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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
1551
Tower View Wealth Management
Wisconsin
$65K
VC
1552
Vestor Capital
Illinois
$65K
FAG
1553
Fortitude Advisory Group
Washington
$65K +$66.9K +502 New
BBPWM
1554
Blue Bell Private Wealth Management
Pennsylvania
$64K +$65.7K +493 New
SOW
1555
State of Wyoming
Wyoming
$63K -$65.6K -492 -50%
Pacer Advisors
1556
Pacer Advisors
Pennsylvania
$62K +$63.5K +476 New
RFA
1557
Reilly Financial Advisors
California
$62K +$64.1K +481 New
TC
1558
Tacita Capital
Ontario, Canada
$61K -$16.7K -125 -21%
CYG
1559
Clean Yield Group
Vermont
$61K
MWM
1560
Mascoma Wealth Management
New Hampshire
$61K
PCG
1561
Private Capital Group
Connecticut
$58K +$267 +2 +0.5%
GI
1562
Gradient Investments
Minnesota
$57K -$13.2M -99,323 -100%
SIS
1563
Sound Income Strategies
Florida
$53K +$13.3K +100 +33%
AIC
1564
Ayalon Insurance Company
Israel
$52K
TIM
1565
Tortoise Investment Management
New York
$52K
SIC
1566
SJS Investment Consulting
Ohio
$51K +$52.7K +395 New
MAM
1567
Mystic Asset Management
Rhode Island
$51K +$53.3K +400 New
C
1568
Covestor
United Kingdom
$47K +$48K +360 New
CHA
1569
Carmichael Hill & Associates
Maryland
$46K
AWM
1570
AllSquare Wealth Management
New York
$45K
BC
1571
Burleson & Co
California
$43K +$267 +2 +0.6%
QCG
1572
Quadrant Capital Group
Ohio
$43K +$13.2K +99 +42%
CWAF
1573
Core Wealth Advisors (Florida)
Florida
$41K +$6.67K +50 +19%
RCM
1574
Raleigh Capital Management
North Carolina
$40K +$41.3K +310 New
EARNEST Partners
1575
EARNEST Partners
Georgia
$40K +$41.7K +313 New