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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
1476
Citizens National Bank Trust Department
Mississippi
$22K – – –
TFP
1477
Tilia Fiduciary Partners
North Carolina
$21.8K -$5.18K -60 -17%
KFS
1478
Kelly Financial Services
Massachusetts
$21K – – –
AIC
1479
Ayalon Insurance Company
Israel
$20K – – –
BWA
1480
Boulder Wealth Advisors
Colorado
$20K +$22.7K +263 New
CAS
1481
Coppell Advisory Solutions
Texas
$20K +$23.2K +269 New
CASC
1482
Coppell Advisory Solutions Corp
Texas
$20K +$23.2K +269 New
CWAF
1483
Core Wealth Advisors (Florida)
Florida
$19.7K – – –
HWMA
1484
Heritage Wealth Management (Arizona)
Arizona
$19.6K -$31.8K -368 -58%
TFS
1485
TrustCore Financial Services
Tennessee
$19.4K – – –
Federated Hermes
1486
Federated Hermes
Pennsylvania
$18.6K +$21.7K +251 New
FMTCOCP
1487
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K +$10.8K +125 +107%
GPGA
1488
Grandeur Peak Global Advisors
Utah
$17.9K -$989K -11,454 -98%
HFM
1489
Hartford Financial Management
Connecticut
$17.8K +$173 +2 +0.8%
QC
1490
Quent Capital
New York
$17.4K +$86 +1 +0.4%
FCMT
1491
Founders Capital Management (Texas)
Texas
$17K – – –
ANBT
1492
American National Bank & Trust
Texas
$17K +$173 +2 +0.9%
WAS
1493
Winch Advisory Services
Wisconsin
$17K +$7.17K +83 +55%
CA
1494
Centerpoint Advisors
Massachusetts
$17K +$20.1K +233 New
OWA
1495
One Wealth Advisors
California
$17K +$19.8K +229 New
BIA
1496
Bell Investment Advisors
California
$16.7K -$1.9K -22 -9%
DMKJ
1497
David M. Knott Jr
$16K – – –
TC
1498
Trust Company
Kansas
$16K – – –
MCM
1499
MV Capital Management
Maryland
$15.7K – – –
VCM
1500
Versant Capital Management
Arizona
$15.6K +$518 +6 +3%