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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
1051
ICA Group Wealth Management
Colorado
$525K +$31K +287 +6%
SAM
1052
Shell Asset Management
Netherlands
$525K +$621K +5,754 New
GSB
1053
Greenfield Savings Bank
Massachusetts
$525K +$622K +5,760 New
SWA
1054
Sax Wealth Advisors
New Jersey
$524K +$864 +8 +0.1%
Fisher Asset Management
1055
Fisher Asset Management
Washington
$521K +$123K +1,140 +25%
SS
1056
Simplicity Solutions
Minnesota
$520K -$394K -3,652 -39%
IDBONY
1057
Israel Discount Bank of New York
New York
$520K +$17.1K +158 +3%
EM
1058
Excalibur Management
Massachusetts
$519K +$26.9K +249 +5%
BWA
1059
BDO Wealth Advisors
Florida
$517K -$62.3K -577 -9%
VWA
1060
Visionary Wealth Advisors
Illinois
$517K -$4.64K -43 -0.8%
PFA
1061
Peak Financial Advisors
Colorado
$517K +$24.1K +223 +4%
BHWM
1062
Bar Harbor Wealth Management
New Hampshire
$515K -$140K -1,292 -19%
JWBC
1063
J.W. Burns & Co
New York
$512K -$70.2K -650 -10%
PCA
1064
Peddock Capital Advisors
Massachusetts
$512K +$38.4K +356 +7%
SIA
1065
Soltis Investment Advisors
Utah
$508K +$225K +2,080 +60%
CC
1066
Cadinha & Co
Hawaii
$504K -$923K -8,550 -61%
MSFP
1067
Mark Sheptoff Financial Planning
Connecticut
$502K -$10.8K -100 -2%
MIM
1068
Merrion Investment Management
New Jersey
$502K
B
1069
Barings
North Carolina
$500K +$337K +3,122 +133%
GAM
1070
Guinness Asset Management
United Kingdom
$494K -$139K -1,286 -19%
HIMC
1071
Heritage Investors Management Corp
Maryland
$493K +$15.8K +146 +3%
MCWS
1072
McKinley Carter Wealth Services
West Virginia
$489K -$8.64K -80 -1%
BIAS
1073
Beacon Investment Advisory Services
New Jersey
$487K +$26.7K +247 +5%
VCP
1074
Verus Capital Partners
Arizona
$486K -$25.8K -239 -4%
OPA
1075
Old Port Advisors
Maine
$486K -$22.4K -207 -4%