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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
Exencial Wealth Advisors
1251
Exencial Wealth Advisors
Oklahoma
$355K -$312 -3 -0.1%
TPA
1252
Trivium Point Advisory
Connecticut
$354K -$2.81K -27 -0.8%
AFP
1253
Advus Financial Partners
Florida
$354K – – –
WP
1254
WealthSource Partners
California
$353K -$175K -1,683 -34%
SouthState Corp
1255
SouthState Corp
Florida
$351K +$88.5K +850 +35%
EFSCE
1256
Enterprise Financial Services Corp (EFSC)
Missouri
$351K +$7.6K +73 +2%
PWMAG
1257
Pinnacle Wealth Management Advisory Group
New Jersey
$351K +$114K +1,093 +50%
RAM
1258
Ramirez Asset Management
New York
$350K +$340K +3,266 New
KP
1259
Keel Point
Alabama
$350K +$39.3K +377 +13%
Meridian Wealth Management
1260
Meridian Wealth Management
Kentucky
$350K +$312 +3 +0.1%
SLG
1261
Stanley-Laman Group
Pennsylvania
$347K -$3.24M -31,104 -91%
NCM
1262
Northside Capital Management
Oregon
$346K – – –
OWA
1263
Opal Wealth Advisors
New York
$346K +$7.5K +72 +2%
UF
1264
Univest Financial
Pennsylvania
$346K -$137K -1,319 -29%
PIA
1265
Perennial Investment Advisors
California
$344K +$208 +2 +0.1%
BC
1266
Bridgefront Capital
Texas
$343K +$6.04K +58 +2%
MHIC
1267
Marble Harbor Investment Counsel
Massachusetts
$343K -$10.4K -100 -3%
AWA
1268
Alaska Wealth Advisors
Alaska
$343K – – –
CC
1269
Courier Capital
New York
$343K – – –
OIA
1270
Optimum Investment Advisors
Illinois
$343K – – –
AIM
1271
Anchor Investment Management
South Carolina
$342K – – –
HCM
1272
Hollencrest Capital Management
California
$342K +$1.25K +12 +0.4%
GEA
1273
Glen Eagle Advisors
New Jersey
$341K -$17.9K -172 -5%
BCM
1274
BTC Capital Management
Iowa
$341K – – –
WW
1275
Westshore Wealth
California
$340K – – –