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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1726
Hutchinson Capital Management
California
$325K
BFG
1727
Berger Financial Group
Minnesota
$325K +$25.1K +165 +9%
BI
1728
Ballast Inc
Kentucky
$325K +$304 +2 +0.1%
MCM
1729
Manchester Capital Management
Vermont
$324K -$68.4K -450 -18%
OWA
1730
Outlook Wealth Advisors
Texas
$324K -$7.6K -50 -2%
7WCP
1731
71 West Capital Partners
Massachusetts
$324K +$320K +2,104 New
PTC
1732
Philadelphia Trust Company
Pennsylvania
$324K
CPSC
1733
Carl P. Sherr & Co
Massachusetts
$322K
OL
1734
OneFund LLC
Florida
$321K +$18.5K +122 +6%
A
1735
AlphaQuest
New York
$321K +$298K +1,962 +1,649%
CW
1736
Code Waechter
Florida
$319K
ATFA
1737
All Terrain Financial Advisors
Minnesota
$318K +$2.28K +15 +0.7%
BFIM
1738
Beese Fulmer Investment Management
Ohio
$318K +$313K +2,061 New
VT
1739
Volterra Technologies
New York
$318K +$313K +2,061 New
CH
1740
Cromwell Holdings
Wyoming
$317K
FCM
1741
FJ Capital Management
Virginia
$317K +$313K +2,057 New
IBOK
1742
Independence Bank of Kentucky
Kentucky
$317K -$8.21K -54 -3%
AGWCA
1743
Annis Gardner Whiting Capital Advisors
Florida
$316K +$240K +1,579 +333%
DMBA
1744
Deseret Mutual Benefit Administrators
Utah
$316K
PL
1745
Plancorp LLC
Missouri
$316K +$24.3K +160 +8%
WWM
1746
Walser Wealth Management
Florida
$316K +$311K +2,048 New
SHFA
1747
SC&H Financial Advisors
Maryland
$314K -$26.3K -173 -8%
PI
1748
Pettee Investors
Connecticut
$314K
HFS
1749
Hopwood Financial Services
Virginia
$313K
Boston Partners
1750
Boston Partners
Massachusetts
$313K +$65.2K +429 +27%