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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1376
Searle & Co
Connecticut
$210K +$173K +2,000 New
CPSC
1377
Carl P. Sherr & Co
Massachusetts
$209K +$194K +2,250 New
CAL
1378
Capital Advisors Ltd
Ohio
$209K +$8.64K +100 +5%
KWS
1379
Keystone Wealth Services
California
$207K +$193K +2,231 New
LPT
1380
Legacy Private Trust
Wisconsin
$207K +$193K +2,230 New
BBA
1381
Baader Bank Aktiengesellschaft
Germany
$207K +$248K +2,873 New
WSFS
1382
Wilmington Savings Fund Society
Delaware
$207K -$98.6K -1,141 -34%
GWM
1383
Gray Wealth Management
Maine
$206K -$30.8K -357 -14%
GWM
1384
GSB Wealth Management
Connecticut
$206K +$192K +2,220 New
CWM
1385
Concentric Wealth Management
California
$206K -$45.4K -525 -19%
CFO
1386
Callan Family Office
Pennsylvania
$206K +$191K +2,212 New
TAM
1387
Titleist Asset Management
Texas
$205K -$70.7K -818 -27%
OFS
1388
OneAscent Financial Services
Alabama
$204K -$61K -706 -24%
WBC
1389
Westpac Banking Corp
Australia
$203K -$5.03M -58,256 -96%
SI
1390
Saxon Interests
Texas
$203K +$189K +2,185 New
PWMAG
1391
Pinnacle Wealth Management Advisory Group
New Jersey
$203K +$188K +2,180 New
MIM
1392
Morningstar Investment Management
Illinois
$202K +$187K +2,169 New
SAF
1393
Smith Anglin Financial
Texas
$200K +$186K +2,152 New
QT
1394
Quantbot Technologies
New York
$197K -$2.49M -28,872 -93%
AWM
1395
Avior Wealth Management
Nebraska
$197K
LF
1396
Lee Financial
Texas
$193K -$12K -139 -6%
BEI
1397
Benjamin Edwards Inc
Missouri
$190K +$1.9K +22 +1%
PWMA
1398
Pension & Wealth Management Advisors
Massachusetts
$187K -$5.44K -63 -3%
IWP
1399
Icon Wealth Partners
Texas
$186K +$864 +10 +0.5%
CI Investments Inc
1400
CI Investments Inc
Ontario, Canada
$182K +$10.2K +118 +6%