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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
LWL
1251
Leo Wealth LLC
Texas
$623K +$51.9K +399 +8%
UAG
1252
United Advisor Group
Ohio
$621K +$271K +2,080 +63%
RT
1253
Rockland Trust
Massachusetts
$617K -$454K -3,486 -39%
SPC
1254
Spirepoint Private Client
Florida
$617K +$86.1K +662 +14%
BTWM
1255
Baker Tilly Wealth Management
Wisconsin
$616K +$697K +5,361 New
JSW
1256
Journey Strategic Wealth
New Jersey
$612K +$14.2K +109 +2%
CIG
1257
Cullen Investment Group
Louisiana
$612K +$4.42K +34 +0.6%
MSR
1258
Main Street Research
Connecticut
$611K +$692K +5,317 New
TWA
1259
Trace Wealth Advisors
California
$609K +$332K +2,550 +93%
SIC
1260
Salem Investment Counselors
North Carolina
$609K -$14.4K -111 -2%
PIA
1261
Perennial Investment Advisors
California
$608K +$118K +905 +21%
Fidelity International
1262
Fidelity International
Bermuda
$607K -$1.04M -8,028 -60%
NS
1263
NBC Securities
Alabama
$607K +$118K +908 +21%
BWP
1264
BSW Wealth Partners
Colorado
$604K -$100K -770 -13%
1IA
1265
1620 Investment Advisors
Massachusetts
$603K +$15.9K +122 +2%
RWP
1266
Revolve Wealth Partners
New Jersey
$602K -$48K -369 -7%
VWA
1267
Visionary Wealth Advisors
Illinois
$599K +$36.2K +278 +6%
PFA
1268
Pure Financial Advisors
California
$598K +$10K +77 +2%
PI
1269
Parkside Investments
Illinois
$598K +$677K +5,200 New
SB
1270
Strategic Blueprint
Georgia
$597K +$80.7K +620 +14%
WFA
1271
Wellspring Financial Advisors
Ohio
$597K +$330K +2,535 +95%
ANBT
1272
American National Bank & Trust
Texas
$594K -$1.56K -12 -0.2%
EIP
1273
Essential Investment Partners
Colorado
$593K -$42.9K -330 -6%
WH
1274
Willner & Heller
California
$593K +$4.16K +32 +0.6%
CCM
1275
CFO Capital Management
Connecticut
$591K +$44.6K +343 +7%