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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
751
Xcel Wealth Management
Florida
$1.46M -$45K -432 -3%
MPCG
752
Matrix Private Capital Group
New York
$1.46M +$625 +6 +0%
ISWM
753
Independent Solutions Wealth Management
New York
$1.46M +$45.6K +438 +3%
AWP
754
Accretive Wealth Partners
New Jersey
$1.45M +$19.9K +191 +1%
VFA
755
Valeo Financial Advisors
Indiana
$1.44M +$332K +3,184 +31%
MFG
756
Magnus Financial Group
New York
$1.44M +$127K +1,222 +10%
WA
757
Wambolt & Associates
Colorado
$1.43M +$173K +1,659 +14%
BW
758
Bison Wealth
Georgia
$1.42M -$78.9K -758 -5%
Luther King Capital Management (LKCM)
759
Luther King Capital Management (LKCM)
Texas
$1.42M -$5.93K -57 -0.4%
Vontobel Holding
760
Vontobel Holding
Switzerland
$1.42M -$62.6K -601 -4%
TCPWM
761
Traverso Chambers Private Wealth Management
California
$1.42M +$10.5K +101 +0.8%
NVIM
762
New Vernon Investment Management
Illinois
$1.41M
AWA
763
Arkadios Wealth Advisors
Georgia
$1.41M -$202K -1,940 -13%
KeyBank National Association
764
KeyBank National Association
Ohio
$1.4M +$626K +6,015 +85%
BAM
765
Brave Asset Management
New Jersey
$1.36M
FUBT
766
First United Bank & Trust
Maryland
$1.35M -$26.6K -255 -2%
S
767
SignatureFD
Georgia
$1.35M +$148K +1,425 +13%
BMCM
768
Bryn Mawr Capital Management
Pennsylvania
$1.35M
HVIA
769
Hudson Valley Investment Advisors
New York
$1.34M +$94.5K +908 +8%
BIM
770
Baldwin Investment Management
Pennsylvania
$1.34M +$27.3K +262 +2%
AWM
771
Accel Wealth Management
Iowa
$1.33M -$19K -182 -1%
SFP
772
Sandbox Financial Partners
Maryland
$1.33M -$77.7K -746 -6%
BHB
773
Bank Hapoalim BM
Israel
$1.33M -$199K -1,913 -13%
API
774
Advisor Partners II
California
$1.33M +$181K +1,738 +16%
SWM
775
Segment Wealth Management
Texas
$1.32M