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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
Avior Wealth Management
1301
Avior Wealth Management
Nebraska
$572K +$126K +970 +24%
CWM
1302
Chemistry Wealth Management
New York
$571K – – –
BAM
1303
Broyhill Asset Management
North Carolina
$570K – – –
HBK Sorce Advisory
1304
HBK Sorce Advisory
Pennsylvania
$570K -$66.4K -510 -10%
Smithfield Trust
1305
Smithfield Trust
Pennsylvania
$569K -$28.8K -221 -4%
GCM
1306
Gunpowder Capital Management
Maryland
$568K – – –
LCG
1307
Lakeshore Capital Group
Illinois
$568K +$15.6K +120 +2%
GCM
1308
Gables Capital Management
Florida
$568K -$29.3K -225 -4%
AFM
1309
Aspetuck Financial Management
Connecticut
$564K +$1.3K +10 +0.2%
NWWA
1310
New Wave Wealth Advisors
Arkansas
$561K +$328K +2,520 +107%
Clifford Swan Investment Counsel
1311
Clifford Swan Investment Counsel
California
$560K – – –
LAM
1312
LOM Asset Management
$558K -$5.2K -40 -0.8%
HWM
1313
Heirloom Wealth Management
Colorado
$558K -$208K -1,596 -25%
VCAM
1314
Van Cleef Asset Management
Ohio
$558K – – –
Aptus Capital Advisors
1315
Aptus Capital Advisors
Alabama
$557K -$654K -5,024 -51%
DMBA
1316
Deseret Mutual Benefit Administrators
Utah
$556K +$362K +2,784 +136%
WA
1317
WealthTrust Axiom
Pennsylvania
$554K -$12.8K -98 -2%
FCA
1318
Fortis Capital Advisors
Kansas
$554K +$407K +3,128 +185%
UWPG
1319
Ullmann Wealth Partners Group
Florida
$553K -$5.72K -44 -0.9%
MSFP
1320
Mark Sheptoff Financial Planning
Connecticut
$552K -$13K -100 -2%
DQRIM
1321
Dale Q Rice Investment Management
Washington
$550K – – –
WIA
1322
Wealthedge Investment Advisors
New York
$550K +$623K +4,785 New
AT
1323
Adelphi Trust
Florida
$549K +$134K +1,028 +27%
GSIAS
1324
Garden State Investment Advisory Services
New Jersey
$548K +$30.1K +231 +5%
OFG
1325
Oxford Financial Group
Indiana
$544K -$17.6K -135 -3%