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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
1426
Householder Group Estate & Retirement Specialist
Arizona
$233K +$240K +1,798 New
APA
1427
Astoria Portfolio Advisors
New York
$233K +$240K +1,799 New
WF
1428
WoodTrust Financial
Wisconsin
$233K +$240K +1,800 New
OWA
1429
Opal Wealth Advisors
New York
$232K +$239K +1,795 New
WFM
1430
Wolff Financial Management
Michigan
$230K – – –
WDG
1431
Wealth Dimensions Group
Ohio
$230K +$133 +1 +0.1%
Mount Yale Investment Advisors
1432
Mount Yale Investment Advisors
Colorado
$229K – – –
NA
1433
Nottingham Advisors
New York
$228K -$79.6K -597 -25%
ZWJ Investment Counsel
1434
ZWJ Investment Counsel
Georgia
$228K – – –
AIP
1435
Ahrens Investment Partners
Louisiana
$228K +$235K +1,762 New
AFG
1436
Allegheny Financial Group
Pennsylvania
$228K +$235K +1,765 New
CSPIA
1437
Cary Street Partners Investment Advisory
Virginia
$226K -$55.3K -415 -19%
RMCM
1438
Reynders McVeigh Capital Management
Massachusetts
$226K -$33.3K -250 -13%
KCPG
1439
Kavar Capital Partners Group
Kansas
$226K – – –
MAM
1440
McCarthy Asset Management
California
$226K +$1.87K +14 +0.8%
CSB
1441
City State Bank
Iowa
$226K +$233K +1,747 New
AT
1442
American Trust
Kentucky
$226K +$233K +1,750 New
NWM
1443
Northcape Wealth Management
New York
$226K +$233K +1,750 New
SFG
1444
Sowa Financial Group
Rhode Island
$226K +$233K +1,750 New
CA
1445
Calton & Associates
Florida
$225K -$624K -4,679 -73%
AC
1446
Abbrea Capital
California
$225K – – –
DAM
1447
Doheny Asset Management
California
$223K – – –
Ethic Inc
1448
Ethic Inc
New York
$222K +$229K +1,714 New
CT
1449
Coastline Trust
Rhode Island
$221K +$227K +1,705 New
PBO
1450
Peoples Bank (Ohio)
Ohio
$221K +$227K +1,705 New