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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1051
Advisornet Financial
Minnesota
$427K -$255K -2,956 -34%
SWA
1052
Sax Wealth Advisors
New Jersey
$426K -$691 -8 -0.1%
GIA
1053
Guyasuta Investment Advisors
Pennsylvania
$423K +$492K +5,700 New
Acadian Asset Management
1054
Acadian Asset Management
Massachusetts
$421K -$61.2K -709 -11%
APA
1055
Astoria Portfolio Advisors
New York
$420K +$138K +1,598 +48%
NP
1056
NorthRock Partners
Minnesota
$417K -$123K -1,430 -20%
GBWM
1057
Granite Bay Wealth Management
New Hampshire
$417K +$485K +5,616 New
OHWP
1058
Oak Harbor Wealth Partners
North Carolina
$414K +$104K +1,200 +27%
PIA
1059
Powell Investment Advisors
Florida
$414K +$4.84K +56 +1%
AFP
1060
Ausdal Financial Partners
Iowa
$414K -$129K -1,490 -21%
ONST
1061
Old North State Trust
North Carolina
$413K +$43.2K +500 +10%
AUB
1062
Atlantic Union Bankshares
Virginia
$412K -$111K -1,280 -19%
KeyBank National Association
1063
KeyBank National Association
Ohio
$411K -$23.3K -270 -5%
FPCP
1064
Fort Point Capital Partners
California
$410K +$26.8K +310 +6%
AAM
1065
Augustine Asset Management
Florida
$409K +$476K +5,515 New
OPA
1066
Old Port Advisors
Maine
$407K +$3.19K +37 +0.7%
EFH
1067
Eaton Financial Holdings
Florida
$406K +$472K +5,466 New
FWA
1068
Freedom Wealth Alliance
Wisconsin
$404K +$471K +5,449 New
BHWM
1069
Bar Harbor Wealth Management
New Hampshire
$404K -$11.1K -129 -2%
FAT
1070
First American Trust
California
$403K -$86.4K -1,000 -16%
SIC
1071
Samalin Investment Counsel
New York
$401K -$39K -452 -8%
FBC
1072
Fairfield, Bush & Co
Connecticut
$401K -$174K -2,017 -27%
RFA
1073
Resurgent Financial Advisors
Georgia
$401K +$180K +2,084 +63%
OWA
1074
Octavia Wealth Advisors
Ohio
$400K +$14.6K +169 +3%
EGM
1075
Engineers Gate Manager
New York
$400K -$623K -7,218 -57%