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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1051
RWA Wealth Partners
Massachusetts
$592K +$223K +2,140 +63%
AF
1052
Advisornet Financial
Minnesota
$592K +$833 +8 +0.1%
PIA
1053
Powell Investment Advisors
Florida
$591K -$104 -1 -0%
BL
1054
Balentine LLC
Georgia
$591K +$37.4K +359 +7%
PCM
1055
Poehling Capital Management
Wisconsin
$590K -$14.6K -140 -2%
AAM
1056
Augustine Asset Management
Florida
$589K
CFMC
1057
Curbstone Financial Management Corp
New Hampshire
$587K
HH
1058
Hilltop Holdings
Texas
$583K -$47.6K -457 -8%
VCP
1059
Verus Capital Partners
Arizona
$583K +$40.6K +390 +8%
MP
1060
McDonald Partners
Ohio
$582K +$2.08K +20 +0.4%
FFG
1061
Fortem Financial Group
California
$581K +$565K +5,424 New
BCM
1062
BluePath Capital Management
Georgia
$579K +$563K +5,402 New
GWM
1063
Geneos Wealth Management
Colorado
$578K +$24.7K +237 +5%
CCM
1064
Coldstream Capital Management
Washington
$576K +$35.6K +342 +7%
MCWS
1065
McKinley Carter Wealth Services
West Virginia
$575K -$3.02K -29 -0.5%
ABLA
1066
Alan B. Lancz & Associates
Ohio
$573K -$52.1K -500 -9%
Vanguard Capital Wealth Advisors
1067
Vanguard Capital Wealth Advisors
Colorado
$573K +$50.3K +483 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
1068
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$573K +$557K +5,348 New
JWBC
1069
J.W. Burns & Co
New York
$571K
FWA
1070
Freedom Wealth Alliance
Wisconsin
$568K +$11.2K +108 +2%
OWA
1071
Octavia Wealth Advisors
Ohio
$567K +$208 +2 +0%
OMC
1072
Overbrook Management Corp
New York
$566K -$81.2K -780 -13%
EFH
1073
Eaton Financial Holdings
Florida
$565K +$549K +5,273 New
AUB
1074
Atlantic Union Bankshares
Virginia
$561K
MWA
1075
Meridian Wealth Advisors
Texas
$561K -$2.08K -20 -0.4%