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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
951
RGT Wealth Advisors
Texas
$889K +$854K +7,000 New
RC
952
RegentAtlantic Capital
New Jersey
$881K -$132K -1,079 -13%
BHWM
953
Bar Harbor Wealth Management
New Hampshire
$880K -$194K -1,590 -19%
HCM
954
Hodges Capital Management
Texas
$879K +$2.19K +18 +0.3%
GFS
955
GYL Financial Synergies
Connecticut
$873K +$144K +1,179 +21%
EW
956
Element Wealth
Mississippi
$872K -$53.5K -439 -6%
BB
957
Busey Bank
Illinois
$871K +$96.6K +792 +13%
HCP
958
Hexagon Capital Partners
Arkansas
$869K -$127K -1,040 -13%
FAT
959
First American Trust
California
$868K +$610 +5 +0.1%
PWM
960
Purus Wealth Management
California
$865K +$582K +4,770 +233%
HAI
961
Hennessy Advisors Inc
California
$863K -$2.34M -19,200 -74%
TI
962
Tidal Investments
Wisconsin
$863K -$101K -827 -11%
NERM
963
New England Research & Management
Illinois
$863K +$829K +6,800 New
FFN
964
Focus Financial Network
Minnesota
$860K -$608K -4,986 -42%
BAM
965
Barrett Asset Management
New York
$859K -$12.2K -100 -1%
AFP
966
Ausdal Financial Partners
Iowa
$858K -$85.7K -703 -9%
TAM
967
Townsend Asset Management
North Carolina
$856K +$488 +4 +0.1%
SB
968
Strategic Blueprint
Georgia
$854K -$132K -1,084 -14%
GAM
969
Guinness Asset Management
United Kingdom
$850K -$139K -1,141 -15%
IA
970
IAM Advisory
Pennsylvania
$849K +$816K +6,691 New
BL
971
Balentine LLC
Georgia
$846K +$514K +4,214 +172%
HKAM
972
Horizon Kinetics Asset Management
New York
$845K -$4.88K -40 -0.6%
CTC
973
Central Trust Company
Missouri
$844K -$82.6K -677 -9%
MGIA
974
Moneta Group Investment Advisors
Missouri
$838K -$469K -3,847 -37%
DMBA
975
Deseret Mutual Benefit Administrators
Utah
$836K -$110K -899 -12%