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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1101
Wealth Alliance
New York
$891K +$297K +2,474 +49%
HTC
1102
Haverford Trust Company
Pennsylvania
$890K +$121K +1,010 +15%
IPAM
1103
Investment Partners Asset Management
New Jersey
$883K
CIA
1104
Cladis Investment Advisory
Montana
$883K
TW
1105
Tempo Wealth
Ohio
$878K -$42.1K -350 -4%
JWM
1106
Jeppson Wealth Management
California
$875K +$32.3K +269 +4%
MWM
1107
Mattern Wealth Management
Kansas
$875K +$628K +5,225 +236%
TTIC
1108
Tower Trust & Investment Company
Iowa
$875K -$93.6K -779 -9%
YP
1109
YANKCOM Partnership
South Dakota
$875K +$67.6K +563 +8%
SVWAG
1110
Sound View Wealth Advisors Group
Georgia
$873K -$73.8K -614 -8%
MCA
1111
MSH Capital Advisors
Arizona
$872K +$330K +2,744 +59%
NFG
1112
Northbridge Financial Group
Florida
$871K +$147K +1,222 +20%
BWFA
1113
Baltimore-Washington Financial Advisors
Maryland
$870K -$68.6K -571 -7%
WG
1114
Warner Group
Connecticut
$869K +$444K +3,694 +100%
AFP
1115
ATX Financial Planning
Texas
$869K -$841 -7 -0.1%
AF
1116
Advisornet Financial
Minnesota
$868K -$93.8K -781 -10%
DWT
1117
Dorsey & Whitney Trust
South Dakota
$867K +$137K +1,137 +18%
AP
1118
Anchyra Partners
Georgia
$866K +$7.33K +61 +0.8%
OCBCO
1119
Oversea-Chinese Banking Corp (OCBC)
Singapore
$865K +$450K +3,741 +100%
1CP
1120
17 Capital Partners
Arizona
$864K -$66.8K -556 -7%
GWMR
1121
GC Wealth Management RIA
Massachusetts
$864K -$6.13K -51 -0.7%
NCM
1122
NCM Capital Management
New Jersey
$862K
LBC
1123
Lowe Brockenbrough & Co
Virginia
$861K
Grantham, Mayo, Van Otterloo & Co (GMO)
1124
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$859K
NWWA
1125
New Wave Wealth Advisors
Arkansas
$858K +$290K +2,411 +49%