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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1101
Claro Advisors
Massachusetts
$391K -$456K -5,166 -54%
BFWA
1102
Benchmark Financial Wealth Advisors
Florida
$391K +$3.71K +42 +1%
RRA
1103
Round Rock Advisors
Connecticut
$391K -$146K -1,651 -27%
WA
1104
Wealth Alliance
New York
$388K +$32.5K +368 +9%
FBC
1105
Fairfield, Bush & Co
Connecticut
$387K -$88.3K -1,000 -18%
JE
1106
JMAC Enterprises
Pennsylvania
$386K +$389K +4,400 New
MAM
1107
Morse Asset Management
Connecticut
$386K -$13.2K -150 -3%
UF
1108
Univest Financial
Pennsylvania
$386K +$388K +4,394 New
RBC
1109
Romano Brothers & Co
Illinois
$383K +$530 +6 +0.1%
WB
1110
West Bancorporation
Iowa
$382K -$61.9K -701 -14%
XT
1111
XTX Topco
Cayman Islands
$381K +$383K +4,339 New
BSAM
1112
Blue Square Asset Management
New York
$381K +$383K +4,335 New
CGH
1113
Crossmark Global Holdings
Texas
$379K -$54.1K -612 -12%
LCC
1114
Lincoln Capital Corp
Rhode Island
$379K -$35.1K -397 -8%
CG
1115
Caprock Group
Idaho
$378K +$46.3K +524 +14%
AWM
1116
Accurate Wealth Management
Florida
$377K +$13.3K +151 +3%
WP
1117
Westmount Partners
California
$377K -$58.2K -659 -13%
CCA
1118
Cora Capital Advisors
New Jersey
$377K -$6.18K -70 -2%
EI
1119
Ellevest Inc
New York
$375K +$217K +2,459 +136%
C
1120
Certuity
Florida
$375K +$265 +3 +0.1%
SFFS
1121
Stonehage Fleming Financial Services
Jersey
$371K -$30.5K -345 -7%
FB
1122
Fulton Bank
Pennsylvania
$371K +$373K +4,221 New
AAS
1123
Annex Advisory Services
Wisconsin
$371K -$2.65K -30 -0.7%
CW
1124
Channel Wealth
California
$371K +$373K +4,219 New
Fisher Asset Management
1125
Fisher Asset Management
Washington
$369K -$39.9K -452 -10%