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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
926
Mark Sheptoff Financial Planning
Connecticut
$678K -$46.4K -400 -6%
LWAC
927
Laurel Wealth Advisors (California)
California
$676K -$129K -1,111 -16%
OMC
928
Overbrook Management Corp
New York
$673K +$11.6K +100 +2%
QCIG
929
Quad-Cities Investment Group
Iowa
$673K +$11.8K +102 +2%
NP
930
NorthRock Partners
Minnesota
$666K +$301K +2,596 +86%
TWM
931
Tradition Wealth Management
Minnesota
$663K -$928 -8 -0.1%
SG
932
Stonnington Group
California
$661K -$118K -1,019 -15%
RMDI
933
R.M. Davis Inc
Maine
$660K
AP
934
Advisor Partners
California
$659K
GFS
935
GYL Financial Synergies
Connecticut
$656K -$140K -1,203 -18%
SWA
936
Sax Wealth Advisors
New Jersey
$652K
CC
937
Centiva Capital
New York
$651K +$649K +5,589 New
SP
938
Symmetry Partners
Connecticut
$649K
BFG
939
Barber Financial Group
Kansas
$647K +$645K +5,558 New
BEI
940
Benjamin Edwards Inc
Missouri
$644K +$8.7K +75 +1%
S
941
SignatureFD
Georgia
$644K +$111K +955 +21%
PIA
942
Powell Investment Advisors
Florida
$642K
KM
943
Kalos Management
Georgia
$641K +$523K +4,504 New
BWA
944
BDO Wealth Advisors
Florida
$639K +$3.83K +33 +0.6%
MIM
945
Merrion Investment Management
New Jersey
$639K +$174K +1,500 +38%
Financial Engines Advisors
946
Financial Engines Advisors
California
$637K +$636K +5,478 New
OWA
947
Octavia Wealth Advisors
Ohio
$631K -$812 -7 -0.1%
ECM
948
Evergreen Capital Management
Washington
$630K +$20.8K +179 +3%
WB
949
WesBanco Bank
West Virginia
$629K +$116K +1,000 +23%
COF
950
Capital One Financial
Virginia
$626K -$22.2K -191 -3%