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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
1576
Oliver Lagore Vanvalin Investment Group
Michigan
$53.6K
PMFA
1577
Plante Moran Financial Advisors
Michigan
$53.6K
MCM
1578
MV Capital Management
Maryland
$50.8K +$27.4K +263 +125%
AGWCA
1579
Annis Gardner Whiting Capital Advisors
Florida
$50.4K +$48.9K +470 New
PP
1580
PFS Partners
New Jersey
$49.3K +$104 +1 +0.2%
BBPWM
1581
Blue Bell Private Wealth Management
Pennsylvania
$48K
MAM
1582
Magellan Asset Management
Australia
$47.4K -$5.83K -56 -11%
WPWM
1583
Western Pacific Wealth Management
Illinois
$46.9K +$23.7K +228 +109%
HFM
1584
Hartford Financial Management
Connecticut
$46.5K +$19.8K +190 +78%
TIM
1585
Tortoise Investment Management
New York
$45.4K
PP
1586
Paloma Partners
Connecticut
$44.2K +$43K +413 New
CBT
1587
Central Bank & Trust
Kentucky
$43.1K -$9.79K -94 -19%
RWM
1588
Ruedi Wealth Management
Illinois
$40.2K
HFS
1589
Hantz Financial Services
Michigan
$40K -$1.67K -16 -4%
RTC
1590
Riverview Trust Company
Washington
$39.3K
PWMA
1591
Pension & Wealth Management Advisors
Massachusetts
$38.6K -$172K -1,655 -82%
CP
1592
Castleview Partners
Texas
$38.6K
AWM
1593
Ameliora Wealth Management
Switzerland
$37.5K
WWP
1594
WR Wealth Planners
Missouri
$37.4K
AWM
1595
AllSquare Wealth Management
New York
$37.1K
WB
1596
Webster Bank
Connecticut
$37K
PWMG
1597
Provence Wealth Management Group
California
$36.2K +$35.2K +338 New
PPWM
1598
PFG Private Wealth Management
Florida
$34.1K -$69K -663 -68%
SIC
1599
SJS Investment Consulting
Ohio
$33.6K -$729 -7 -2%
DFA
1600
DHJJ Financial Advisors
Illinois
$33.4K +$32.5K +312 New