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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1026
Samalin Investment Counsel
New York
$491K -$2.81K -29 -0.5%
RWA
1027
Ropes Wealth Advisors
Massachusetts
$491K
VWA
1028
Visionary Wealth Advisors
Illinois
$491K +$19.8K +204 +4%
ABLA
1029
Alan B. Lancz & Associates
Ohio
$490K
FPGK
1030
Financial Partners Group (Kansas)
Kansas
$489K -$89.9K -928 -14%
MC
1031
Mathes Company
New York
$488K
KeyBank National Association
1032
KeyBank National Association
Ohio
$486K -$9.3K -96 -2%
RMDI
1033
R.M. Davis Inc
Maine
$486K +$3.78K +39 +0.7%
MFS
1034
Mirabella Financial Services
United Kingdom
$483K -$537K -5,543 -49%
GSB
1035
Greenfield Savings Bank
Massachusetts
$482K
SWA
1036
Sax Wealth Advisors
New Jersey
$481K +$291 +3 +0.1%
BWA
1037
BDO Wealth Advisors
Florida
$480K +$6.88K +71 +1%
PCIA
1038
Prime Capital Investment Advisors
Kansas
$477K -$2.52M -26,032 -82%
HA
1039
Herold Advisors
New York
$475K -$18.7K -193 -3%
MWA
1040
Meridian Wealth Advisors
Texas
$472K +$38.7K +400 +8%
RRCM
1041
Rappaport Reiches Capital Management
Illinois
$470K -$14.9K -154 -3%
WA
1042
Wealth Alliance
New York
$469K +$44.5K +460 +9%
AWA
1043
Arkadios Wealth Advisors
Georgia
$468K +$295K +3,050 +120%
BHWM
1044
Bar Harbor Wealth Management
New Hampshire
$467K -$6.59K -68 -1%
LCC
1045
Lincoln Capital Corp
Rhode Island
$465K -$88.3K -912 -14%
TC
1046
Truvestments Capital
Florida
$464K +$159K +1,645 +42%
SG
1047
Stonnington Group
California
$463K -$266K -2,751 -34%
SC
1048
Slow Capital
California
$463K +$99.9K +1,032 +23%
PIA
1049
Powell Investment Advisors
Florida
$462K -$38.7K -400 -7%
MSFP
1050
Mark Sheptoff Financial Planning
Connecticut
$460K