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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
1476
Forvis Mazars Wealth Advisors
Missouri
$287K -$12.3K -100 -4%
DTL
1477
Dynamic Technology Lab
Singapore
$286K +$284K +2,307 New
MPWT
1478
MassMutual Private Wealth & Trust
Connecticut
$285K +$45.7K +371 +19%
V
1479
VeraBank
Texas
$282K -$4.06K -33 -1%
BA
1480
Bristlecone Advisors
Washington
$282K -$4.31K -35 -2%
GM
1481
GeoWealth Management
Illinois
$282K -$6.28K -51 -2%
RB
1482
Renasant Bank
Mississippi
$281K -$492 -4 -0.2%
VCP
1483
Vista Capital Partners
Oregon
$281K -$984 -8 -0.4%
CPSC
1484
Carl P. Sherr & Co
Massachusetts
$279K
JDR
1485
Jay D. Rosenbaum
$277K -$13.5K -110 -5%
Empower Advisory Group
1486
Empower Advisory Group
Colorado
$276K +$50.3K +409 +22%
LPT
1487
Legacy Private Trust
Wisconsin
$276K
AWM
1488
Avior Wealth Management
Nebraska
$276K -$110K -897 -29%
GWM
1489
Gray Wealth Management
Maine
$275K +$123 +1 +0%
CCA
1490
Clearwater Capital Advisors
Illinois
$274K +$123 +1 +0%
CAC
1491
Certified Advisory Corp
Florida
$273K +$18.7K +152 +7%
NFG
1492
Nadler Financial Group
Illinois
$273K +$25.2K +205 +10%
APA
1493
Astoria Portfolio Advisors
New York
$273K +$1.6K +13 +0.6%
WP
1494
WMS Partners
Maryland
$273K +$13.7K +111 +5%
EL
1495
Essex LLC
Illinois
$271K -$50.8K -413 -16%
SAF
1496
Smith Anglin Financial
Texas
$271K
LCC
1497
Lincoln Capital Corp
Rhode Island
$271K
PA
1498
Perennial Advisors
New York
$271K -$167K -1,354 -38%
TCOV
1499
Trust Company of Vermont
Vermont
$269K +$36.7K +298 +16%
MG
1500
Meritage Group
California
$269K +$267K +2,173 New