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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1176
Gables Capital Management
Florida
$906K -$20K -115 -2%
SIC
1177
Samalin Investment Counsel
New York
$906K -$43.6K -250 -5%
MWA
1178
Meridian Wealth Advisors
Texas
$903K
RBC
1179
Roble Belko & Company
Pennsylvania
$902K
SEP
1180
Southland Equity Partners
Missouri
$900K -$62.4K -358 -6%
FC
1181
Forte Capital
New York
$896K -$153K -877 -14%
SFG
1182
Seamount Financial Group
Colorado
$895K -$47K -270 -5%
WA
1183
Wealth Alliance
New York
$894K +$355K +2,037 +65%
ST
1184
Smithfield Trust
Pennsylvania
$893K
MSFP
1185
Mark Sheptoff Financial Planning
Connecticut
$888K
GA
1186
Guerra Advisors
Florida
$888K +$897K +5,147 New
VCP
1187
Verus Capital Partners
Arizona
$880K -$45.6K -262 -5%
BCM
1188
Bourgeon Capital Management
Connecticut
$880K +$889K +5,104 New
MC
1189
Mathes Company
New York
$875K
LA
1190
LexAurum Advisors
Kansas
$874K +$25.3K +145 +3%
MYIA
1191
Mount Yale Investment Advisors
Colorado
$873K +$535K +3,070 +154%
CSIC
1192
Clifford Swan Investment Counsel
California
$870K -$47K -270 -5%
SIC
1193
Salem Investment Counselors
North Carolina
$866K -$69.7K -400 -7%
PFBT
1194
Parkside Financial Bank & Trust
Missouri
$865K +$218K +1,250 +33%
WH
1195
Willner & Heller
California
$864K -$4.53K -26 -0.5%
1IA
1196
1620 Investment Advisors
Massachusetts
$863K +$3.48K +20 +0.4%
ACI
1197
Alpha Cubed Investments
California
$863K -$12.4K -71 -1%
CCFM
1198
Clear Creek Financial Management
Washington
$862K +$74.4K +427 +9%
CCA
1199
Corps Capital Advisors
Texas
$862K +$871K +5,000 New
Bank Julius Baer & Co
1200
Bank Julius Baer & Co
Switzerland
$862K +$54.5K +313 +7%