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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1126
Prentice Wealth Management
New York
$570K +$19.8K +162 +4%
CT
1127
Coastline Trust
Rhode Island
$570K +$340K +2,790 +164%
IGWM
1128
ICA Group Wealth Management
Colorado
$569K +$584K +4,792 New
PCTC
1129
Perkins Coie Trust Company
Washington
$567K -$78.1K -640 -13%
LA
1130
Latitude Advisors
Florida
$565K +$129K +1,055 +31%
FPCP
1131
Fort Point Capital Partners
California
$561K +$218K +1,787 +68%
ATWA
1132
Arbor Trust Wealth Advisors
Michigan
$558K +$536K +4,393 New
APP
1133
Avantax Planning Partners
Iowa
$556K -$10.1K -83 -2%
Bank Julius Baer & Co
1134
Bank Julius Baer & Co
Switzerland
$556K +$500K +4,096 +1,427%
BWP
1135
BSW Wealth Partners
Colorado
$555K
CGH
1136
Crossmark Global Holdings
Texas
$554K -$446K -3,660 -46%
ALAM
1137
Asahi Life Asset Management
Japan
$554K +$18.7K +153 +4%
CT
1138
Chicago Trust
Illinois
$553K -$15.4K -126 -3%
PA
1139
Profund Advisors
Maryland
$551K -$55.2K -453 -9%
PGIM
1140
Pacific Global Investment Management
California
$550K -$129K -1,061 -20%
RCG
1141
Regatta Capital Group
California
$546K
CSPIA
1142
Cary Street Partners Investment Advisory
Virginia
$543K +$309K +2,533 +145%
SHFA
1143
SC&H Financial Advisors
Maryland
$542K -$11.7K -96 -2%
VWM
1144
Venturi Wealth Management
Texas
$540K -$6.71K -55 -1%
FBC
1145
Fairfield, Bush & Co
Connecticut
$540K +$187K +1,530 +56%
FHC
1146
First Heartland Consultants
Missouri
$537K -$135K -1,110 -21%
ISL
1147
Ingalls & Snyder LLC
New York
$534K -$13.2K -108 -3%
PWM
1148
PBMares Wealth Management
Virginia
$534K +$24.4K +200 +5%
LMKC
1149
L.M. Kohn & Company
Ohio
$534K +$513K +4,203 New
MHIC
1150
Marble Harbor Investment Counsel
Massachusetts
$533K