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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
976
Sigma Planning Corp
Michigan
$946K -$1.45M -13,385 -65%
NW
977
Naviter Wealth
Arkansas
$944K +$31.2K +288 +4%
MWM
978
Mission Wealth Management
California
$943K +$295K +2,730 +61%
LC
979
LCNB Corp
Ohio
$942K -$3.79K -35 -0.5%
EFMC
980
Empire Financial Management Company
New York
$941K +$12.4K +115 +2%
AFG
981
Alterity Financial Group
Maine
$941K -$14K -129 -2%
WWM
982
Westwood Wealth Management
California
$939K +$2.71K +25 +0.3%
LAM
983
Lewis Asset Management
California
$937K +$775K +7,160 New
WAM
984
Walker Asset Management
Missouri
$935K +$6.17K +57 +0.8%
EM
985
Excalibur Management
Massachusetts
$927K
TBA
986
Tower Bridge Advisors
Pennsylvania
$924K -$22.8K -211 -3%
HSA
987
HBK Sorce Advisory
Pennsylvania
$923K -$69.2K -640 -8%
WA
988
WealthTrust Axiom
Pennsylvania
$921K +$2.27K +21 +0.3%
MG
989
Mather Group
Illinois
$920K +$540K +4,993 +246%
CIA
990
Cladis Investment Advisory
Montana
$916K -$5.95K -55 -0.8%
GCM
991
Gables Capital Management
Florida
$914K
LW
992
Linscomb Wealth
Texas
$913K -$41.7K -385 -5%
NB
993
NBT Bank
New York
$909K +$131K +1,214 +21%
EW
994
Element Wealth
Mississippi
$903K +$541 +5 +0.1%
SRC
995
Sage Rhino Capital
California
$902K +$11.4K +105 +2%
HTC
996
Haverford Trust Company
Pennsylvania
$901K +$4.44K +41 +0.6%
FFA
997
Farther Finance Advisors
California
$901K +$107K +986 +17%
FC
998
Forte Capital
New York
$893K
JE
999
JMAC Enterprises
Pennsylvania
$890K
NBT
1000
Northwest Bank & Trust
Iowa
$888K +$734K +6,786 New