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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
UAS
1076
United Asset Strategies
New York
$416K +$696 +6 +0.2%
RG
1077
Retirement Group
California
$415K +$33.7K +290 +9%
JAG
1078
Journey Advisory Group
Kentucky
$413K
SAMT
1079
Select Asset Management & Trust
Pennsylvania
$413K
HIMC
1080
Heritage Investors Management Corp
Maryland
$413K +$412K +3,553 New
AW
1081
ACG Wealth
Georgia
$411K +$5.57K +48 +1%
NB
1082
Nicolet Bankshares
Wisconsin
$407K
SFBLI
1083
Southern Farm Bureau Life Insurance
Mississippi
$407K
WWMSC
1084
Wagner Wealth Management (South Carolina)
South Carolina
$407K +$1.63K +14 +0.5%
CHAM
1085
Clear Harbor Asset Management
Connecticut
$407K +$406K +3,498 New
GWM
1086
Gray Wealth Management
Maine
$402K -$26K -224 -6%
MAG
1087
Mayfair Advisory Group
Alabama
$401K -$17.4K -150 -4%
PA
1088
Procyon Advisors
Connecticut
$400K +$131K +1,129 +49%
PP
1089
Patten & Patten
Tennessee
$398K +$12.6K +109 +3%
IF
1090
IRON Financial
Illinois
$397K +$464 +4 +0.1%
MA
1091
MJP Associates
Connecticut
$396K +$10.2K +88 +3%
PWA
1092
Phoenix Wealth Advisors
North Carolina
$395K
LA
1093
Latitude Advisors
Florida
$395K +$394K +3,399 New
WI
1094
WrapManager Inc
California
$392K +$3.37K +29 +0.9%
VA
1095
Valmark Advisers
Ohio
$391K -$6.27K -54 -2%
DHFB
1096
Dixon Hubard Feinour & Brown
Virginia
$391K
TWA
1097
TCI Wealth Advisors
Arizona
$389K +$37.4K +322 +11%
BFC
1098
Blue Fin Capital
Rhode Island
$389K +$388K +3,347 New
VWM
1099
Vigilare Wealth Management
Arizona
$387K -$45.7K -394 -11%
PWAG
1100
Polaris Wealth Advisory Group
California
$385K +$3.02K +26 +0.8%