Advisors
Michigan
$12K +$1K +30 +10%
RFA
705
Reilly Financial Advisors
California
$11K +$10.8K +325 New
KFS
706
Kelly Financial Services
Massachusetts
$10.5K +$10K +300 New
WAS
707
WESPAC Advisors SoCal
California
$10K -$7.51K -225 -44%
AC
708
Avestar Capital
New York
$9K -$10K -300 -51%
CBT
709
Capital Bank & Trust
California
$8K -$103K -3,085 -93%
1NWS
710
1 North Wealth Services
Maryland
$8K
BL
711
Balentine LLC
Georgia
$8K
GCM
712
Gables Capital Management
Florida
$8K
PCTC
713
Perkins Coie Trust Company
Washington
$8K
PCA
714
Providence Capital Advisors
North Carolina
$8K
AOWM
715
Alpha Omega Wealth Management
Virginia
$7K
AIC
716
Archer Investment Corporation
Indiana
$7K
CHC
717
City Holding Co
West Virginia
$7K
SJIM
718
St. Johns Investment Management
Florida
$7K
TCM
719
Tradewinds Capital Management
Washington
$7K
ME
720
McIlrath & Eck
Washington
$7K +$6.34K +190 New
BEI
721
Benjamin Edwards Inc
Missouri
$7K +$6.67K +200 New
GWMIA
722
Global Wealth Management Investment Advisory
Florida
$7K +$6.67K +200 New
LA
723
Legacy Advisors
Pennsylvania
$7K +$6.67K +200 New
SFG
724
SevenBridge Financial Group
Pennsylvania
$6K
WF
725
WealthTrust Fairport
Ohio
$6K +$5.34K +160 New