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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1401
Sovereign Financial Group
Connecticut
$460K -$3.85K -32 -0.8%
EM
1402
Excalibur Management
Massachusetts
$460K +$1.08K +9 +0.2%
YIA
1403
YHB Investment Advisors
Connecticut
$460K -$42.9K -357 -8%
ZIM
1404
Zacks Investment Management
Illinois
$459K +$252K +2,095 +116%
ANC
1405
Ames National Corp
Iowa
$459K
MO
1406
McMillan Office
Michigan
$459K
CC
1407
Clearwave Capital
California
$458K +$82.4K +686 +21%
PWPS
1408
Pinnacle Wealth Planning Services
Ohio
$457K +$78.9K +657 +20%
GAM
1409
Groupama Asset Management
France
$455K
AO
1410
Advisor OS
Illinois
$454K +$27.2K +226 +6%
FFO
1411
Fiduciary Family Office
Florida
$454K +$5.65K +47 +1%
BWM
1412
BankPlus Wealth Management
Mississippi
$453K +$28K +233 +6%
PCTC
1413
Perkins Coie Trust Company
Washington
$452K
RTC
1414
Real Talk Capital
Tennessee
$450K +$88.3K +735 +24%
BIA
1415
Bigelow Investment Advisors
Maine
$448K +$21.6K +180 +5%
KCM
1416
Kathmere Capital Management
Pennsylvania
$445K +$167K +1,394 +58%
PFA
1417
Plotkin Financial Advisors
Maryland
$445K
PWP
1418
Precedent Wealth Partners
Texas
$443K +$453K +3,768 New
Harris Associates
1419
Harris Associates
Illinois
$441K
7WCP
1420
71 West Capital Partners
Massachusetts
$441K +$149K +1,244 +50%
CFM
1421
Catalyst Funds Management
Australia
$439K +$449K +3,735 New
VA
1422
Valmark Advisers
Ohio
$438K +$721 +6 +0.2%
DI
1423
Disciplined Investors
Texas
$438K -$84.1K -700 -16%
ZBNA
1424
Zions Bancorporation, National Association
Utah
$437K +$310K +2,584 +228%
GGS
1425
Galvin Gaustad & Stein
Arizona
$437K -$85.9K -715 -16%