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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
FBC
1176
Fairfield, Bush & Co
Connecticut
$424K – – –
CCA
1177
Checchi Capital Advisers
California
$424K +$67.9K +652 +20%
Simon Quick Advisors
1178
Simon Quick Advisors
New Jersey
$424K +$412K +3,954 New
Burney Company
1179
Burney Company
Virginia
$423K – – –
CA
1180
Cornerstone Advisory
Maryland
$421K +$3.85K +37 +0.9%
CCA
1181
Covey Capital Advisors
Georgia
$420K – – –
Waverly Advisors
1182
Waverly Advisors
Alabama
$420K +$120K +1,150 +42%
LCC
1183
Lincoln Capital Corp
Rhode Island
$418K -$42.7K -410 -10%
Stonehage Fleming Financial Services
1184
Stonehage Fleming Financial Services
Jersey
$417K -$32.8K -315 -8%
LW
1185
Lauer Wealth
Indiana
$415K -$45.1K -433 -10%
PO
1186
Private Ocean
California
$415K – – –
WBC
1187
Westpac Banking Corp
Australia
$412K +$173K +1,662 +76%
Federated Hermes
1188
Federated Hermes
Pennsylvania
$410K +$393K +3,770 +6,500%
GJIA
1189
Glass Jacobson Investment Advisors
Maryland
$408K -$19.4K -186 -5%
TAM
1190
Townsend Asset Management
North Carolina
$408K +$417 +4 +0.1%
KBFS
1191
Kohmann Bosshard Financial Services
Ohio
$407K – – –
WWMSC
1192
Wagner Wealth Management (South Carolina)
South Carolina
$406K +$22.1K +212 +6%
OHWA
1193
Oak Hill Wealth Advisors
Virginia
$405K -$14.8K -142 -4%
RFN
1194
Redwood Financial Network
Ohio
$405K -$9.79K -94 -2%
PFGIA
1195
Patriot Financial Group Insurance Agency
Massachusetts
$404K -$25.6K -246 -6%
IWA
1196
IVC Wealth Advisors
Pennsylvania
$404K +$104 +1 +0%
FPCP
1197
Fort Point Capital Partners
California
$404K -$62K -595 -14%
Natixis
1198
Natixis
France
$402K +$390K +3,750 New
MCM
1199
Manchester Capital Management
Vermont
$401K +$208K +2,000 +115%
MCA
1200
MSH Capital Advisors
Arizona
$401K -$69.8K -670 -15%