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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
JA
776
JOYN Advisors
Georgia
$280K -$120K -2,315 -32%
LB
777
Legacy Bridge
Iowa
$280K
BRG
778
Bay Rivers Group
Virginia
$279K +$259K +4,988 New
HCM
779
Howland Capital Management
Massachusetts
$278K -$5.19K -100 -2%
Cerity Partners
780
Cerity Partners
New York
$277K +$28.5K +550 +12%
GEA
781
Glen Eagle Advisors
New Jersey
$276K -$15.6K -300 -6%
PIA
782
Powell Investment Advisors
Florida
$275K +$255K +4,911 New
AA
783
AlphaMark Advisors
Kentucky
$274K
1W
784
1776 Wealth
Georgia
$274K +$254K +4,900 New
PG
785
Pendal Group
Australia
$274K +$519 +10 +0.2%
CWP
786
Capital Wealth Planning
Florida
$273K -$15.6K -300 -6%
PFGIA
787
Patriot Financial Group Insurance Agency
Massachusetts
$270K -$31K -597 -11%
VWA
788
Visionary Wealth Advisors
Illinois
$269K +$250K +4,813 New
PWM
789
Perigon Wealth Management
California
$268K
BDF
790
Balasa Dinverno & Foltz
$264K
WF
791
Welch & Forbes
Massachusetts
$263K
WA
792
WealthTrust Axiom
Pennsylvania
$262K
KC
793
Kingfisher Capital
North Carolina
$259K +$1.66K +32 +0.7%
VC
794
Veracity Capital
Georgia
$258K +$239K +4,612 New
SCM
795
Southport Capital Management
Tennessee
$257K
FFG
796
Fortem Financial Group
California
$257K +$239K +4,600 New
MMG
797
Monetary Management Group
Missouri
$256K -$250K -4,819 -51%
AWM
798
Altium Wealth Management
New York
$256K +$9.44K +182 +4%
ISL
799
Ingalls & Snyder LLC
New York
$255K +$236K +4,555 New
GT
800
Glenview Trust
Kentucky
$254K