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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1401
Avior Wealth Management
Nebraska
$465K -$122K -1,019 -20%
SLWA
1402
San Luis Wealth Advisors
California
$465K -$59.1K -492 -11%
SAG
1403
SageView Advisory Group
California
$463K -$4.21K -35 -0.9%
SMWM
1404
Silvia McColl Wealth Management
California
$461K -$10.8K -90 -2%
TCM
1405
Triumph Capital Management
Colorado
$461K +$35.9K +299 +8%
QWP
1406
Quotient Wealth Partners
Texas
$460K +$83.4K +694 +22%
SFG
1407
Sovereign Financial Group
Connecticut
$460K -$3.85K -32 -0.8%
EM
1408
Excalibur Management
Massachusetts
$460K +$1.08K +9 +0.2%
YIA
1409
YHB Investment Advisors
Connecticut
$460K -$42.9K -357 -8%
ZIM
1410
Zacks Investment Management
Illinois
$459K +$252K +2,095 +116%
ANC
1411
Ames National Corp
Iowa
$459K – – –
MO
1412
McMillan Office
Michigan
$459K – – –
CC
1413
Clearwave Capital
California
$458K +$82.4K +686 +21%
PWPS
1414
Pinnacle Wealth Planning Services
Ohio
$457K +$78.9K +657 +20%
GAM
1415
Groupama Asset Management
France
$455K – – –
AO
1416
Advisor OS
Illinois
$454K +$27.2K +226 +6%
FFO
1417
Fiduciary Family Office
Florida
$454K +$5.65K +47 +1%
BWM
1418
BankPlus Wealth Management
Mississippi
$453K +$28K +233 +6%
PCTC
1419
Perkins Coie Trust Company
Washington
$452K – – –
RTC
1420
Real Talk Capital
Tennessee
$450K +$88.3K +735 +24%
BIA
1421
Bigelow Investment Advisors
Maine
$448K +$21.6K +180 +5%
KCM
1422
Kathmere Capital Management
Pennsylvania
$445K +$167K +1,394 +58%
PFA
1423
Plotkin Financial Advisors
Maryland
$445K – – –
PWP
1424
Precedent Wealth Partners
Texas
$443K +$453K +3,768 New
Harris Associates
1425
Harris Associates
Illinois
$441K – – –