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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
1751
WR Wealth Planners
Missouri
$46.7K +$44.3K +355 New
AWM
1752
AllSquare Wealth Management
New York
$45.5K – – –
Hantz Financial Services
1753
Hantz Financial Services
Michigan
$45K -$874 -7 -2%
TWD
1754
True Wealth Design
Ohio
$44.4K – – –
DFA
1755
DHJJ Financial Advisors
Illinois
$41K – – –
JWM
1756
Janiczek Wealth Management
Colorado
$40.1K – – –
AA
1757
Addison Advisors
Vermont
$39.9K +$29.1K +233 +328%
AF
1758
Arrow Financial
New York
$39.4K – – –
CNBTD
1759
Citizens National Bank Trust Department
Mississippi
$39.4K – – –
PIM
1760
Plato Investment Management
Australia
$38.2K -$874 -7 -2%
WAM
1761
WFA Asset Management
Wisconsin
$38.1K +$375 +3 +1%
TFGT
1762
TS Financial Group (TSFG)
Illinois
$37K -$33.3K -267 -48%
SL
1763
Salomon & Ludwin
Virginia
$36.8K – – –
CWAF
1764
Core Wealth Advisors (Florida)
Florida
$34.8K – – –
C
1765
Covestor
United Kingdom
$33K -$125 -1 -0.4%
CAM
1766
Chesapeake Asset Management
New York
$32.8K – – –
SA
1767
Scarborough Advisors
Maryland
$32.3K – – –
CP
1768
Castleview Partners
Texas
$31.1K – – –
CFD
1769
Creative Financial Designs
Indiana
$30.8K +$125 +1 +0.4%
CYG
1770
Clean Yield Group
Vermont
$30.7K – – –
PCMC
1771
Planning Capital Management Corporation
Pennsylvania
$30.3K +$16.4K +131 +131%
ZB
1772
Zions Bancorporation
Utah
$30.2K -$1.25K -10 -4%
ATC
1773
Advantage Trust Company
Kansas
$30.2K – – –
GW&K Investment Management
1774
GW&K Investment Management
Massachusetts
$30K +$874 +7 +3%
NRG
1775
Nemes Rush Group
Michigan
$29.3K – – –