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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1276
Checchi Capital Advisers
California
$697K -$58.4K -425 -8%
MAG
1277
Mayfair Advisory Group
Alabama
$695K +$3.98K +29 +0.7%
LCG
1278
Lakeshore Capital Group
Illinois
$693K -$4.4K -32 -0.7%
OHWA
1279
Oak Hill Wealth Advisors
Virginia
$691K +$42.6K +310 +8%
1L
1280
10Elms LLP
Oklahoma
$690K -$13.7K -100 -2%
WA
1281
Wealth Alliance
New York
$689K -$25.8K -188 -4%
QI
1282
Qtron Investments
Massachusetts
$686K
CC
1283
Courier Capital
New York
$686K +$3.57K +26 +0.6%
CWM
1284
Chemistry Wealth Management
New York
$685K +$20.6K +150 +3%
FLPIM
1285
F.L. Putnam Investment Management
Massachusetts
$683K +$57.6K +419 +10%
AFM
1286
Aspetuck Financial Management
Connecticut
$683K -$1.37K -10 -0.2%
DI
1287
Disciplined Investors
Texas
$680K +$1.92K +14 +0.3%
RCG
1288
Regatta Capital Group
California
$680K +$48.1K +350 +8%
HWA
1289
HHM Wealth Advisors
Tennessee
$678K -$7.14K -52 -1%
NCM
1290
Next Capital Management
New York
$677K +$98.4K +716 +19%
GSIAS
1291
Garden State Investment Advisory Services
New Jersey
$676K +$43.3K +315 +8%
GP
1292
Gridiron Partners
Pennsylvania
$666K
FCB
1293
First County Bank
Connecticut
$666K +$336K +2,443 +122%
BCWM
1294
Bartlett & Co Wealth Management
Ohio
$665K -$4.81K -35 -0.8%
SW
1295
SlateStone Wealth
Florida
$664K
PWMA
1296
Pension & Wealth Management Advisors
Massachusetts
$660K -$20.6K -150 -3%
FAT
1297
First American Trust
California
$660K +$26.5K +193 +5%
BCM
1298
BluePath Capital Management
Georgia
$660K +$140K +1,021 +30%
TWPM
1299
Total Wealth Planning & Management
Florida
$659K +$133K +968 +28%
PFA
1300
Pure Financial Advisors
California
$657K +$603K +4,391 New