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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
OBWA
1651
Oak Barrel Wealth Advisory
Virginia
$289K +$295K +2,458 New
EHC
1652
Everett Harris & Co
California
$289K – – –
CCM
1653
Compass Capital Management
Minnesota
$289K +$295K +2,458 New
EP
1654
Ehrenkranz Partners
New York
$289K -$123K -1,024 -29%
HW
1655
Hancock Whitney
Mississippi
$288K +$63.2K +526 +27%
FWP
1656
Flatrock Wealth Partners
California
$288K -$15.9K -132 -5%
RCM
1657
RB Capital Management
Nevada
$288K -$86K -716 -23%
AIP
1658
Almanack Investment Partners
Pennsylvania
$287K +$293K +2,442 New
MA
1659
MJP Associates
Connecticut
$286K +$43K +358 +17%
ODIJL
1660
One Day In July LLC
Vermont
$285K +$291K +2,425 New
RC
1661
Reik & Co
New York
$285K – – –
GIM
1662
Goelzer Investment Management
Indiana
$284K +$290K +2,413 New
PIM
1663
Penobscot Investment Management
Massachusetts
$282K -$4.69K -39 -2%
FMC
1664
First Merchants Corp
Indiana
$282K – – –
HCP
1665
Hardin Capital Partners
South Carolina
$282K – – –
CC
1666
Citrine Capital
California
$281K +$1.2K +10 +0.4%
RSC
1667
Red Spruce Capital
Pennsylvania
$279K – – –
TC
1668
TFR Capital
Texas
$279K +$7.69K +64 +3%
BC
1669
Burney Company
Virginia
$279K +$285K +2,369 New
CS
1670
Capital Square
Tennessee
$278K -$143K -1,188 -34%
BCG
1671
Breakwater Capital Group
New Jersey
$277K +$9.01K +75 +3%
VHAM
1672
Van Hulzen Asset Management
California
$277K +$282K +2,350 New
HB
1673
Horizon Bancorp
Indiana
$276K -$8.65K -72 -3%
QWM
1674
Quadcap Wealth Management
Texas
$275K +$281K +2,340 New
VCP
1675
Vista Capital Partners
Oregon
$275K +$4.33K +36 +2%