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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
VA
1201
Valmark Advisers
Ohio
$336K +$13.3K +123 +3%
WB
1202
WesBanco Bank
West Virginia
$335K -$195K -1,807 -33%
AssetMark Inc
1203
AssetMark Inc
California
$335K -$11.2K -104 -3%
CCFM
1204
Clear Creek Financial Management
Washington
$335K +$112K +1,040 +40%
MYLI
1205
Meiji Yasuda Life Insurance
Japan
$332K +$393K +3,639 New
PA
1206
Profund Advisors
Maryland
$331K -$77.8K -720 -17%
BWM
1207
Baystate Wealth Management
Massachusetts
$331K +$170K +1,571 +76%
PMFA
1208
Plante Moran Financial Advisors
Michigan
$330K +$5.72K +53 +1%
DWMG
1209
DB Wealth Management Group
California
$329K
ACM
1210
Alethea Capital Management
Washington
$328K -$108K -1,000 -22%
HVIA
1211
Hudson Valley Investment Advisors
New York
$328K
GC
1212
Gruss & Co
Florida
$328K +$32.4K +300 +9%
FCA
1213
FinTrust Capital Advisors
South Carolina
$327K -$18.5K -171 -5%
CG
1214
Caprock Group
Idaho
$326K -$213K -1,970 -36%
FWM
1215
Fairhaven Wealth Management
Illinois
$326K +$756 +7 +0.2%
SAMT
1216
Select Asset Management & Trust
Pennsylvania
$324K
HFS
1217
Howard Financial Services
Texas
$324K +$51K +472 +15%
Bank Julius Baer & Co
1218
Bank Julius Baer & Co
Switzerland
$322K -$92.4K -856 -20%
PA
1219
PFG Advisors
Arizona
$322K -$4.64K -43 -1%
CCA
1220
Checchi Capital Advisers
California
$322K +$58.2K +539 +21%
KFGK
1221
Keystone Financial Group (Kentucky)
Kentucky
$321K +$2.05K +19 +0.5%
SFBLI
1222
Southern Farm Bureau Life Insurance
Mississippi
$319K
AA
1223
AlphaMark Advisors
Kentucky
$319K +$43.2K +400 +13%
SFG
1224
Sovereign Financial Group
Connecticut
$318K -$28.4K -263 -7%
SCM
1225
Sterneck Capital Management
Missouri
$317K -$162K -1,500 -30%