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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
1326
AMG National Trust Bank
Colorado
$302K
PIA
1327
Perennial Investment Advisors
California
$302K +$23.3K +175 +8%
TH
1328
TCTC Holdings
Texas
$301K
AWM
1329
Act Wealth Management
Texas
$300K -$20.7K -155 -6%
GAG
1330
GM Advisory Group
New York
$300K +$38.3K +287 +14%
PP
1331
Palladium Partners
Virginia
$300K +$309K +2,316 New
FDS
1332
First Dallas Securities
Texas
$298K -$40K -300 -12%
CCFM
1333
Clear Creek Financial Management
Washington
$298K +$307K +2,301 New
OCM
1334
Objective Capital Management
Ohio
$295K +$304K +2,282 New
PCM
1335
Princeton Capital Management
New Jersey
$293K +$34.7K +260 +13%
FHB
1336
First Hawaiian Bank
Hawaii
$292K +$301K +2,260 New
WPC
1337
Wedmont Private Capital
Pennsylvania
$292K +$328K +2,458 New
BFA
1338
Bragg Financial Advisors
North Carolina
$291K
MSA
1339
Marino Stram & Associates
Massachusetts
$291K
GIA
1340
Guyasuta Investment Advisors
Pennsylvania
$291K +$6.67K +50 +2%
CPSC
1341
Carl P. Sherr & Co
Massachusetts
$291K +$300K +2,250 New
HI
1342
Harbour Investments
Wisconsin
$289K -$807K -6,051 -73%
LPT
1343
Legacy Private Trust
Wisconsin
$289K
OWM
1344
OneAscent Wealth Management
Alabama
$288K +$296K +2,223 New
KWS
1345
Keystone Wealth Services
California
$288K +$297K +2,226 New
AC
1346
AlphaCore Capital
California
$288K +$297K +2,229 New
MWM
1347
Maltin Wealth Management
New Jersey
$287K +$16.5K +124 +6%
XS
1348
XR Securities
Illinois
$287K +$295K +2,216 New
TFS
1349
Thoroughbred Financial Services
Tennessee
$284K
WC
1350
Whitney & Co
New York
$284K +$2.67K +20 +0.9%