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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
1076
Oder Investment Management
California
$37K +$33.1K +569 New
FP
1077
Financial Perspectives
Minnesota
$36.3K
CCMW
1078
Cypress Capital Management (Wyoming)
Wyoming
$36K
CFO
1079
CVA Family Office
Colorado
$35K
BWA
1080
Burt Wealth Advisors
Maryland
$34K
VBCG
1081
Valley Brook Capital Group
Pennsylvania
$34K +$30.6K +525 New
CHA
1082
Carmichael Hill & Associates
Maryland
$33K
PFA
1083
Professional Financial Advisors
Nebraska
$33K
TFIPS
1084
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.4K +$29.1K +500 New
CAL
1085
Capital Advisors Ltd
Ohio
$32K
EWA
1086
Evolution Wealth Advisors
Florida
$32K
LGA
1087
Lebenthal Global Advisors
New York
$32K +$29.1K +500 New
MF
1088
Manchester Financial
California
$30K
LWANC
1089
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K +$233 +4 +0.9%
RFA
1090
Reilly Financial Advisors
California
$29K
SWM
1091
Selective Wealth Management
Virginia
$29K +$175 +3 +0.7%
TIM
1092
Tortoise Investment Management
New York
$26K
COCM
1093
Charter Oak Capital Management
New Hampshire
$26K +$23.3K +400 New
EW
1094
Evoke Wealth
California
$25K +$22.4K +385 New
AIL
1095
AGF Investments LLC
Ontario, Canada
$23K -$4.25K -73 -17%
FWM
1096
FSA Wealth Management
Massachusetts
$23K +$20.4K +350 New
WB
1097
Webster Bank
Connecticut
$22K -$10.5K -180 -34%
AWM
1098
AllSquare Wealth Management
New York
$22K
CPWM
1099
Cypress Point Wealth Management
Texas
$21K +$18.9K +325 New
DOA
1100
D'Orazio & Associates
Virginia
$21K +$19.2K +330 New