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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1426
Asset Dedication LLC
California
$57K -$12.5K -145 -16%
WB
1427
Webster Bank
Connecticut
$57K – – –
PPWM
1428
PFG Private Wealth Management
Florida
$56K -$14.9K -173 -19%
BC
1429
Burleson & Co
California
$53.9K +$259 +3 +0.4%
HI
1430
Hoey Investments
Pennsylvania
$53.8K – – –
SIS
1431
Sound Income Strategies
Florida
$53.6K +$14.9K +173 +31%
WAM
1432
Wolverine Asset Management
Illinois
$51.9K – – –
SWM
1433
Sugarloaf Wealth Management
Georgia
$50.4K +$58.6K +679 New
MPWT
1434
MassMutual Private Wealth & Trust
Connecticut
$49K +$19.9K +230 +54%
FFC
1435
First Financial Corp
Indiana
$49K +$24.9K +288 +77%
TLA
1436
Tanglewood Legacy Advisors
Texas
$48.1K +$56K +649 New
CWP
1437
Concord Wealth Partners
Virginia
$47.5K +$55.3K +640 New
BCMLT
1438
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.2K +$36K +417 +190%
WOSD
1439
WFA of San Diego
California
$46K +$53.5K +620 New
TF
1440
TimeScale Financial
Massachusetts
$45.7K – – –
PA
1441
PSI Advisors
Florida
$44.9K +$432 +5 +0.8%
MA
1442
MCF Advisors
Kentucky
$44.5K +$8.64K +100 +20%
CHC
1443
City Holding Co
West Virginia
$43.5K – – –
WAM
1444
WFA Asset Management
Wisconsin
$41.8K +$432 +5 +0.9%
FP
1445
Financial Perspectives
Minnesota
$41.5K – – –
RFG
1446
RFP Financial Group
Georgia
$41.3K +$48.2K +558 New
PCA
1447
Providence Capital Advisors
North Carolina
$41.1K -$38.6K -447 -45%
AF
1448
Arrow Financial
New York
$41K – – –
CHA
1449
Carmichael Hill & Associates
Maryland
$41K +$4.32K +50 +10%
TC
1450
Tacita Capital
Ontario, Canada
$39K – – –