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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TTIC
1076
Tower Trust & Investment Company
Iowa
$945K +$18.1K +139 +2%
AF
1077
Advisornet Financial
Minnesota
$938K -$97.2K -747 -8%
LAIC
1078
Lederer & Associates Investment Counsel
California
$935K – – –
PHS
1079
Pekin Hardy Strauss
Illinois
$934K -$521K -4,004 -33%
NL
1080
NWAM LLC
Washington
$930K +$44.1K +339 +4%
Mission Wealth Management
1081
Mission Wealth Management
California
$930K -$51.4K -395 -5%
WAM
1082
Walker Asset Management
Missouri
$926K +$51.7K +397 +5%
SVWAG
1083
Sound View Wealth Advisors Group
Georgia
$924K +$43.3K +333 +4%
Close Asset Management
1084
Close Asset Management
United Kingdom
$924K -$39.6M -304,197 -97%
TAM
1085
Trust Asset Management
Texas
$923K – – –
RIA
1086
Regal Investment Advisors
Michigan
$920K +$408K +3,137 +64%
BWFA
1087
Baltimore-Washington Financial Advisors
Maryland
$916K -$28.6M -219,912 -97%
Bailard
1088
Bailard
California
$914K -$9.89K -76 -0.9%
BWG
1089
Beta Wealth Group
California
$909K -$38.9K -299 -4%
1CP
1090
17 Capital Partners
Arizona
$909K – – –
LIA
1091
Limestone Investment Advisors
New York
$909K +$1.03M +7,901 New
WP
1092
WealthPLAN Partners
Nebraska
$906K -$1.07M -8,187 -51%
BCM
1093
BluePath Capital Management
Georgia
$906K +$188K +1,442 +22%
ISFAN
1094
Investor's Fiduciary Advisor Network
Washington
$902K +$14.6K +112 +1%
Wedmont Private Capital
1095
Wedmont Private Capital
Pennsylvania
$900K -$76.5K -588 -7%
TW
1096
Tempo Wealth
Ohio
$899K +$110K +848 +12%
Csenge Advisory Group
1097
Csenge Advisory Group
Florida
$899K +$62.8K +483 +7%
AIM
1098
Axiom Investment Management
New York
$897K +$1.02M +7,803 New
BAM
1099
Beaumont Asset Management
Texas
$895K +$49.8K +383 +5%
LI
1100
Latash Investments
Alaska
$894K – – –