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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1001
Integrated Investment Consultants
Michigan
$787K -$222K -1,824 -23%
LCC
1002
Lincoln Capital Corp
Rhode Island
$785K -$90K -738 -11%
CWM
1003
Centric Wealth Management
Illinois
$785K
KC
1004
Kingfisher Capital
North Carolina
$777K +$7.32K +60 +1%
NL
1005
NWAM LLC
Washington
$776K -$22.4K -184 -3%
LAS
1006
LWM Advisory Services
Florida
$772K -$8.54K -70 -1%
OMC
1007
Overbrook Management Corp
New York
$770K +$34.1K +280 +5%
IWM
1008
IHT Wealth Management
Illinois
$769K +$168K +1,374 +29%
JFGIW
1009
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$767K +$539K +4,421 +273%
FNT
1010
First National Trust
Pennsylvania
$765K +$32.6K +267 +5%
DF
1011
Donoghue Forlines
Massachusetts
$762K -$813K -6,669 -53%
HWA
1012
Heritage Wealth Advisors
Virginia
$762K
SACTSONJ
1013
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$762K
WWMSC
1014
Wagner Wealth Management (South Carolina)
South Carolina
$758K +$367K +3,013 +102%
FMAEN1
1015
Fund Management at Engine No 1
California
$757K +$727K +5,964 New
DW
1016
Domani Wealth
Pennsylvania
$753K
NB
1017
Nicolet Bankshares
Wisconsin
$752K +$37.4K +307 +5%
SIC
1018
Samalin Investment Counsel
New York
$751K -$98.1K -804 -12%
BHCM
1019
Boulder Hill Capital Management
New York
$749K +$720K +5,900 New
WA
1020
Wambolt & Associates
Colorado
$748K +$350K +2,869 +97%
CFMC
1021
Curbstone Financial Management Corp
New Hampshire
$746K
RWA
1022
Ropes Wealth Advisors
Massachusetts
$745K
SIC
1023
Salem Investment Counselors
North Carolina
$742K -$330K -2,702 -32%
MC
1024
Mathes Company
New York
$740K
FTDI
1025
First Trust Direct Indexing
Massachusetts
$738K +$149K +1,221 +27%