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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1101
V Wealth Advisors
Kansas
$577K +$14.4K +108 +2%
APP
1102
Avantax Planning Partners
Iowa
$577K +$36.4K +273 +7%
BFA
1103
Beaumont Financial Advisors
Massachusetts
$576K +$533 +4 +0.1%
SIG
1104
Spinnaker Investment Group
California
$575K +$683K +5,121 New
OPA
1105
Old Port Advisors
Maine
$574K +$6.4K +48 +1%
BIAS
1106
Beacon Investment Advisory Services
New Jersey
$572K +$89.3K +670 +18%
RWP
1107
Revolve Wealth Partners
New Jersey
$570K +$587K +4,402 New
MAA
1108
Mraz Amerine & Associates
California
$567K
EL
1109
Essex LLC
Illinois
$566K -$3.33K -25 -0.6%
MWA
1110
Meridian Wealth Advisors
Texas
$566K +$2.8K +21 +0.5%
BWP
1111
BSW Wealth Partners
Colorado
$566K +$583K +4,375 New
SHFA
1112
SC&H Financial Advisors
Maryland
$565K +$582K +4,367 New
CA
1113
Cornerstone Advisory
Maryland
$563K -$6.67K -50 -1%
BAM
1114
Byrne Asset Management
New Jersey
$561K +$578K +4,338 New
PWM
1115
Prentice Wealth Management
New York
$560K -$18.5K -139 -3%
I
1116
INVST
Indiana
$560K +$32.1K +241 +5%
GIA
1117
Gladstone Institutional Advisory
Florida
$559K -$8.27K -62 -1%
ISL
1118
Ingalls & Snyder LLC
New York
$558K
VWM
1119
Venturi Wealth Management
Texas
$557K +$10K +75 +2%
RCG
1120
Regatta Capital Group
California
$556K +$573K +4,299 New
GIA
1121
Gateway Investment Advisers
Ohio
$552K -$126K -943 -18%
TGAM
1122
TBH Global Asset Management
Tennessee
$548K +$57.1K +428 +11%
ALAM
1123
Asahi Life Asset Management
Japan
$545K -$132K -990 -19%
MHIC
1124
Marble Harbor Investment Counsel
Massachusetts
$543K
MFGM
1125
Marshall Financial Group (Maryland)
Maryland
$543K