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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1551
Clearstead Trust
Maine
$11.7K
GWMI
1552
Guardian Wealth Management (Illinois)
Illinois
$11.4K +$86 +1 +0.8%
BCM
1553
Bourgeon Capital Management
Connecticut
$10.8K
PWMG
1554
Prestige Wealth Management Group
New Jersey
$9.95K
JGIA
1555
Jackson Grant Investment Advisers
Connecticut
$9.88K +$86 +1 +1%
SWM
1556
Sanctuary Wealth Management
Idaho
$9.76K +$9.07K +105 New
HI
1557
Hoey Investments
Pennsylvania
$9.3K -$54K -625 -86%
BCPWM
1558
Bradley & Co Private Wealth Management
Florida
$9.3K
CSC
1559
Caldwell Sutter Capital
California
$9.3K
EA
1560
Evolution Advisers
Virginia
$9K
SFCL
1561
Strengthening Families & Communities LLC
Massachusetts
$8K +$7.08K +82 New
SF
1562
Safeguard Financial
Wisconsin
$8K +$7.78K +90 New
NC
1563
NewSquare Capital
Pennsylvania
$7.16K -$8.98K -104 -57%
MWM
1564
Mascoma Wealth Management
New Hampshire
$6.85K -$29.7K -344 -84%
MIM
1565
Macroview Investment Management
Maryland
$6.62K
BWS
1566
Buck Wealth Strategies
Colorado
$6.23K
HF
1567
Halpern Financial
Virginia
$5.49K +$5.1K +59 New
Federated Hermes
1568
Federated Hermes
Pennsylvania
$5.39K
HBW
1569
Hazlett, Burt & Watson
West Virginia
$5K
HFS
1570
HBC Financial Services
Washington
$5K
IRC
1571
Investors Research Corp
Georgia
$4.65K
CQS
1572
Credential Qtrade Securities
$4.65K
TJHA
1573
Thomas J. Herzfeld Advisors
Florida
$4.46K
RWM
1574
Raffa Wealth Management
District of Columbia
$4.28K
LWP
1575
Lumature Wealth Partners
Georgia
$3.53K