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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1476
Alchemi Wealth
Connecticut
$393K -$10K -77 -2%
F.L. Putnam Investment Management
1477
F.L. Putnam Investment Management
Massachusetts
$392K -$309K -2,374 -41%
AWA
1478
Aaron Wealth Advisors
Illinois
$392K +$12.4K +95 +3%
GSEP
1479
Golden State Equity Partners
California
$391K +$442K +3,396 New
LEA
1480
Legacy Edge Advisors
New York
$390K -$49.8K -383 -10%
SF
1481
Symphony Financial
Texas
$390K +$79.8K +613 +21%
MSA
1482
Marino Stram & Associates
Massachusetts
$390K +$12.8K +98 +3%
JGC
1483
J. Goldman & Co
New York
$389K +$36.6K +281 +9%
SLT
1484
St Louis Trust
Missouri
$388K -$423K -3,249 -49%
OA
1485
Operose Advisors
Wisconsin
$388K +$117K +900 +36%
PCS
1486
Personal CFO Solutions
New Jersey
$387K -$125K -958 -22%
SIM
1487
Stratos Investment Management
Ohio
$386K +$38.5K +296 +10%
Americana Partners
1488
Americana Partners
Texas
$384K -$205K -1,577 -32%
BWP
1489
Bernardo Wealth Planning
Pennsylvania
$383K -$35.1K -270 -8%
LF
1490
Lantz Financial
Illinois
$381K -$15.5K -119 -3%
WA
1491
WBH Advisory
Maryland
$381K -$22.9K -176 -5%
AAG
1492
Armstrong Advisory Group
Massachusetts
$381K -$38.9K -299 -8%
BPWM
1493
BCS Private Wealth Management
New Jersey
$379K +$429K +3,300 New
CCP
1494
Carmel Capital Partners
California
$378K +$104K +803 +32%
SPWM
1495
Schrum Private Wealth Management
Florida
$377K -$3.12K -24 -0.7%
SIC
1496
Sigma Investment Counselors
Michigan
$375K -$5.2K -40 -1%
GFP
1497
Gryphon Financial Partners
Ohio
$375K -$152K -1,169 -26%
MWA
1498
Medallion Wealth Advisors
Connecticut
$374K +$1.69K +13 +0.4%
SCA
1499
Stonebridge Capital Advisors
Minnesota
$374K +$37.6K +289 +10%
ET
1500
Equitable Trust
Tennessee
$373K +$22.5K +173 +6%