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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1026
Clearview Wealth Advisors
Oregon
$95K +$85.1K +1,462 New
TPCW
1027
TD Private Client Wealth
New York
$92.5K
DAM
1028
Delta Asset Management
Tennessee
$91K -$5.82K -100 -7%
HWA
1029
HHM Wealth Advisors
Tennessee
$91K
RA
1030
Reby Advisors
Connecticut
$91K +$81.8K +1,405 New
JFGIW
1031
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K +$81.3K +1,396 New
CWC
1032
Carolinas Wealth Consulting
North Carolina
$85K +$64.9K +1,115 +547%
PCG
1033
Private Capital Group
Connecticut
$84K +$4.43K +76 +6%
GSAM
1034
Grant Street Asset Management
Pennsylvania
$84K +$75.4K +1,295 New
WWM
1035
Wolff Wiese Magana
California
$82K +$74.2K +1,274 New
KCM
1036
Kathmere Capital Management
Pennsylvania
$81K
LS
1037
Leelyn Smith
Illinois
$77K +$69.3K +1,190 New
SBL
1038
Sargent Bickham Lagudis
Colorado
$76K
BWM
1039
Baystate Wealth Management
Massachusetts
$75K -$58 -1 -0.1%
MA
1040
MCF Advisors
Kentucky
$73K +$349 +6 +0.5%
Credit Agricole
1041
Credit Agricole
France
$71K
SWM
1042
Strategic Wealth Management
Washington
$69K -$5.42K -93 -8%
PS
1043
Planned Solutions
California
$69K +$29.1K +500 +88%
PK
1044
Pflug Koory
Nebraska
$67K
AF
1045
Arrow Financial
New York
$65K
AWM
1046
Atticus Wealth Management
Florida
$65K
ICM
1047
Islay Capital Management
Texas
$65K
POIA
1048
Pin Oak Investment Advisors
Texas
$63K +$14.6K +250 +34%
FBT
1049
First Bank & Trust
South Dakota
$59K
AP
1050
Arlington Partners
Alabama
$58K -$39.8K -683 -43%