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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MS
1401
Madden Securities
Texas
$265K +$255K +2,090 New
SRC
1402
Sage Rhino Capital
California
$264K +$122 +1 +0%
AA
1403
Aire Advisors
California
$264K +$164K +1,346 New
JDR
1404
Jay D. Rosenbaum
$263K -$129K -1,060 -34%
MSA
1405
McAlister Sweet & Associates
Texas
$262K
NHC
1406
Nicholas Hoffman & Company
Georgia
$262K
BWM
1407
Baystate Wealth Management
Massachusetts
$261K +$732 +6 +0.3%
CC
1408
Chicago Capital
Illinois
$260K
WTB
1409
Washington Trust Bank
Washington
$259K +$976 +8 +0.4%
PP
1410
Pegasus Partners
Wisconsin
$258K
SCA
1411
Stonebridge Capital Advisors
Minnesota
$258K
PFM
1412
Peak Financial Management
Massachusetts
$258K +$2.19K +18 +0.9%
RIA
1413
Regal Investment Advisors
Michigan
$258K +$19.3K +158 +8%
EDRH
1414
Edmond de Rothschild Holding
Switzerland
$258K +$79.5K +652 +47%
PTC
1415
Philadelphia Trust Company
Pennsylvania
$258K +$248K +2,033 New
BFG
1416
Bouchey Financial Group
New York
$257K
PPW
1417
Parcion Private Wealth
Washington
$257K
DAM
1418
Draper Asset Management
New York
$257K +$247K +2,023 New
ECG
1419
Edge Capital Group
Georgia
$256K -$44.6K -366 -15%
ABC
1420
Associated Banc-Corp
Wisconsin
$255K
RF
1421
Rollins Financial
Georgia
$254K -$207K -1,695 -46%
EWM
1422
Evermay Wealth Management
Virginia
$254K
MAM
1423
Madison Asset Management
Wisconsin
$254K
PPW
1424
PACK Private Wealth
Minnesota
$254K
PC
1425
Port Capital
Illinois
$254K