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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1151
Mark Sheptoff Financial Planning
Connecticut
$638K
MC
1152
Mathes Company
New York
$637K -$22.1K -180 -3%
TPI
1153
Trust Point Inc
Wisconsin
$637K -$31.1K -253 -5%
MCWS
1154
McKinley Carter Wealth Services
West Virginia
$633K +$1.85K +15 +0.3%
V
1155
ViaWealth
Kansas
$629K -$64.2K -522 -9%
FC
1156
Fairscale Capital
New Hampshire
$629K +$565K +4,589 New
TA
1157
TruWealth Advisors
Louisiana
$627K +$30.8K +250 +5%
PP
1158
Paloma Partners
Connecticut
$624K -$1.96M -15,926 -76%
WH
1159
Willner & Heller
California
$619K -$16.5K -134 -3%
LIA
1160
LSP Investment Advisors
New York
$619K
Bank Julius Baer & Co
1161
Bank Julius Baer & Co
Switzerland
$619K -$62.4K -507 -10%
LA
1162
LexAurum Advisors
Kansas
$618K -$73.6K -598 -11%
WA
1163
WBH Advisory
Maryland
$618K -$615 -5 -0.1%
Fisher Asset Management
1164
Fisher Asset Management
Washington
$616K -$114K -926 -16%
AUB
1165
Atlantic Union Bankshares
Virginia
$616K -$4.68K -38 -0.8%
GP
1166
Gridiron Partners
Pennsylvania
$613K
RMDI
1167
R.M. Davis Inc
Maine
$613K +$1.85K +15 +0.3%
FFA
1168
First Foundation Advisors
California
$610K -$239K -1,941 -28%
VCS
1169
Vaughan & Co Securities
New Jersey
$608K -$5.41K -44 -0.9%
C
1170
Certuity
Florida
$607K -$51.1K -415 -8%
SSA
1171
Schonfeld Strategic Advisors
New York
$606K -$25.6M -208,002 -98%
GWM
1172
Geneos Wealth Management
Colorado
$605K -$20.8K -169 -3%
PPWP
1173
Premier Path Wealth Partners
New Jersey
$604K +$53.2K +432 +10%
AWM
1174
Ameliora Wealth Management
Switzerland
$602K -$18.5K -150 -3%
1IA
1175
1620 Investment Advisors
Massachusetts
$602K +$557K +4,529 +1,368%