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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1301
Logan Capital Management
Pennsylvania
$744K +$38.9K +227 +6%
CPC
1302
Congress Park Capital
New York
$743K -$77.1K -450 -9%
KBFS
1303
Kohmann Bosshard Financial Services
Ohio
$742K
PAM
1304
Panagora Asset Management
Massachusetts
$740K -$573K -3,342 -44%
TPCW
1305
TD Private Client Wealth
New York
$738K +$9.6K +56 +1%
PIA
1306
Perennial Investment Advisors
California
$737K +$51.6K +301 +8%
QI
1307
Qtron Investments
Massachusetts
$737K -$47.6K -278 -6%
EA
1308
Everpar Advisors
Oklahoma
$736K -$2.4K -14 -0.3%
KFP
1309
KMG Fiduciary Partners
Ohio
$736K +$5.14K +30 +0.7%
Financial Engines Advisors
1310
Financial Engines Advisors
California
$733K +$25.7K +150 +4%
FDP
1311
Financiere des Professionnels
Quebec, Canada
$732K +$552K +3,224 +305%
DI
1312
Disciplined Investors
Texas
$731K -$46.6K -272 -6%
NS
1313
NBC Securities
Alabama
$729K +$43.9K +256 +6%
HWA
1314
Heritage Wealth Advisors
Virginia
$726K
PA
1315
Procyon Advisors
Connecticut
$722K +$130K +758 +22%
JWA
1316
JFS Wealth Advisors
Pennsylvania
$717K -$220K -1,284 -23%
CCA
1317
Checchi Capital Advisers
California
$716K -$80.2K -468 -10%
PCIG
1318
Partners Capital Investment Group
Massachusetts
$714K +$857 +5 +0.1%
LA
1319
LVW Advisors
New York
$714K +$67.5K +394 +10%
GS
1320
GTS Securities
Florida
$713K +$217K +1,267 +44%
RL
1321
Retireful LLC
Michigan
$711K +$713K +4,159 New
WA1
1322
Wimmer Associates 1
California
$708K
CSPIA
1323
Cary Street Partners Investment Advisory
Virginia
$707K +$23.6K +138 +3%
MAG
1324
Mayfair Advisory Group
Alabama
$703K
JMFC
1325
J.M. Forbes & Co
Massachusetts
$702K +$171 +1 +0%