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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
726
Harvest Fund Management
China
$2.38M +$1.43M +10,334 +199%
NFG
727
Nations Financial Group
Iowa
$2.35M -$36.6K -264 -2%
GA
728
GoalVest Advisory
New York
$2.35M -$153K -1,100 -7%
XF
729
XML Financial
Maryland
$2.34M -$64.6K -466 -3%
TFG
730
Taylor Financial Group
Virginia
$2.34M +$15.7K +113 +0.7%
LTAS
731
Linden Thomas Advisory Services
North Carolina
$2.34M +$90.2K +650 +4%
IA
732
Insight Advisors
Pennsylvania
$2.32M +$16.9K +122 +0.8%
SIA
733
Sit Investment Associates
Minnesota
$2.31M
BAM
734
Belpointe Asset Management
Nevada
$2.31M -$360K -2,593 -15%
PWAM
735
Pinnacle West Asset Management
Wyoming
$2.31M -$13.9K -100 -0.7%
S
736
SignatureFD
Georgia
$2.3M +$197K +1,421 +10%
GIA
737
Gateway Investment Advisers
Ohio
$2.3M -$12.1K -87 -0.6%
WKSWA
738
White Knight Strategic Wealth Advisors
New Jersey
$2.29M -$220K -1,586 -10%
PAI
739
Pittenger & Anderson Inc
Nebraska
$2.29M +$89.5K +645 +5%
HIA
740
Harvest Investment Advisors
Florida
$2.29M -$42.3K -305 -2%
RA
741
RiverPark Advisors
New York
$2.29M -$510K -3,673 -20%
RSA
742
River Street Advisors
Illinois
$2.28M +$85.2K +614 +4%
KWA
743
Kingswood Wealth Advisors
California
$2.28M -$47.3K -341 -2%
WPC
744
Waters Parkerson & Co
Louisiana
$2.28M
HBT
745
Hills Bank & Trust
Iowa
$2.27M -$23.9K -172 -1%
OC
746
Opinicus Capital
Florida
$2.25M -$191K -1,376 -9%
SFS
747
Stiles Financial Services
Minnesota
$2.24M -$83.9K -605 -4%
CCM
748
Conway Capital Management
California
$2.23M +$45.2K +326 +2%
WWM
749
Western Wealth Management
Colorado
$2.23M -$9.02K -65 -0.4%
ISWM
750
Independent Solutions Wealth Management
New York
$2.22M +$59K +425 +3%