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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Silverlake Wealth Management
Vermont
$687K +$729 +7 +0.1%
HFM
1002
Harvest Fund Management
China
$685K +$419K +4,028 +170%
PWM
1003
Purus Wealth Management
California
$685K -$5.62K -54 -0.8%
GWMIA
1004
Global Wealth Management Investment Advisory
Florida
$678K +$26.6K +255 +4%
WAM
1005
WNY Asset Management
New York
$676K -$73K -701 -10%
PFA
1006
Pathway Financial Advisers
Indiana
$675K +$656K +6,301 New
HCPC
1007
Hamilton Capital Partners (Canada)
$675K -$104K -1,000 -14%
SM
1008
Sweeney & Michel
California
$670K +$3.85K +37 +0.6%
AQR Capital Management
1009
AQR Capital Management
Connecticut
$669K +$384K +3,690 +144%
ONST
1010
Old North State Trust
North Carolina
$669K +$35.3K +339 +6%
WA
1011
WBH Advisory
Maryland
$665K +$937 +9 +0.1%
PWM
1012
Prentice Wealth Management
New York
$664K -$7.81K -75 -1%
FWCM
1013
Ferguson Wellman Capital Management
Oregon
$656K -$116K -1,111 -15%
BCM
1014
Boltwood Capital Management
California
$655K -$6.25K -60 -1%
EF
1015
Empowered Funds
Pennsylvania
$654K +$130K +1,244 +26%
PCIG
1016
Partners Capital Investment Group
Massachusetts
$646K +$174K +1,669 +38%
VCAM
1017
Van Cleef Asset Management
Ohio
$644K +$104 +1 +0%
FPB
1018
First PREMIER Bank
South Dakota
$643K
SACTSONJ
1019
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$643K
VCM
1020
Virtue Capital Management
Tennessee
$640K
QCIG
1021
Quad-Cities Investment Group
Iowa
$640K -$41.3K -397 -6%
CCS
1022
Concentric Capital Strategies
Connecticut
$639K +$621K +5,961 New
WA
1023
Waddell & Associates
Tennessee
$638K
SWA
1024
Sax Wealth Advisors
New Jersey
$637K +$21.9K +210 +4%
RWA
1025
Redhawk Wealth Advisors
Minnesota
$635K +$9.37K +90 +2%