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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AG
1101
Ascent Group
Virginia
$697K +$85.5K +790 +17%
JWBC
1102
J.W. Burns & Co
New York
$697K
ACM
1103
Avalon Capital Management
California
$696K +$29.2K +270 +5%
TPWA
1104
TRUE Private Wealth Advisors
Oregon
$693K -$27K -250 -5%
MCCA
1105
Mill Creek Capital Advisors
Pennsylvania
$693K +$573K +5,295 New
Verition Fund Management
1106
Verition Fund Management
Connecticut
$693K +$573K +5,292 New
OMC
1107
Overbrook Management Corp
New York
$692K
GWM
1108
Geneos Wealth Management
Colorado
$688K -$15.1K -140 -3%
MCWS
1109
McKinley Carter Wealth Services
West Virginia
$688K -$12.1K -112 -2%
MWA
1110
Meridian Wealth Advisors
Texas
$685K
Impax Asset Management Group
1111
Impax Asset Management Group
United Kingdom
$681K +$563K +5,200 New
VCP
1112
Verus Capital Partners
Arizona
$680K -$27.4K -253 -5%
WH
1113
Willner & Heller
California
$678K +$560K +5,178 New
EI
1114
Ellevest Inc
New York
$672K +$11.1K +103 +2%
AUB
1115
Atlantic Union Bankshares
Virginia
$669K -$14.2K -131 -3%
ABLA
1116
Alan B. Lancz & Associates
Ohio
$668K -$27K -250 -5%
FWM
1117
FFT Wealth Management
Pennsylvania
$667K +$10.7K +99 +2%
IF
1118
Intrua Financial
Texas
$666K +$551K +5,091 New
SFG
1119
Seamount Financial Group
Colorado
$663K +$548K +5,063 New
1IA
1120
1620 Investment Advisors
Massachusetts
$663K +$1.3K +12 +0.2%
ST
1121
Smithfield Trust
Pennsylvania
$662K -$11.5K -106 -2%
SWM
1122
Silverlake Wealth Management
Vermont
$661K -$147K -1,361 -21%
RMDI
1123
R.M. Davis Inc
Maine
$656K
AWM
1124
Ameliora Wealth Management
Switzerland
$656K +$504K +4,660 +1,331%
LIA
1125
LSP Investment Advisors
New York
$655K