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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GA
776
GoalVest Advisory
New York
$2.32M +$202K +1,242 +8%
MIC
777
Means Investment Company
Maine
$2.31M -$700K -4,315 -21%
MGIA
778
Moneta Group Investment Advisors
Missouri
$2.31M +$269K +1,657 +11%
CG
779
Caprock Group
Idaho
$2.31M -$230K -1,418 -8%
MA
780
Mutual Advisors
Nebraska
$2.3M +$268K +1,654 +11%
FFA
781
Farther Finance Advisors
California
$2.3M +$415K +2,555 +19%
MAM
782
Morse Asset Management
Connecticut
$2.3M +$279K +1,716 +12%
BEI
783
Benjamin Edwards Inc
Missouri
$2.3M -$303K -1,864 -10%
CA
784
CGN Advisors
Kansas
$2.29M +$536K +3,303 +25%
USAA
785
United Services Automobile Association
Texas
$2.29M
CH
786
Canton Hathaway
Rhode Island
$2.29M -$243K -1,500 -8%
UCFA
787
United Capital Financial Advisors
Texas
$2.28M +$52.9K +326 +2%
LTAS
788
Linden Thomas Advisory Services
North Carolina
$2.28M +$61K +376 +2%
HAG
789
HighPoint Advisor Group
Illinois
$2.27M +$11.2K +69 +0.4%
AWG
790
Altus Wealth Group
Colorado
$2.24M +$743K +4,576 +40%
KeyBank National Association
791
KeyBank National Association
Ohio
$2.24M +$205K +1,263 +9%
ZCI
792
Zevenbergen Capital Investments
Washington
$2.23M -$34.9K -215 -1%
DAS
793
Diversify Advisory Services
Utah
$2.23M +$656K +4,042 +32%
S
794
SignatureFD
Georgia
$2.23M +$112K +688 +5%
RSA
795
River Street Advisors
Illinois
$2.22M +$72.4K +446 +3%
AIM
796
Aigen Investment Management
New York
$2.2M +$2.56M +15,745 New
ISWM
797
Independent Solutions Wealth Management
New York
$2.19M -$14.8K -91 -0.6%
AWA
798
Acorn Wealth Advisors
Michigan
$2.19M +$11.2K +69 +0.4%
TNA
799
True North Advisors
Texas
$2.19M +$2.54M +15,638 New
RPC
800
Rossmore Private Capital
Connecticut
$2.18M +$6.49K +40 +0.3%