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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
1651
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K
HB
1652
Horizon Bancorp
Indiana
$173K +$5.37K +43 +3%
HWA
1653
HHM Wealth Advisors
Tennessee
$171K
AT
1654
Arlington Trust
Alabama
$171K -$11.1K -89 -6%
DAM
1655
Delta Asset Management
Tennessee
$168K
SAM
1656
Smartleaf Asset Management
Massachusetts
$166K +$83.5K +669 +111%
IWA
1657
Icon Wealth Advisors
Texas
$166K -$96.8K -775 -38%
PP
1658
Pingora Partners
Wyoming
$164K +$125K +1,000 +400%
BP
1659
BNP Paribas
France
$163K +$155K +1,240 New
PO
1660
Private Ocean
California
$160K
CB
1661
Centennial Bank
Arkansas
$158K -$61.9K -496 -29%
MMG
1662
Monetary Management Group
Missouri
$158K -$771K -6,175 -84%
FPFS
1663
First Personal Financial Services
North Carolina
$158K
HRC
1664
Hoertkorn Richard Charles
$154K -$28.1K -225 -16%
BCP
1665
Blue Chip Partners
Michigan
$153K +$146K +1,166 New
GIM
1666
Gold Investment Management
Alberta, Canada
$152K
CFFP
1667
Center for Financial Planning
Michigan
$151K
Acadian Asset Management
1668
Acadian Asset Management
Massachusetts
$151K +$101K +810 +233%
GFPC
1669
Global Financial Private Client
Florida
$150K
FIM
1670
Fernwood Investment Management
Massachusetts
$147K +$139K +1,116 New
CAL
1671
Capital Analysts LLC
Pennsylvania
$146K
CFO
1672
CVA Family Office
Colorado
$146K +$624 +5 +0.5%
YDMI
1673
Y.D. More Investments
Israel
$142K
QC
1674
Quent Capital
New York
$141K +$92.3K +739 +223%
RDFA
1675
Ritter Daniher Financial Advisory
Ohio
$140K +$999 +8 +0.8%