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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1651
Coppell Advisory Solutions
Texas
$110K +$61.9K +572 +213%
CA
1652
Centerpoint Advisors
Massachusetts
$109K
PWMA
1653
Pension & Wealth Management Advisors
Massachusetts
$108K +$50.5K +467 +130%
AWM
1654
Able Wealth Management
New Jersey
$108K +$89.4K +826 New
Loomis, Sayles & Company
1655
Loomis, Sayles & Company
Massachusetts
$105K -$28.2K -261 -25%
PWA
1656
Provenance Wealth Advisors
Florida
$100K
IBOK
1657
Independence Bank of Kentucky
Kentucky
$99.4K -$9.3K -86 -10%
CTC
1658
Cetera Trust Company
Minnesota
$98.2K +$81.1K +750 New
WPA
1659
West Paces Advisors
Georgia
$93.7K -$19.9K -184 -20%
CHC
1660
City Holding Co
West Virginia
$93.2K -$32.5K -300 -30%
SWM
1661
Sugarloaf Wealth Management
Georgia
$92.1K +$649 +6 +0.9%
CHA
1662
Carmichael Hill & Associates
Maryland
$91.6K -$433 -4 -0.6%
TIM
1663
Thompson Investment Management
Wisconsin
$91.6K
WAM
1664
Wolverine Asset Management
Illinois
$91.6K
TLA
1665
Tanglewood Legacy Advisors
Texas
$88K +$541 +5 +0.7%
VL
1666
Vima LLC
Michigan
$85.5K +$70.6K +653 New
CT
1667
Clearstead Trust
Maine
$85.5K
DAC
1668
Dividend Assets Capital
South Carolina
$85K -$1.24M -11,450 -95%
BONH
1669
Bank of New Hampshire
New Hampshire
$83.1K -$13.5K -125 -16%
AT
1670
Avalon Trust
New Mexico
$82.9K
MCM
1671
MV Capital Management
Maryland
$81.3K +$15.9K +147 +31%
WB
1672
Webster Bank
Connecticut
$81.3K +$29.9K +276 +80%
PB
1673
Pinnacle Bancorp
Nebraska
$80.3K
SAM
1674
Smartleaf Asset Management
Massachusetts
$80K +$65K +601 New
BL
1675
BFSG LLC
California
$78.6K +$64.9K +600 New