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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1051
SageView Advisory Group
California
$1.35M +$140K +815 +11%
PDL
1052
Portfolio Design Labs
California
$1.35M +$1.35M +7,904 New
1CP
1053
17 Capital Partners
Arizona
$1.35M +$1.89K +11 +0.1%
LBC
1054
Lowe Brockenbrough & Co
Virginia
$1.33M
LI
1055
Latash Investments
Alaska
$1.33M
IPAM
1056
Investment Partners Asset Management
New Jersey
$1.33M -$11K -64 -0.8%
SLWA
1057
San Luis Wealth Advisors
California
$1.33M +$56.7K +331 +4%
Fisher Asset Management
1058
Fisher Asset Management
Washington
$1.33M +$432K +2,520 +48%
PCM
1059
Pennsylvania Capital Management
Pennsylvania
$1.32M -$57.6K -336 -4%
SEIA
1060
Signature Estate & Investment Advisors
California
$1.32M +$46.3K +270 +4%
SVWAG
1061
Sound View Wealth Advisors Group
Georgia
$1.32M -$56.7K -331 -4%
ACI
1062
Alpha Cubed Investments
California
$1.32M -$87.9K -513 -6%
BFWA
1063
Benchmark Financial Wealth Advisors
Florida
$1.31M +$12.3K +72 +0.9%
CAL
1064
Capital Analysts LLC
Pennsylvania
$1.31M +$75.6K +441 +6%
ARG
1065
Advisory Resource Group
Oklahoma
$1.31M +$3.94K +23 +0.3%
CRC
1066
Curi RMB Capital
Illinois
$1.31M +$49.7K +290 +4%
EWM
1067
EPG Wealth Management
Georgia
$1.3M +$84K +490 +7%
SWM
1068
SeaCrest Wealth Management
New York
$1.3M -$120K -701 -8%
RIG
1069
Renaissance Investment Group
Massachusetts
$1.3M
SB
1070
Strategic Blueprint
Georgia
$1.29M +$120K +699 +10%
VCA
1071
Verdence Capital Advisors
Maryland
$1.29M -$3.08K -18 -0.2%
BLFG
1072
Brian Low Financial Group
Louisiana
$1.29M +$246K +1,438 +24%
GEA
1073
Glen Eagle Advisors
New Jersey
$1.29M +$732K +4,270 +131%
BA
1074
Bellwether Advisors
Nebraska
$1.29M +$1.09M +6,386 +562%
AW
1075
Alteri Wealth
California
$1.28M +$2.06K +12 +0.2%