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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1601
West Branch Capital
Massachusetts
$22K +$22.8K +171 New
CWM
1602
Curi Wealth Management
North Carolina
$22K +$23.5K +176 New
DI
1603
Disciplined Investments
Oklahoma
$20K +$20.4K +153 New
HDIM
1604
Hanson & Doremus Investment Management
Vermont
$19K -$2.13K -16 -10%
CFFP
1605
Center for Financial Planning
Michigan
$19K – – –
TFS
1606
TrustCore Financial Services
Tennessee
$19K – – –
TCOV
1607
Trust Company of Vermont
Vermont
$19K +$20K +150 New
JGIA
1608
Jackson Grant Investment Advisers
Connecticut
$18K – – –
SBL
1609
Sargent Bickham Lagudis
Colorado
$16K -$73.1K -548 -82%
IBOK
1610
Independence Bank of Kentucky
Kentucky
$16K – – –
SGAM
1611
Smith Group Asset Management
Texas
$16K – – –
TFGT
1612
TS Financial Group (TSFG)
Illinois
$16K – – –
RA
1613
Rise Advisors
New York
$15.6K +$16.1K +121 New
BCM
1614
Bourgeon Capital Management
Connecticut
$15K – – –
Country Trust Bank
1615
Country Trust Bank
Illinois
$15K – – –
MIM
1616
Macroview Investment Management
Maryland
$15K +$133 +1 +0.9%
FFC
1617
First Financial Corp
Indiana
$15K +$2.13K +16 +16%
GWMI
1618
Guardian Wealth Management (Illinois)
Illinois
$15K +$15.2K +114 New
BCPWM
1619
Bradley & Co Private Wealth Management
Florida
$13K – – –
PA
1620
PSI Advisors
Florida
$13K – – –
SJIM
1621
St. Johns Investment Management
Florida
$13K – – –
TCWA
1622
Ten Capital Wealth Advisors
Washington
$13K – – –
BA
1623
Bivin & Associates
Oklahoma
$12K +$12K +90 New
EA
1624
Evolution Advisers
Virginia
$12K +$13.3K +100 New
EI
1625
Ellevest Inc
New York
$11K +$8.27K +62 +238%