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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WC
1351
Whitney & Co
New York
$284K +$2.67K +20 +0.9%
HPWM
1352
Highland Private Wealth Management
Washington
$282K +$291K +2,184 New
HCA
1353
Harbour Capital Advisors
Virginia
$281K – – –
MFG
1354
MidWestOne Financial Group
Iowa
$281K – – –
OR
1355
Olympiad Research
Connecticut
$281K +$290K +2,174 New
NFG
1356
Nadler Financial Group
Illinois
$280K – – –
FAM
1357
Flaharty Asset Management
Florida
$280K +$3.6K +27 +1%
PP
1358
Patten & Patten
Tennessee
$279K -$168K -1,263 -37%
HWM
1359
Hohimer Wealth Management
Washington
$276K -$149K -1,117 -34%
OWA
1360
Outlook Wealth Advisors
Texas
$275K -$6.27K -47 -2%
PPW
1361
Pinnacle Private Wealth
Massachusetts
$274K +$283K +2,120 New
Bartlett & Co Wealth Management
1362
Bartlett & Co Wealth Management
Ohio
$273K -$13.3K -100 -5%
Bartlett & Co
1363
Bartlett & Co
Ohio
$273K -$13.3K -100 -5%
Loring Wolcott & Coolidge Fiduciary Advisors
1364
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$273K -$10.3K -77 -4%
Bank Pictet & Cie (Europe)
1365
Bank Pictet & Cie (Europe)
Germany
$272K – – –
MWPCG
1366
Measured Wealth Private Client Group
New Hampshire
$272K – – –
SRC
1367
Sage Rhino Capital
California
$269K +$667 +5 +0.2%
FAN
1368
Financial Advisors Network
California
$268K – – –
CC
1369
Callan Capital
California
$268K +$276K +2,072 New
Nicholas Hoffman & Company
1370
Nicholas Hoffman & Company
Georgia
$267K – – –
MSA
1371
McAlister Sweet & Associates
Texas
$267K +$275K +2,065 New
Chicago Capital
1372
Chicago Capital
Illinois
$265K – – –
BWM
1373
Baystate Wealth Management
Massachusetts
$265K +$533 +4 +0.2%
PWM
1374
Purus Wealth Management
California
$265K +$1.87K +14 +0.7%
HI
1375
Hoey Investments
Pennsylvania
$265K +$140K +1,050 +105%