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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1326
Personal CFO Solutions
New Jersey
$218K +$220K +2,487 New
MA
1327
MJP Associates
Connecticut
$217K -$63.8K -722 -23%
MCM
1328
Manchester Capital Management
Vermont
$216K -$13K -147 -6%
RIA
1329
Regal Investment Advisors
Michigan
$216K +$217K +2,456 New
SAA
1330
Southeast Asset Advisors
Georgia
$216K +$217K +2,455 New
SN
1331
Sittner & Nelson
Oregon
$216K +$353 +4 +0.2%
MSA
1332
Marino Stram & Associates
Massachusetts
$215K +$217K +2,453 New
LAS
1333
LWM Advisory Services
Florida
$215K -$79.1K -895 -27%
CW
1334
Connectus Wealth
Ohio
$215K +$216K +2,450 New
KCM
1335
Kathmere Capital Management
Pennsylvania
$215K +$216K +2,447 New
CWP
1336
CFM Wealth Partners
Texas
$215K +$216K +2,445 New
CWS
1337
Confluence Wealth Services
Pennsylvania
$213K +$214K +2,428 New
RC
1338
Reik & Co
New York
$213K +$214K +2,425 New
MSFS
1339
Main Street Financial Solutions
Pennsylvania
$212K +$213K +2,414 New
DFG
1340
Delta Financial Group
New Jersey
$212K +$213K +2,417 New
VCM
1341
Versant Capital Management
Arizona
$211K +$194K +2,198 +1,047%
Acadian Asset Management
1342
Acadian Asset Management
Massachusetts
$211K -$291K -3,293 -58%
BPCE
1343
Bank Pictet & Cie (Europe)
Germany
$211K +$212K +2,400 New
DACG
1344
Donor Advised Charitable Giving
California
$211K +$212K +2,400 New
LF
1345
Lantz Financial
Illinois
$211K +$212K +2,400 New
Financial Engines Advisors
1346
Financial Engines Advisors
California
$210K -$302K -3,421 -59%
BFO
1347
Boston Family Office
Massachusetts
$210K -$33.7K -382 -14%
AWS
1348
AJ Wealth Strategies
New York
$210K -$1.38M -15,650 -87%
JFA
1349
JNBA Financial Advisors
Minnesota
$210K +$26.5K +300 +14%
AI
1350
Atom Investors
Texas
$210K +$211K +2,386 New