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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
APP
801
Avantax Planning Partners
Iowa
$239K +$55.3K +1,000 +24%
RC
802
RegentAtlantic Capital
New Jersey
$239K +$290K +5,248 New
BWA
803
BDO Wealth Advisors
Florida
$238K +$288K +5,213 New
QPWM
804
Quadrant Private Wealth Management
Pennsylvania
$237K +$39.3K +711 +16%
FLPIM
805
F.L. Putnam Investment Management
Massachusetts
$237K +$287K +5,194 New
CFG
806
Citizens Financial Group
Rhode Island
$237K +$288K +5,209 New
GLLW
807
Graves Light Lenhart Wealth
Virginia
$235K
CFD
808
Creative Financial Designs
Indiana
$235K +$69.1K +1,250 +32%
CFG
809
Cooper Financial Group
California
$233K +$59.6K +1,077 +27%
PP
810
PagnatoKarp Partners
Virginia
$231K -$54.3K -982 -16%
GC
811
Guggenheim Capital
Illinois
$230K -$156K -2,822 -36%
VWA
812
Visionary Wealth Advisors
Illinois
$228K +$11K +198 +4%
FNBT
813
FineMark National Bank & Trust
Florida
$227K +$44.7K +808 +19%
AA
814
AlphaMark Advisors
Kentucky
$225K +$2.77K +50 +1%
GEA
815
Glen Eagle Advisors
New Jersey
$225K
OPA
816
Old Port Advisors
Maine
$224K +$23.2K +420 +9%
RE
817
RBC Europe
United Kingdom
$222K -$84.6K -1,530 -24%
Capital Fund Management (CFM)
818
Capital Fund Management (CFM)
France
$221K -$12M -217,226 -98%
V
819
Veritable
Delaware
$221K -$249K -4,508 -48%
AC
820
Apella Capital
Connecticut
$221K +$268K +4,850 New
CG
821
Caprock Group
Idaho
$220K -$992K -17,938 -79%
WT
822
Washington Trust
Rhode Island
$216K +$262K +4,744 New
BDF
823
Balasa Dinverno & Foltz
$215K
NFG
824
Nadler Financial Group
Illinois
$214K -$73.6K -1,330 -22%
WA
825
WealthTrust Axiom
Pennsylvania
$214K