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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1276
Laffer Tengler Investments
Tennessee
$473K +$307K +2,461 +216%
MAP
1277
Moody Aldrich Partners
Massachusetts
$472K -$11.5K -92 -2%
OBWG
1278
Onyx Bridge Wealth Group
New York
$472K -$28.7K -230 -6%
PWMAG
1279
Pinnacle Wealth Management Advisory Group
New Jersey
$470K +$8.74K +70 +2%
JFGIW
1280
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$470K -$125K -1,001 -22%
SAMT
1281
Select Asset Management & Trust
Pennsylvania
$466K – – –
MWM
1282
Mosley Wealth Management
California
$465K -$16.5K -132 -4%
PCM
1283
Poehling Capital Management
Wisconsin
$465K -$10.6K -85 -2%
PA
1284
Perennial Advisors
New York
$465K -$2.5K -20 -0.6%
AAG
1285
Armstrong Advisory Group
Massachusetts
$464K – – –
KFGK
1286
Keystone Financial Group (Kentucky)
Kentucky
$464K +$56.2K +450 +15%
BWP
1287
Bernardo Wealth Planning
Pennsylvania
$463K -$500 -4 -0.1%
Montag & Associates
1288
Montag & Associates
Georgia
$462K +$162K +1,300 +59%
Exencial Wealth Advisors
1289
Exencial Wealth Advisors
Oklahoma
$461K +$250 +2 +0.1%
TBA
1290
Tower Bridge Advisors
Pennsylvania
$461K -$443K -3,547 -50%
MIM
1291
Merrion Investment Management
New Jersey
$460K – – –
EWS
1292
Eagle Wealth Strategies
New Jersey
$457K +$375 +3 +0.1%
GSIAS
1293
Garden State Investment Advisory Services
New Jersey
$457K +$16.4K +131 +4%
Federated Hermes
1294
Federated Hermes
Pennsylvania
$455K +$85.5K +685 +25%
Avantax Planning Partners
1295
Avantax Planning Partners
Iowa
$455K -$7.74K -62 -2%
AAIM
1296
American Assets Investment Management
California
$454K +$431K +3,455 New
AC
1297
Avestar Capital
New York
$452K +$104K +829 +32%
IWA
1298
IVC Wealth Advisors
Pennsylvania
$452K -$23K -184 -5%
BFWM
1299
Bright Futures Wealth Management
New York
$451K +$454K +3,637 New
FPCP
1300
Fort Point Capital Partners
California
$451K -$38.6K -309 -8%