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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
Shelton Capital Management
1401
Shelton Capital Management
Colorado
$454K -$260K -2,000 -34%
LAM
1402
L2 Asset Management
Massachusetts
$454K +$35.5K +273 +7%
TWM
1403
Topsail Wealth Management
North Carolina
$454K -$7.81K -60 -1%
SFG
1404
Sovereign Financial Group
Connecticut
$453K +$11.4K +88 +2%
LWMM
1405
Legacy Wealth Management (Mississippi)
Mississippi
$453K -$12.5K -96 -2%
EM
1406
Excalibur Management
Massachusetts
$449K +$4.81K +37 +1%
ANC
1407
Ames National Corp
Iowa
$448K – – –
MO
1408
McMillan Office
Michigan
$448K – – –
SIA
1409
Soltis Investment Advisors
Utah
$448K -$51.1K -393 -9%
CPC
1410
Congress Park Capital
New York
$447K +$52.6K +404 +12%
PFO
1411
PMG Family Office
Texas
$446K +$64.9K +499 +15%
GGI
1412
Godsey & Gibb Inc
Virginia
$446K -$2.86K -22 -0.6%
Perfromance Wealth Partners
1413
Perfromance Wealth Partners
Illinois
$445K -$86.3K -663 -15%
PWA
1414
Pitcairn Wealth Advisors
Pennsylvania
$444K -$130 -1 -0%
CPA
1415
Cardiff Park Advisors
California
$444K +$502K +3,858 New
PCTC
1416
Perkins Coie Trust Company
Washington
$442K – – –
PWMAG
1417
Pinnacle Wealth Management Advisory Group
New Jersey
$440K -$188K -1,446 -27%
Fideuram Asset Management (Ireland)
1418
Fideuram Asset Management (Ireland)
$439K -$875K -6,729 -67%
FFO
1419
Fiduciary Family Office
Florida
$438K -$5.2K -40 -1%
HWA
1420
HCR Wealth Advisors
California
$437K -$353K -2,714 -42%
PFA
1421
Plotkin Financial Advisors
Maryland
$435K – – –
MWM
1422
MOR Wealth Management
Pennsylvania
$434K -$44.6K -343 -8%
Harris Associates
1423
Harris Associates
Illinois
$431K – – –
HCM
1424
Hodges Capital Management
Texas
$431K -$13K -100 -3%
Clark Capital Management Group
1425
Clark Capital Management Group
Pennsylvania
$431K +$57.9K +445 +13%