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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
1326
Kohmann Bosshard Financial Services
Ohio
$656K +$1.04K +6 +0.2%
TAM
1327
Townsend Asset Management
North Carolina
$654K -$4.88K -28 -0.7%
NCM
1328
Next Capital Management
New York
$653K -$341K -1,960 -34%
SFG
1329
Sovereign Financial Group
Connecticut
$650K -$5.92K -34 -0.9%
NAMNJ
1330
NorthStar Asset Management (New Jersey)
New Jersey
$648K -$69K -396 -10%
PFA
1331
Plotkin Financial Advisors
Maryland
$648K
OBWG
1332
Onyx Bridge Wealth Group
New York
$647K -$7.67K -44 -1%
WWM
1333
Whalen Wealth Management
Nevada
$647K -$394K -2,261 -38%
EW
1334
Evoke Wealth
California
$645K
C
1335
Certuity
Florida
$644K -$339K -1,947 -34%
FHA
1336
First Horizon Advisors
Tennessee
$643K +$9.58K +55 +1%
MWM
1337
Manske Wealth Management
Texas
$643K +$650K +3,728 New
ODG
1338
O'Dell Group
Ohio
$642K +$1.39K +8 +0.2%
TPCW
1339
TD Private Client Wealth
New York
$642K +$58.2K +334 +10%
CCWM
1340
Cassaday & Co Wealth Management
Virginia
$641K -$16K -92 -2%
WP
1341
WMS Partners
Maryland
$641K +$86.8K +498 +15%
BB
1342
Busey Bank
Illinois
$639K -$32.2K -185 -5%
MCM
1343
Manchester Capital Management
Vermont
$637K +$174 +1 +0%
CA
1344
Crewe Advisors
Utah
$637K -$24.9K -143 -4%
Vanguard Capital Wealth Advisors
1345
Vanguard Capital Wealth Advisors
Colorado
$635K +$17.4K +100 +3%
VC
1346
Veracity Capital
Georgia
$633K +$64.6K +371 +11%
BWP
1347
Bernardo Wealth Planning
Pennsylvania
$633K +$1.92K +11 +0.3%
KFGK
1348
Keystone Financial Group (Kentucky)
Kentucky
$632K -$66.9K -384 -9%
SLWA
1349
San Luis Wealth Advisors
California
$632K -$606K -3,477 -49%
AMCA
1350
Arthur M. Cohen & Associates
Illinois
$628K