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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
C2C Wealth Management
Arizona
$234K – – –
SC
1302
Searle & Co
Connecticut
$234K – – –
LB
1303
Legacy Bridge
Iowa
$232K – – –
UBV
1304
United Bank (Virginia)
Virginia
$231K -$3.87K -40 -1%
DWM
1305
Doyle Wealth Management
Florida
$231K +$36.2K +374 +16%
CAAS
1306
Capital Asset Advisory Services
Michigan
$230K -$12.1K -125 -4%
CWM
1307
Concentric Wealth Management
California
$229K – – –
PIA
1308
Perennial Investment Advisors
California
$229K +$39.7K +410 +18%
CAN
1309
Claraphi Advisory Network
United States
$228K -$834K -8,616 -76%
SGA
1310
Seaport Global Advisors
Massachusetts
$227K -$3.58K -37 -1%
TL
1311
Tradewinds LLC
North Carolina
$227K – – –
Bank Pictet & Cie (Europe)
1312
Bank Pictet & Cie (Europe)
Germany
$226K – – –
WC
1313
Whitney & Co
New York
$225K – – –
IAG
1314
Investmark Advisory Group
Connecticut
$224K +$20.5K +212 +9%
ET
1315
Equitable Trust
Tennessee
$223K – – –
GM
1316
Granger Management
New York
$222K -$1.64M -16,980 -86%
EWM
1317
Executive Wealth Management
Michigan
$222K -$235K -2,429 -92%
BFG
1318
Baron Financial Group
New Jersey
$222K – – –
BBA
1319
BLB&B Advisors
Pennsylvania
$221K – – –
Choreo LLC
1320
Choreo LLC
Illinois
$221K +$2.62K +27 +1%
ORI
1321
Oak Ridge Investments
Illinois
$220K +$254K +2,623 New
GFP
1322
Gryphon Financial Partners
Ohio
$220K +$255K +2,635 New
CPA
1323
Capital Performance Advisors
California
$218K – – –
UFA
1324
US Financial Advisors
Massachusetts
$218K +$1.45K +15 +0.6%
AFS
1325
Aft Forsyth & Sober
Florida
$217K – – –