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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GSF
1726
Grove Street Fiduciary
New Hampshire
$308K
HA
1727
Huntleigh Advisors
Missouri
$308K -$17.1K -100 -5%
CANC
1728
Culbertson A N & Co
Virginia
$308K
GIA
1729
GHP Investment Advisors
Colorado
$306K +$1.54K +9 +0.5%
TPWA
1730
Twin Peaks Wealth Advisors
California
$304K -$17K -99 -5%
MCCA
1731
Mill Creek Capital Advisors
Pennsylvania
$304K +$305K +1,778 New
BMC
1732
Benin Management Corp
Connecticut
$303K +$17.3K +101 +6%
LF
1733
Lee Financial
Texas
$303K +$5.83K +34 +2%
LIA
1734
LS Investment Advisors
Michigan
$302K +$303K +1,770 New
JWM
1735
Jessup Wealth Management
Ohio
$302K +$303K +1,768 New
DWM
1736
Drive Wealth Management
Utah
$302K +$14.7K +86 +5%
PPWM
1737
Perissos Private Wealth Management
Oklahoma
$300K +$1.89K +11 +0.6%
FWIA
1738
Fort Washington Investment Advisors
Ohio
$300K +$1.03K +6 +0.3%
DFA
1739
Delta Financial Advisors
Louisiana
$299K
SWM
1740
Selective Wealth Management
Virginia
$298K
KWA
1741
Kellett Wealth Advisors
Ohio
$298K
KNW
1742
Kesler Norman & Wride
Utah
$298K -$693K -4,043 -70%
FA
1743
Faithward Advisors
Pennsylvania
$295K -$3.94K -23 -1%
EFA
1744
Evernest Financial Advisors
Indiana
$295K
MAM
1745
Madison Asset Management
Wisconsin
$294K
EWA
1746
Exencial Wealth Advisors
Oklahoma
$291K +$17.5K +102 +6%
WA
1747
Wealth Architects
California
$291K +$2.74K +16 +0.9%
FMTC
1748
Farmers & Merchants Trust Company
California
$290K -$446K -2,603 -61%
SLC
1749
Second Line Capital
Louisiana
$289K -$45.9K -268 -14%
GG
1750
Greenwood Gearhart
Arkansas
$289K