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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
801
Cerity Partners
New York
$291K +$5.35K +100 +2%
GVAG
802
Great Valley Advisor Group
Delaware
$290K -$10.8K -201 -3%
CWM
803
Centric Wealth Management
Illinois
$289K +$58.6K +1,095 +21%
WEC
804
Winslow Evans & Crocker
Massachusetts
$288K -$122K -2,275 -29%
ECM
805
Evergreen Capital Management
Washington
$288K +$1.23K +23 +0.4%
MPI
806
Mairs & Power Inc
Minnesota
$287K -$80.3K -1,500 -21%
SM
807
SG3 Management
Puerto Rico
$287K +$294K +5,500 New
PIA
808
Powell Investment Advisors
Florida
$282K
VWA
809
Visionary Wealth Advisors
Illinois
$282K +$13K +242 +5%
FFA
810
First Foundation Advisors
California
$282K +$21.4K +400 +8%
PJSIMP
811
P.J. Schmidt Investment Management (PJS)
Wisconsin
$280K +$289K +5,400 New
APP
812
Avantax Planning Partners
Iowa
$278K +$4.76K +89 +2%
MGIA
813
Moneta Group Investment Advisors
Missouri
$278K +$285K +5,326 New
NWA
814
New World Advisors
Massachusetts
$277K +$274K +5,125 New
WT
815
Washington Trust
Rhode Island
$273K +$29.4K +550 +12%
NCM
816
Next Capital Management
New York
$270K -$48.4K -905 -15%
AC
817
Avestar Capital
New York
$269K -$148K -2,774 -35%
AC
818
Apella Capital
Connecticut
$269K +$1.5K +28 +0.5%
FLPIM
819
F.L. Putnam Investment Management
Massachusetts
$268K -$2.89K -54 -1%
BS
820
Boenning & Scattergood
Pennsylvania
$268K +$37.5K +700 +16%
NDSI
821
Newman Dignan & Sheerar Inc
Rhode Island
$268K +$275K +5,134 New
FNBT
822
FineMark National Bank & Trust
Florida
$267K
AG
823
AlphaSimPlex Group
Massachusetts
$267K +$32.8K +613 +14%
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$265K -$45.3K -847 -14%
AWM
825
Altium Wealth Management
New York
$265K -$3.1K -58 -1%