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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
1351
Marble Harbor Investment Counsel
Massachusetts
$407K
FHA
1352
First Horizon Advisors
Tennessee
$407K +$177K +1,417 +84%
CW
1353
Channel Wealth
California
$405K
MG
1354
Marex Group
$403K +$383K +3,067 New
ET
1355
Equitable Trust
Tennessee
$402K +$37.5K +300 +11%
BWL
1356
Bogart Wealth LLC
Virginia
$399K +$4.5K +36 +1%
MA
1357
MKT Advisors
California
$397K
AFM
1358
Armstrong Fleming & Moore
District of Columbia
$394K
AWM
1359
Avondale Wealth Management
Texas
$394K +$25K +200 +7%
TAM
1360
Trillium Asset Management
Massachusetts
$394K -$126K -1,008 -25%
LEA
1361
Legacy Edge Advisors
New York
$394K
HKIMG
1362
Hutchens & Kramer Investment Management Group
Indiana
$393K
SWS
1363
SYSTM Wealth Solutions
Illinois
$391K -$17.2K -138 -4%
AC
1364
ASB Consultores
Florida
$388K +$369K +2,954 New
ISL
1365
Ingalls & Snyder LLC
New York
$388K -$749 -6 -0.2%
PCS
1366
Personal CFO Solutions
New Jersey
$387K +$47.2K +378 +15%
WAAG
1367
Wealth Alliance Advisory Group
Kansas
$386K -$13.5K -108 -4%
PGIM
1368
Pacific Global Investment Management
California
$385K -$17.6K -141 -5%
GLA
1369
Great Lakes Advisors
Illinois
$384K -$39K -312 -10%
HCA
1370
Harbour Capital Advisors
Virginia
$382K
WF
1371
WoodTrust Financial
Wisconsin
$382K +$1.12K +9 +0.3%
RWMG
1372
Redwood Wealth Management Group
New Jersey
$382K -$3.75K -30 -1%
ACA
1373
Affinity Capital Advisors
California
$381K
SCM
1374
Sterneck Capital Management
Missouri
$381K
VP
1375
Verum Partners
North Carolina
$381K +$624 +5 +0.2%