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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1526
PACK Private Wealth
Minnesota
$263K
SFG
1527
Sather Financial Group
Texas
$263K
SC
1528
Searle & Co
Connecticut
$263K
TNBTD
1529
Trustmark National Bank Trust Department
Mississippi
$263K +$250K +2,000 New
VAMG
1530
Voisard Asset Management Group
Michigan
$261K -$6.12K -49 -2%
BIP
1531
Blue Investment Partners
California
$258K
PP
1532
PDS Planning
Ohio
$258K +$33.3K +267 +16%
WDC
1533
Woodward Diversified Capital
California
$258K +$500 +4 +0.2%
BFG
1534
Berger Financial Group
Minnesota
$258K -$1.25K -10 -0.5%
LF
1535
Lee Financial
Texas
$257K +$2.87K +23 +1%
LB
1536
Legacy Bridge
Iowa
$257K
PCA
1537
Prosperity Capital Advisors
Ohio
$255K +$4.75K +38 +2%
MSFS
1538
Main Street Financial Solutions
Pennsylvania
$254K -$7.87K -63 -3%
MPWT
1539
MassMutual Private Wealth & Trust
Connecticut
$254K +$21.7K +174 +10%
SF
1540
Symphony Financial
Texas
$253K +$8.12K +65 +3%
WAL
1541
W Advisors LLC
Tennessee
$253K
CC
1542
Cadinha & Co
Hawaii
$253K
DACG
1543
Donor Advised Charitable Giving
California
$253K -$59.3K -475 -20%
JF
1544
JSF Financial
California
$252K +$12.2K +98 +5%
9WM
1545
9258 Wealth Management
Ohio
$252K +$239K +1,917 New
PWPS
1546
Pinnacle Wealth Planning Services
Ohio
$252K +$239K +1,917 New
SI
1547
Saxon Interests
Texas
$251K +$5.75K +46 +2%
AA
1548
Alta Advisers
United Kingdom
$250K
ERIM
1549
Eagle Ridge Investment Management
Connecticut
$250K
SRC
1550
Shufro Rose & Co
New York
$250K