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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WA1
801
Wimmer Associates 1
California
$254K +$236K +4,545 New
FFS
802
Founders Financial Securities
Maryland
$253K +$235K +4,522 New
ADL
803
Asset Dedication LLC
California
$252K
GWM
804
Graybill Wealth Management
Illinois
$252K
QPWM
805
Quadrant Private Wealth Management
Pennsylvania
$252K
ACA
806
Atlas Capital Advisors
Wyoming
$252K
OPA
807
Old Port Advisors
Maine
$251K +$233K +4,495 New
1IA
808
1834 Investment Advisors
Wisconsin
$249K -$5.19K -100 -2%
BIAS
809
Beacon Investment Advisory Services
New Jersey
$245K
AWM
810
Absher Wealth Management
North Carolina
$241K +$203K +3,913 New
LS
811
Livforsakringsbolaget Skandia
Sweden
$241K +$223K +4,300 New
MCWS
812
McKinley Carter Wealth Services
West Virginia
$239K
CT
813
Cambridge Trust
Massachusetts
$237K -$5.19K -100 -2%
APP
814
Avantax Planning Partners
Iowa
$237K +$220K +4,241 New
WAAG
815
Wealth Alliance Advisory Group
Kansas
$236K +$218K +4,210 New
PP
816
Paloma Partners
Connecticut
$235K +$218K +4,200 New
FDS
817
First Dallas Securities
Texas
$234K +$217K +4,175 New
FNBT
818
FineMark National Bank & Trust
Florida
$234K +$217K +4,176 New
ERIM
819
Eagle Ridge Investment Management
Connecticut
$233K
HR
820
Hayden Royal
North Carolina
$232K +$194K +3,747 New
GAM
821
Guinness Asset Management
United Kingdom
$232K
CSPIA
822
Cary Street Partners Investment Advisory
Virginia
$231K +$214K +4,125 New
FMC
823
First Merchants Corp
Indiana
$230K
PWLP
824
Prio Wealth Limited Partnership
Massachusetts
$229K
RWA
825
Ropes Wealth Advisors
Massachusetts
$229K