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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1351
Eagle Global Advisors
Texas
$628K
PIA
1352
Perennial Investment Advisors
California
$627K +$27K +155 +4%
ACP
1353
Aveo Capital Partners
Colorado
$627K +$634K +3,637 New
FWM
1354
Fairhaven Wealth Management
Illinois
$626K +$3.31K +19 +0.5%
ACP
1355
Arcus Capital Partners
Georgia
$624K -$11K -63 -1%
SMG
1356
Smart Money Group
Texas
$623K +$410K +2,355 +187%
WFC
1357
Western Financial Corp
California
$623K +$629K +3,612 New
VR
1358
Valued Retirements
Texas
$623K
ACA
1359
Atlas Capital Advisors
Wyoming
$621K +$348K +2,000 +125%
BAM
1360
Blueshift Asset Management
New Jersey
$620K -$1.29M -7,427 -67%
CCP
1361
Carmel Capital Partners
California
$614K -$10.6K -61 -2%
RFN
1362
Redwood Financial Network
Ohio
$607K -$15.3K -88 -2%
MSAM
1363
Moloney Securities Asset Management
Missouri
$606K -$45.8K -263 -7%
SAMT
1364
Select Asset Management & Trust
Pennsylvania
$605K -$6.79K -39 -1%
MIM
1365
Merrion Investment Management
New Jersey
$603K
WA
1366
WBH Advisory
Maryland
$601K -$191K -1,096 -24%
CI Investments Inc
1367
CI Investments Inc
Ontario, Canada
$598K +$182K +1,042 +43%
SFO
1368
Stokes Family Office
Louisiana
$598K +$604K +3,468 New
AC
1369
Avory & Company
Florida
$597K -$74.9K -430 -11%
AAIM
1370
American Assets Investment Management
California
$596K
CI
1371
CX Institutional
Indiana
$594K +$136K +783 +29%
AAG
1372
Armstrong Advisory Group
Massachusetts
$594K
PWM
1373
Palumbo Wealth Management
New York
$594K +$2.96K +17 +0.5%
TWPM
1374
Total Wealth Planning & Management
Florida
$593K +$600K +3,441 New
RCYC
1375
Richard C. Young & Co
Rhode Island
$593K +$3.14K +18 +0.5%