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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1126
Mark Sheptoff Financial Planning
Connecticut
$493K
SF
1127
Summit Financial
New Jersey
$491K +$4.37K +42 +0.9%
WA
1128
Wealthstar Advisors
Texas
$486K +$472K +4,537 New
C
1129
Certuity
Florida
$482K +$7.29K +70 +2%
FPGK
1130
Financial Partners Group (Kansas)
Kansas
$481K -$184K -1,766 -26%
OBWG
1131
Onyx Bridge Wealth Group
New York
$481K +$78.5K +754 +20%
GCA
1132
Gradient Capital Advisors
California
$481K
CSIC
1133
Clifford Swan Investment Counsel
California
$481K -$5.21K -50 -1%
BWP
1134
BSW Wealth Partners
Colorado
$479K
PA
1135
Perennial Advisors
New York
$479K
MWM
1136
Mission Wealth Management
California
$479K -$15.4K -148 -3%
MBT
1137
Montecito Bank & Trust
California
$479K +$118K +1,135 +34%
NP
1138
Nilsine Partners
Colorado
$478K -$49.9K -479 -10%
CRC
1139
Curi RMB Capital
Illinois
$476K -$1.15K -11 -0.2%
CM
1140
Capula Management
Cayman Islands
$476K +$462K +4,440 New
AWM
1141
Accurate Wealth Management
Florida
$474K +$18.6K +179 +4%
RCG
1142
Regatta Capital Group
California
$473K -$29.2K -280 -6%
RBC
1143
Romano Brothers & Co
Illinois
$468K +$417 +4 +0.1%
WA1
1144
Wimmer Associates 1
California
$465K -$5.21K -50 -1%
ALAM
1145
Asahi Life Asset Management
Japan
$464K +$451K +4,335 New
ECM
1146
Everence Capital Management
Indiana
$463K +$450K +4,320 New
BPC
1147
Banque Pictet & Cie
Switzerland
$463K -$745K -7,154 -62%
WP
1148
Westmount Partners
California
$459K -$2.4K -23 -0.5%
CCA
1149
Cora Capital Advisors
New Jersey
$457K -$2.71K -26 -0.6%
Fisher Asset Management
1150
Fisher Asset Management
Washington
$453K -$31.9K -306 -7%