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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CFN
1351
Cordasco Financial Network
Florida
$89K +$580 +5 +0.7%
DFCM
1352
Dark Forest Capital Management
Puerto Rico
$87K +$87K +750 New
CHC
1353
City Holding Co
West Virginia
$80K
SBL
1354
Sargent Bickham Lagudis
Colorado
$78K +$12K +103 +18%
CAGAS
1355
Capital Advisory Group Advisory Services
Minnesota
$77K +$42.4K +365 +122%
LWA
1356
Lenox Wealth Advisors
New York
$73K +$5.8K +50 +9%
TC
1357
Tacita Capital
Ontario, Canada
$69K
ARMC
1358
American Research & Management Company
Massachusetts
$66K -$6.96K -60 -10%
FP
1359
Financial Perspectives
Minnesota
$65.2K
CCMW
1360
Cypress Capital Management (Wyoming)
Wyoming
$64K
SWM
1361
Sugarloaf Wealth Management
Georgia
$63K +$348 +3 +0.6%
PFA
1362
Professional Financial Advisors
Nebraska
$61K +$348 +3 +0.6%
CWP
1363
Concord Wealth Partners
Virginia
$58K -$176K -1,519 -75%
CAL
1364
Capital Advisors Ltd
Ohio
$58K
EWA
1365
Evolution Wealth Advisors
Florida
$58K
HFS
1366
Horizon Financial Services
North Carolina
$58K +$58K +500 New
TVWM
1367
Tower View Wealth Management
Wisconsin
$58K +$58K +500 New
VC
1368
Vestor Capital
Illinois
$58K +$58K +500 New
MAM
1369
Magellan Asset Management
Australia
$55K -$54K -465 -49%
CYG
1370
Clean Yield Group
Vermont
$55K
MWM
1371
Mascoma Wealth Management
New Hampshire
$55K +$54.5K +470 New
IWA
1372
IBEX Wealth Advisors
New Jersey
$55K +$54.8K +472 New
PCG
1373
Private Capital Group
Connecticut
$52K +$16K +138 +45%
COCM
1374
Charter Oak Capital Management
New Hampshire
$49K -$5.8K -50 -11%
AIC
1375
Ayalon Insurance Company
Israel
$47K -$270K -2,330 -85%