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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
ALA
1551
Atlas Legacy Advisors
California
$343K -$97.1K -598 -20%
NFSG
1552
Newbridge Financial Services Group
Florida
$342K -$44.6K -275 -10%
Financial Engines Advisors
1553
Financial Engines Advisors
California
$341K -$109K -672 -22%
FMWA
1554
Forvis Mazars Wealth Advisors
Missouri
$340K +$11.4K +70 +3%
Vanguard Capital Wealth Advisors
1555
Vanguard Capital Wealth Advisors
Colorado
$340K -$202K -1,247 -34%
HDA
1556
Harold Davidson & Associates
California
$340K
PC
1557
Port Capital
Illinois
$340K +$13.5K +83 +4%
RC
1558
Reik & Co
New York
$339K
FFA
1559
First Foundation Advisors
California
$339K +$40.4K +249 +11%
PIM
1560
Penobscot Investment Management
Massachusetts
$336K +$390K +2,405 New
SAM
1561
Secure Asset Management
Michigan
$336K -$8.12K -50 -2%
HCP
1562
Hardin Capital Partners
South Carolina
$335K
RSC
1563
Red Spruce Capital
Pennsylvania
$331K
YIA
1564
YHB Investment Advisors
Connecticut
$331K -$8.12K -50 -2%
PCM
1565
Polymer Capital Management
New York
$331K +$384K +2,365 New
WHG
1566
Westwood Holdings Group
Texas
$330K -$19.5K -120 -5%
EGWAG
1567
Elwood & Goetz Wealth Advisory Group
Georgia
$329K
OPPS
1568
Obsidian Personal Planning Solutions
Maryland
$329K
MCA
1569
Millennium Capital Advisors
Arkansas
$328K -$130K -800 -25%
MWA
1570
Monograph Wealth Advisors
California
$326K
PPA
1571
Pacific Point Advisors
California
$325K
BAM
1572
BOS Asset Management
Illinois
$325K +$23.2K +143 +7%
AWA
1573
Aaron Wealth Advisors
Illinois
$324K +$24.3K +150 +7%
FVWA
1574
Foster Victor Wealth Advisors
South Carolina
$324K +$162 +1 +0%
EWM
1575
Evermay Wealth Management
Virginia
$323K