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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AIMA
1701
Ables Iannone Moore & Associates
Georgia
$55.2K +$45.7K +422 New
PG
1702
Proffitt & Goodson
Tennessee
$52.4K -$52.6K -486 -55%
RWM
1703
Ruedi Wealth Management
Illinois
$49.1K
FWM
1704
FSA Wealth Management
Massachusetts
$49K +$40.1K +371 New
IGWM
1705
ICA Group Wealth Management
Colorado
$48.2K +$39.8K +368 New
BHWM
1706
Beaird Harris Wealth Management
Texas
$47.5K +$39.3K +363 New
BFPW
1707
BOK Financial Private Wealth
Colorado
$46.4K +$38.4K +355 New
MSWM
1708
McGlone Suttner Wealth Management
Wisconsin
$46.4K +$38.3K +354 New
HFS
1709
Hantz Financial Services
Michigan
$46K -$2.92K -27 -7%
AWM
1710
AllSquare Wealth Management
New York
$45.3K
Acadian Asset Management
1711
Acadian Asset Management
Massachusetts
$45K -$511K -4,723 -93%
TWD
1712
True Wealth Design
Ohio
$44.3K +$36.6K +338 New
QC
1713
Quent Capital
New York
$43.4K -$30.9K -286 -46%
POIA
1714
Pin Oak Investment Advisors
Texas
$42K -$52.9K -489 -61%
SIC
1715
SJS Investment Consulting
Ohio
$40.8K -$216 -2 -0.6%
DFA
1716
DHJJ Financial Advisors
Illinois
$40.8K
JWM
1717
Janiczek Wealth Management
Colorado
$39.9K +$2.16K +20 +7%
AF
1718
Arrow Financial
New York
$39.3K
CNBTD
1719
Citizens National Bank Trust Department
Mississippi
$39.3K
RCM
1720
Richardson Capital Management
Wisconsin
$39.3K +$32.5K +300 New
PIM
1721
Plato Investment Management
Australia
$39K +$32.2K +298 New
SIS
1722
Strategic Investment Solutions
Illinois
$37.7K -$1.86M -17,163 -98%
WAM
1723
WFA Asset Management
Wisconsin
$37.6K +$216 +2 +0.7%
FC
1724
Family CFO
California
$37.2K -$2.16K -20 -7%
CWAF
1725
Core Wealth Advisors (Florida)
Florida
$34.7K