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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
DEM
801
Disciplined Equity Management
Florida
$920K +$34.4K +390 +4%
CG
802
Colony Group
Massachusetts
$915K -$1.69M -19,122 -65%
NSB
803
Norway Savings Bank
Maine
$914K +$50.8K +575 +6%
MAS
804
Meeder Advisory Services
Ohio
$913K +$369K +4,179 +67%
YAVAPFMC
805
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$911K -$515K -5,835 -35%
DWA
806
Douglass Winthrop Advisors
New York
$911K -$3.09K -35 -0.3%
EDRH
807
Edmond de Rothschild Holding
Switzerland
$908K +$44.6K +505 +5%
JCM
808
Jacobi Capital Management
Pennsylvania
$903K +$88K +996 +11%
CNBT
809
Cornerstone National Bank & Trust
Illinois
$901K +$2.38K +27 +0.3%
DAC
810
Dividend Assets Capital
South Carolina
$898K
MFG
811
Merit Financial Group
Georgia
$896K -$350K -3,968 -28%
Credit Agricole
812
Credit Agricole
France
$889K +$797K +9,024 +821%
CRWM
813
Castle Rock Wealth Management
California
$889K -$52.7K -597 -5%
DLG
814
Daniel L. Goodwin
$887K
DLHL
815
Donald L. Hagan LLC
Florida
$878K
RWM
816
Ritholtz Wealth Management
New York
$878K +$122K +1,386 +16%
CWP
817
Curated Wealth Partners
California
$878K
C
818
Chescapmanager
Maryland
$878K +$883K +10,000 New
FFWA
819
FRG Family Wealth Advisors
Washington
$878K +$265 +3 +0%
CA
820
Cullinan Associates
Kentucky
$874K
SCA
821
Sandy Cove Advisors
Massachusetts
$863K +$88 +1 +0%
CT
822
Cambridge Trust
Massachusetts
$859K
IAS
823
Insigneo Advisory Services
Florida
$859K +$202K +2,291 +31%
TWM
824
Tradition Wealth Management
Minnesota
$858K +$20.6K +233 +2%
RWA
825
Rainsberger Wealth Advisors
Colorado
$857K +$212K +2,401 +33%