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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1401
JNBA Financial Advisors
Minnesota
$248K
PI
1402
Pettee Investors
Connecticut
$248K +$256K +1,920 New
MSL
1403
Mackay Shields LLC
New York
$246K
HH
1404
Hilltop Holdings
Texas
$243K -$79.5K -596 -24%
RIA
1405
Regal Investment Advisors
Michigan
$243K +$250K +1,876 New
LFAS
1406
Level Four Advisory Services
Texas
$242K +$249K +1,869 New
PAM
1407
Palisade Asset Management
Minnesota
$241K
PO
1408
Private Ocean
California
$241K
PNC
1409
Park National Corp
Ohio
$240K
BWP
1410
Bernardo Wealth Planning
Pennsylvania
$240K +$248K +1,860 New
CB
1411
Cadence Bank
Mississippi
$239K
SRC
1412
Shufro Rose & Co
New York
$239K
MMA
1413
Miracle Mile Advisors
California
$238K -$120K -900 -33%
MWA
1414
Monograph Wealth Advisors
California
$236K +$243K +1,825 New
HR
1415
Hayden Royal
North Carolina
$235K -$2.94M -22,015 -92%
EMFAT
1416
Emerald Mutual Fund Advisers Trust
Pennsylvania
$235K
PPW
1417
Parcion Private Wealth
Washington
$235K
CWC
1418
Carolinas Wealth Consulting
North Carolina
$235K +$48.1K +361 +25%
CWP
1419
Concord Wealth Partners
Virginia
$235K +$176K +1,319 +265%
FCBT
1420
First Citizens Bank & Trust
North Carolina
$234K -$66K -495 -21%
GWA
1421
GGM Wealth Advisors
Maryland
$234K -$46K -345 -15%
MMPW
1422
Mitchell McLeod Pugh & Williams
Alabama
$234K
CFD
1423
Creative Financial Designs
Indiana
$233K -$44.8K -336 -16%
TIA
1424
Trust Investment Advisors
Indiana
$233K
HGERS
1425
Householder Group Estate & Retirement Specialist
Arizona
$233K +$240K +1,798 New