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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1326
CX Institutional
Indiana
$543K +$272K +2,262 +96%
TPWA
1327
TRUE Private Wealth Advisors
Oregon
$542K – – –
1L
1328
10Elms LLP
Oklahoma
$539K -$227K -1,886 -29%
RFN
1329
Redwood Financial Network
Ohio
$539K +$20.1K +167 +4%
SPC
1330
Spirepoint Private Client
Florida
$537K -$96.2K -801 -15%
FWP
1331
Forefront Wealth Partners
Texas
$537K +$28.6K +238 +6%
AC
1332
Avestar Capital
New York
$536K +$278K +2,311 +103%
LA
1333
LVW Advisors
New York
$536K +$25.2K +210 +5%
GIA
1334
Guyasuta Investment Advisors
Pennsylvania
$534K -$1.08M -8,962 -66%
CPC
1335
Congress Park Capital
New York
$534K +$78.6K +654 +17%
TPCW
1336
TD Private Client Wealth
New York
$531K +$40.1K +334 +8%
MSFP
1337
Mark Sheptoff Financial Planning
Connecticut
$530K – – –
T
1338
Tableaux
Massachusetts
$529K – – –
MP
1339
McDonald Partners
Ohio
$525K -$24K -200 -4%
CCA
1340
Checchi Capital Advisers
California
$525K +$4.57K +38 +0.9%
GP
1341
Gridiron Partners
Pennsylvania
$524K – – –
SPF
1342
South Plains Financial
Texas
$524K +$87.1K +725 +19%
PCM
1343
Payne Capital Management
New York
$523K +$534K +4,446 New
LAM
1344
L2 Asset Management
Massachusetts
$523K +$59.2K +493 +12%
PFBT
1345
Parkside Financial Bank & Trust
Missouri
$521K +$42.1K +350 +9%
CC
1346
Courier Capital
New York
$519K +$5.05K +42 +1%
IWA
1347
Icon Wealth Advisors
Texas
$519K +$268K +2,232 +102%
GCA
1348
Gradient Capital Advisors
California
$517K – – –
EA
1349
Everpar Advisors
Oklahoma
$515K +$154K +1,285 +42%
DMBA
1350
Deseret Mutual Benefit Administrators
Utah
$513K -$56.8K -473 -10%