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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
1201
DB Wealth Management Group
California
$302K
Wealth Enhancement Advisory Services
1202
Wealth Enhancement Advisory Services
Minnesota
$302K +$338K +3,491 New
GC
1203
Gruss & Co
Florida
$301K
CWS
1204
Cypress Wealth Services
California
$300K +$194 +2 +0.1%
FWM
1205
Fairhaven Wealth Management
Illinois
$299K +$581 +6 +0.2%
WMS
1206
Wealth Management Solutions
Pennsylvania
$298K -$12.5K -129 -3%
SAMT
1207
Select Asset Management & Trust
Pennsylvania
$297K
CG
1208
Cutler Group
California
$295K -$2.4M -24,831 -88%
AA
1209
AlphaMark Advisors
Kentucky
$295K +$1.94K +20 +0.6%
SFG
1210
Sovereign Financial Group
Connecticut
$295K +$4.07K +42 +1%
PFC
1211
Phocas Financial Corp
California
$295K +$65.4K +675 +24%
MCA
1212
MSH Capital Advisors
Arizona
$295K +$32K +330 +10%
AC
1213
Apogem Capital
New York
$294K -$42.2K -436 -11%
Bank Julius Baer & Co
1214
Bank Julius Baer & Co
Switzerland
$294K -$1.74K -18 -0.5%
HCM
1215
Howland Capital Management
Massachusetts
$294K +$58.1K +600 +21%
SCM
1216
Sterneck Capital Management
Missouri
$293K +$2.9K +30 +0.9%
C
1217
CEDRUS
Colorado
$293K +$7.55K +78 +2%
CG
1218
Caprock Group
Idaho
$292K -$8.43K -87 -2%
HIMC
1219
Heritage Investors Management Corp
Maryland
$290K -$187K -1,934 -36%
BFO
1220
Biltmore Family Office
North Carolina
$288K
IF
1221
IRON Financial
Illinois
$288K +$678 +7 +0.2%
DU
1222
Delphia (USA)
Ontario, Canada
$288K +$4.84K +50 +1%
TC
1223
Titleist Capital
Texas
$287K -$31.2K -322 -9%
CCA
1224
Checchi Capital Advisers
California
$287K +$26.2K +271 +9%
KFGK
1225
Keystone Financial Group (Kentucky)
Kentucky
$286K -$10.1K -104 -3%