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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1151
Sweet Financial Partners
Minnesota
$511K +$527K +3,950 New
CWS
1152
Cypress Wealth Services
California
$509K +$133 +1 +0%
MWM
1153
Modera Wealth Management
New Jersey
$508K +$284K +2,131 +119%
AssetMark Inc
1154
AssetMark Inc
California
$507K +$483K +3,621 +1,232%
VDI
1155
Vaughan David Investments
Illinois
$505K +$227K +1,700 +77%
BFWA
1156
Benchmark Financial Wealth Advisors
Florida
$503K +$3.87K +29 +0.8%
RE
1157
RBC Europe
United Kingdom
$502K -$129K -966 -20%
ST
1158
Smithfield Trust
Pennsylvania
$501K
DHFB
1159
Dixon Hubard Feinour & Brown
Virginia
$499K +$66.7K +500 +15%
WAAG
1160
Wealth Alliance Advisory Group
Kansas
$498K
ACA
1161
Atlas Capital Advisors
Wyoming
$492K
SIM
1162
Stratos Investment Management
Ohio
$486K -$63.6K -477 -11%
IIA
1163
IPG Investment Advisors
California
$486K -$11.3K -85 -2%
ONST
1164
Old North State Trust
North Carolina
$485K +$15.1K +113 +3%
SFG
1165
Sovereign Financial Group
Connecticut
$482K +$230K +1,725 +86%
RF
1166
Rollins Financial
Georgia
$478K +$493K +3,695 New
NCM
1167
NCM Capital Management
New Jersey
$476K +$491K +3,679 New
KFGK
1168
Keystone Financial Group (Kentucky)
Kentucky
$473K +$3.07K +23 +0.6%
BFO
1169
Boston Family Office
Massachusetts
$472K -$66.7K -500 -12%
HC
1170
HNP Capital
New York
$471K
VRM
1171
Vectors Research Management
New York
$471K
VWM
1172
Vigilare Wealth Management
Arizona
$471K +$41.1K +308 +9%
GEA
1173
Glen Eagle Advisors
New Jersey
$468K -$53.3K -400 -10%
FCA
1174
FinTrust Capital Advisors
South Carolina
$467K -$23.1K -173 -5%
PMFA
1175
Plante Moran Financial Advisors
Michigan
$465K -$49.5K -371 -9%