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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1426
PFG Private Wealth Management
Florida
$85.8K +$19.8K +224 +30%
CWA
1427
Clearview Wealth Advisors
Oregon
$83.3K +$795 +9 +1%
BAAM
1428
Baker Avenue Asset Management
California
$81.6K +$3.18K +36 +4%
SIS
1429
Strategic Investment Solutions
Illinois
$80K +$80.4K +910 New
VC
1430
Vestor Capital
Illinois
$79K
PG
1431
Proffitt & Goodson
Tennessee
$77.8K -$17.7K -200 -18%
EWM
1432
Endurance Wealth Management
Rhode Island
$74K
CA
1433
Centerpoint Advisors
Massachusetts
$73K +$53K +600 +258%
POIA
1434
Pin Oak Investment Advisors
Texas
$71K
LS
1435
Livforsakringsbolaget Skandia
Sweden
$70.3K -$1.75M -19,800 -96%
BONH
1436
Bank of New Hampshire
New Hampshire
$69.1K
ADL
1437
Asset Dedication LLC
California
$69K +$88 +1 +0.1%
WWM
1438
Wolff Wiese Magana
California
$67K -$8.83K -100 -12%
TC
1439
Truvestments Capital
Florida
$64.1K -$79K -894 -55%
HI
1440
Hoey Investments
Pennsylvania
$63.7K
SIS
1441
Sound Income Strategies
Florida
$63.5K
CHA
1442
Carmichael Hill & Associates
Maryland
$61.8K +$13.4K +152 +28%
WAM
1443
Wolverine Asset Management
Illinois
$61.5K
TIM
1444
Thompson Investment Management
Wisconsin
$61.5K +$61.8K +700 New
SWM
1445
Sugarloaf Wealth Management
Georgia
$60.2K +$530 +6 +0.9%
BTI
1446
Blue Trust Inc
Georgia
$58K -$1.77K -20 -2%
FFC
1447
First Financial Corp
Indiana
$58K
TLA
1448
Tanglewood Legacy Advisors
Texas
$57.5K +$530 +6 +0.9%
AT
1449
Avalon Trust
New Mexico
$55.6K +$55.9K +633 New
BCMLT
1450
Beacon Capital Management LLC (Tennessee)
Tennessee
$54.4K -$1.5K -17 -3%