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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1601
Kapstone Financial Advisors
Ohio
$225K
JHCP
1602
Jackson Hole Capital Partners
Oklahoma
$223K
BC
1603
Barrett & Company
Rhode Island
$223K +$93.2K +746 +79%
GIA
1604
Guyasuta Investment Advisors
Pennsylvania
$223K
PPWM
1605
Perissos Private Wealth Management
Oklahoma
$222K +$211K +1,689 New
RAG
1606
RIA Advisory Group
Iowa
$221K +$1.37K +11 +0.7%
WPW
1607
Watershed Private Wealth
Illinois
$221K
Legacy Financial Group (Iowa)
1608
Legacy Financial Group (Iowa)
Iowa
$221K +$210K +1,679 New
SC
1609
Sepio Capital
Utah
$220K +$209K +1,675 New
MAA
1610
Mraz Amerine & Associates
California
$220K -$37.5K -300 -15%
MIM
1611
Morningstar Investment Management
Illinois
$220K
MFG
1612
Mosaic Financial Group
Illinois
$220K +$209K +1,675 New
PL
1613
Plancorp LLC
Missouri
$220K +$9.49K +76 +5%
GIA
1614
GHP Investment Advisors
Colorado
$219K +$1.5K +12 +0.7%
CIC
1615
Carnegie Investment Counsel
Ohio
$219K -$60.2K -482 -22%
IIA
1616
Integral Investment Advisors
California
$217K +$4.62K +37 +2%
RPWA
1617
Regent Peak Wealth Advisors
Georgia
$217K +$4.87K +39 +2%
SDWIA
1618
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K -$96.5K -773 -32%
A
1619
Allianz
Germany
$217K +$206K +1,650 New
ZIC
1620
ZWJ Investment Counsel
Georgia
$215K -$31.1K -249 -13%
MAM
1621
Mystic Asset Management
Rhode Island
$215K +$204K +1,637 New
QWP
1622
Quotient Wealth Partners
Texas
$213K +$202K +1,620 New
TWP
1623
Triad Wealth Partners
Kansas
$211K +$201K +1,606 New
FWI
1624
Facet Wealth Inc
Maryland
$211K -$60.1K -481 -22%
DWA
1625
Delap Wealth Advisory
Oregon
$210K +$200K +1,601 New