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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
976
BDO Wealth Advisors
Florida
$543K +$34.5K +391 +7%
VCAM
977
Van Cleef Asset Management
Ohio
$541K +$88 +1 +0%
PWM
978
Purus Wealth Management
California
$538K -$9.36K -106 -2%
FFM
979
Forum Financial Management
Illinois
$538K -$52.8K -598 -9%
CC
980
Callan Capital
California
$536K
VWA
981
Visionary Wealth Advisors
Illinois
$536K +$8.83K +100 +2%
SWA
982
Sax Wealth Advisors
New Jersey
$535K +$31K +351 +6%
OMC
983
Overbrook Management Corp
New York
$533K
PWM
984
Prentice Wealth Management
New York
$532K -$8.83K -100 -2%
WA
985
Waddell & Associates
Tennessee
$531K +$534K +6,046 New
DW
986
Domani Wealth
Pennsylvania
$529K +$8.21K +93 +2%
SFM
987
Signet Financial Management
New Jersey
$528K +$10.9K +123 +2%
SACTSONJ
988
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$527K
FPB
989
First PREMIER Bank
South Dakota
$527K -$4.86K -55 -0.9%
RWA
990
Redhawk Wealth Advisors
Minnesota
$527K +$4.33K +49 +0.8%
ONST
991
Old North State Trust
North Carolina
$524K +$35.8K +405 +7%
TCM
992
Triumph Capital Management
Colorado
$520K -$290K -3,284 -36%
Balyasny Asset Management
993
Balyasny Asset Management
Illinois
$520K +$522K +5,915 New
SIA
994
Soltis Investment Advisors
Utah
$519K -$28.9K -327 -5%
HWA
995
Heritage Wealth Advisors
Virginia
$519K -$8.83K -100 -2%
FTDI
996
First Trust Direct Indexing
Massachusetts
$518K -$51K -577 -9%
RWA
997
Ropes Wealth Advisors
Massachusetts
$515K
FWA
998
Freedom Wealth Alliance
Wisconsin
$515K +$36.2K +410 +8%
ABLA
999
Alan B. Lancz & Associates
Ohio
$514K
RMDI
1000
R.M. Davis Inc
Maine
$513K +$2.65K +30 +0.5%