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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
876
EP Wealth Advisors
California
$665K -$218K -2,524 -22%
NDSI
877
Newman Dignan & Sheerar Inc
Rhode Island
$663K +$1.29K +15 +0.2%
LWAC
878
Laurel Wealth Advisors (California)
California
$659K -$186K -2,154 -20%
LI
879
Latash Investments
Alaska
$651K
WWM
880
Westwood Wealth Management
California
$649K +$142K +1,650 +23%
FAIM
881
Financial Advocates Investment Management
Washington
$649K -$126K -1,461 -14%
GG
882
Golden Green
South Carolina
$648K +$2.16K +25 +0.3%
SAG
883
SageView Advisory Group
California
$643K +$749K +8,671 New
LIA
884
LBMC Investment Advisors
Tennessee
$641K +$259 +3 +0%
CGL
885
Clarius Group LLC
Washington
$639K -$21.7K -251 -3%
RWM
886
Ritholtz Wealth Management
New York
$639K -$143K -1,655 -16%
DZ Bank
887
DZ Bank
Germany
$638K -$432K -5,000 -37%
SWM
888
Silverlake Wealth Management
Vermont
$637K +$6.04K +70 +0.8%
LBC
889
Lowe Brockenbrough & Co
Virginia
$632K +$71K +822 +11%
MSCM
890
McElhenny Sheffield Capital Management
Texas
$632K
SFS
891
Stiles Financial Services
Minnesota
$631K +$735K +8,506 New
DWM
892
Dakota Wealth Management
Florida
$631K -$151K -1,753 -17%
AF
893
Apexium Financial
Texas
$630K -$12.7K -147 -2%
ACI
894
Alpha Cubed Investments
California
$627K +$278K +3,216 +61%
CAG
895
Csenge Advisory Group
Florida
$625K -$5.18K -60 -0.7%
PCM
896
Pennsylvania Capital Management
Pennsylvania
$622K -$2.93M -33,894 -82%
S
897
SignatureFD
Georgia
$621K +$118K +1,367 +20%
MRCM
898
M&R Capital Management
New Jersey
$619K -$6.91K -80 -0.9%
FWCM
899
Ferguson Wellman Capital Management
Oregon
$618K -$21.5M -248,503 -97%
NW
900
Naviter Wealth
Arkansas
$618K -$121K -1,396 -17%