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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CC
1426
Cipher Capital
New York
$341K +$324K +2,595 New
MSA
1427
Marino Stram & Associates
Massachusetts
$341K +$250 +2 +0.1%
CAL
1428
Capital Advisors Ltd
Ohio
$339K +$10.4K +83 +3%
CI Investments Inc
1429
CI Investments Inc
Ontario, Canada
$338K +$76.8K +615 +31%
IAG
1430
Investmark Advisory Group
Connecticut
$337K +$1.12K +9 +0.4%
TPA
1431
Trivium Point Advisory
Connecticut
$336K -$32.1K -257 -9%
MWA
1432
MFA Wealth Advisors
Pennsylvania
$336K -$1.5K -12 -0.5%
CFS
1433
CRA Financial Services
New Jersey
$334K
JSW
1434
Journey Strategic Wealth
New Jersey
$333K +$317K +2,537 New
SHFA
1435
SC&H Financial Advisors
Maryland
$333K
SWM
1436
Selective Wealth Management
Virginia
$330K
MCA
1437
Millennium Capital Advisors
Arkansas
$328K +$43.7K +350 +16%
FWM
1438
Foguth Wealth Management
Michigan
$328K +$312K +2,500 New
WA
1439
Wealth Alliance
New York
$327K -$2.37K -19 -0.8%
UAG
1440
United Advisor Group
Ohio
$326K +$310K +2,482 New
CG
1441
Cynosure Group
Utah
$326K +$310K +2,479 New
LF
1442
Lantz Financial
Illinois
$325K +$2.75K +22 +0.9%
BHWM
1443
Bar Harbor Wealth Management
New Hampshire
$324K -$35.7K -286 -10%
PC
1444
Port Capital
Illinois
$324K -$2.87K -23 -0.9%
CAM
1445
CenterStar Asset Management
Illinois
$324K +$308K +2,463 New
LAM
1446
L2 Asset Management
Massachusetts
$321K +$19.1K +153 +7%
CWP
1447
CFM Wealth Partners
Texas
$320K +$375 +3 +0.1%
CI
1448
CX Institutional
Indiana
$319K +$69.7K +558 +30%
NG
1449
Norden Group
Utah
$319K +$92.9K +744 +44%
TWA
1450
Tandem Wealth Advisors
Arizona
$319K