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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PF
1726
Prota Financial
Texas
$250K -$8.77K -73 -3%
SWM
1727
Selective Wealth Management
Virginia
$249K +$25K +208 +12%
WHCI
1728
W.H. Cornerstone Investments
Massachusetts
$248K +$254K +2,110 New
HCM
1729
Hutchinson Capital Management
California
$248K – – –
BI
1730
Ballast Inc
Kentucky
$248K – – –
OWA
1731
Outlook Wealth Advisors
Texas
$248K – – –
WB
1732
WesBanco Bank
West Virginia
$247K -$12K -100 -5%
RBFC
1733
Roman Butler Fullerton & Co
Missouri
$247K -$35.8K -298 -13%
BPCE
1734
Bank Pictet & Cie (Europe)
Germany
$247K – – –
WA
1735
Waddell & Associates
Tennessee
$247K -$51.4K -428 -17%
AWA
1736
Aletheian Wealth Advisors
Washington
$247K +$12K +100 +5%
OWA
1737
Opal Wealth Advisors
New York
$247K +$59.5K +495 +31%
HDA
1738
Harold Davidson & Associates
California
$247K – – –
LWM
1739
Langley Wealth Management
Mississippi
$246K +$251K +2,091 New
WBC
1740
Westpac Banking Corp
Australia
$246K – – –
BFG
1741
Berger Financial Group
Minnesota
$245K -$4.57K -38 -2%
BT
1742
Banque Transatlantique
France
$245K – – –
BWP
1743
Balboa Wealth Partners
Arizona
$244K -$1.8K -15 -0.7%
MCWS
1744
McKinley Carter Wealth Services
West Virginia
$244K +$7.21K +60 +3%
PCA
1745
Prosperity Capital Advisors
Ohio
$243K +$14.7K +122 +6%
JFGIW
1746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$243K -$8.05K -67 -3%
MCM
1747
Manchester Capital Management
Vermont
$243K +$7.81K +65 +3%
AGWCA
1748
Annis Gardner Whiting Capital Advisors
Florida
$243K +$3.73K +31 +2%
CW
1749
Code Waechter
Florida
$242K – – –
DT
1750
DV Trading
Illinois
$242K +$5.77K +48 +2%