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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CC
1701
Clearwave Capital
California
$344K +$339K +2,233 New
AIS
1702
AM Investment Strategies
Tennessee
$343K +$152 +1 +0%
AA
1703
Aire Advisors
California
$342K +$4.56K +30 +1%
MWM
1704
Mattern Wealth Management
Kansas
$341K
EWM
1705
Evermay Wealth Management
Virginia
$341K -$15.8K -104 -4%
CAM
1706
Clark Asset Management
New Hampshire
$340K +$335K +2,206 New
HDA
1707
Harold Davidson & Associates
California
$338K -$1.52K -10 -0.5%
Empower Advisory Group
1708
Empower Advisory Group
Colorado
$337K -$136K -896 -29%
IIL
1709
Income Insurance Ltd
$335K +$331K +2,176 New
SPL
1710
Smart Portfolios LLC
Washington
$335K -$5.32K -35 -2%
LJAC
1711
L.J. Altfest & Co
New York
$334K
RCM
1712
Requisite Capital Management
Texas
$333K +$99.7K +656 +44%
SIM
1713
Sentry Investment Management
Wisconsin
$333K
TC
1714
TownSquare Capital
Utah
$332K +$40K +263 +14%
TCM
1715
Traynor Capital Management
Pennsylvania
$332K +$1.06K +7 +0.3%
BIG
1716
Brookwood Investment Group
Arizona
$332K +$3.5K +23 +1%
PA
1717
PFG Advisors
Arizona
$331K -$61.2K -403 -16%
ABC
1718
Associated Banc-Corp
Wisconsin
$330K
BWP
1719
Balboa Wealth Partners
Arizona
$330K -$130K -853 -29%
CFSG
1720
Community Financial Services Group
Vermont
$329K
FWM
1721
Fonville Wealth Management
Virginia
$328K +$8.97K +59 +3%
SW
1722
Simplicity Wealth
New Jersey
$327K +$45.7K +301 +17%
CCA
1723
Cora Capital Advisors
New Jersey
$326K +$7.9K +52 +3%
PCA
1724
Peddock Capital Advisors
Massachusetts
$325K
MA
1725
MJP Associates
Connecticut
$325K +$10.6K +70 +3%