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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1176
Gradient Capital Advisors
California
$687K
KFP
1177
KMG Fiduciary Partners
Ohio
$678K
CWM
1178
Chemistry Wealth Management
New York
$675K +$17.3K +125 +3%
UAG
1179
United Advisor Group
Ohio
$674K -$54.9K -396 -8%
SIA
1180
Soltis Investment Advisors
Utah
$673K +$22.6K +163 +4%
HCM
1181
Howard Capital Management
Georgia
$670K +$607K +4,372 New
SIM
1182
Stratos Investment Management
Ohio
$667K +$42.5K +306 +8%
WA1
1183
Wimmer Associates 1
California
$665K
PCM
1184
Presidio Capital Management
California
$659K +$97.5K +703 +20%
MAG
1185
Mayfair Advisory Group
Alabama
$659K +$26.1K +188 +5%
FHB
1186
First Hawaiian Bank
Hawaii
$655K +$416 +3 +0.1%
EF
1187
Empirical Finance
Pennsylvania
$654K +$212K +1,530 +56%
TW
1188
Trajan Wealth
Arizona
$654K -$6.66K -48 -1%
KA
1189
Kovack Advisors
Florida
$653K -$48.1K -347 -8%
AC
1190
AXQ Capital
New Jersey
$653K +$592K +4,266 New
CCA
1191
Cora Capital Advisors
New Jersey
$653K
WAM
1192
WNY Asset Management
New York
$653K -$5.83K -42 -1%
Fisher Asset Management
1193
Fisher Asset Management
Washington
$650K -$101K -728 -15%
BWP
1194
Bernardo Wealth Planning
Pennsylvania
$650K +$40.4K +291 +8%
MWM
1195
Mosley Wealth Management
California
$649K +$57.7K +416 +12%
MPWT
1196
MassMutual Private Wealth & Trust
Connecticut
$646K +$266K +1,918 +83%
OA
1197
Operose Advisors
Wisconsin
$645K +$2.08K +15 +0.4%
NG
1198
Norden Group
Utah
$645K +$214K +1,546 +58%
BCM
1199
Bienville Capital Management
New York
$643K
EBT
1200
Enterprise Bank & Trust
Massachusetts
$643K +$58.4K +421 +11%