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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1251
LWM Advisory Services
Florida
$496K +$169K +1,352 +56%
GAA
1252
Global Assets Advisory
Florida
$495K +$472K +3,779 New
PFA
1253
Plotkin Financial Advisors
Maryland
$494K – – –
MWM
1254
Mattern Wealth Management
Kansas
$490K +$749 +6 +0.2%
MIS
1255
Morningstar Investment Services
Illinois
$490K -$289K -2,316 -38%
Vaughan David Investments
1256
Vaughan David Investments
Illinois
$490K +$184K +1,473 +65%
Valmark Advisers
1257
Valmark Advisers
Ohio
$490K -$9.62K -77 -2%
SIM
1258
Sentry Investment Management
Wisconsin
$489K – – –
ODG
1259
O'Dell Group
Ohio
$488K +$125 +1 +0%
RRA
1260
Round Rock Advisors
Connecticut
$488K +$88.9K +712 +24%
RFN
1261
Redwood Financial Network
Ohio
$487K -$8.37K -67 -2%
FCA
1262
Fortis Capital Advisors
Kansas
$487K +$463K +3,705 New
Cassaday & Co Wealth Management
1263
Cassaday & Co Wealth Management
Virginia
$486K +$78.3K +627 +20%
UF
1264
Univest Financial
Pennsylvania
$484K +$46K +368 +11%
Jones Financial Companies
1265
Jones Financial Companies
Missouri
$481K +$446K +3,575 +4,157%
GFP
1266
Gryphon Financial Partners
Ohio
$481K +$457K +3,659 New
FA
1267
Faithward Advisors
Pennsylvania
$479K +$455K +3,646 New
EBT
1268
Enterprise Bank & Trust
Massachusetts
$479K +$5K +40 +1%
F.L. Putnam Investment Management
1269
F.L. Putnam Investment Management
Massachusetts
$478K -$40.7K -326 -8%
Eagle Global Advisors
1270
Eagle Global Advisors
Texas
$478K +$92.2K +738 +25%
BIA
1271
Bigelow Investment Advisors
Maine
$477K +$68.3K +547 +18%
FBC
1272
Fairfield, Bush & Co
Connecticut
$476K -$1.87K -15 -0.4%
VR
1273
Valued Retirements
Texas
$474K – – –
FWM
1274
Fairhaven Wealth Management
Illinois
$474K +$500 +4 +0.1%
Commerzbank Aktiengesellschaft
1275
Commerzbank Aktiengesellschaft
Germany
$473K +$107K +855 +31%