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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1751
Massachusetts Financial Services
Massachusetts
$279K +$282K +1,621 New
IIC
1752
Integrated Investment Consultants
Michigan
$279K +$17.4K +100 +7%
FWI
1753
Facet Wealth Inc
Maryland
$278K -$14.6K -84 -5%
CAG
1754
Centerpoint Advisory Group
Kansas
$275K +$278K +1,597 New
CNBT
1755
Canandaigua National Bank & Trust
New York
$275K
P
1756
Pitcairn
Pennsylvania
$275K +$1.74K +10 +0.6%
CAAS
1757
Capital Asset Advisory Services
Michigan
$275K -$56.1K -322 -17%
CPA
1758
Cathy Pareto & Associates
Florida
$274K +$277K +1,589 New
COCM
1759
Charter Oak Capital Management
New Hampshire
$274K +$1.39K +8 +0.5%
BW
1760
BIP Wealth
Georgia
$273K +$6.1K +35 +2%
WA
1761
Wealth Architects
California
$273K +$3.48K +20 +1%
LBC
1762
Leigh Baldwin & Co
New York
$273K +$275K +1,581 New
AF
1763
Atala Financial
California
$273K +$275K +1,581 New
PD
1764
Planning Directions
Pennsylvania
$272K +$6.45K +37 +2%
AAIM
1765
Asset Advisors Investment Management
Georgia
$271K
WPW
1766
Warther Private Wealth
Ohio
$271K +$1.57K +9 +0.6%
SXL
1767
Summit X LLC
Missouri
$270K +$273K +1,566 New
ANTB
1768
AMG National Trust Bank
Colorado
$270K +$7.84K +45 +3%
PCM
1769
Princeton Capital Management
New Jersey
$270K
SIG
1770
Spinnaker Investment Group
California
$269K -$42.2K -242 -13%
MCC
1771
Money Concepts Capital
Florida
$269K +$272K +1,561 New
FPW
1772
Fairvoy Private Wealth
Alabama
$269K +$272K +1,561 New
JF
1773
JSF Financial
California
$269K -$56.5K -324 -17%
NAG
1774
Northstar Advisory Group
New Jersey
$269K
GWMR
1775
GC Wealth Management RIA
Massachusetts
$269K +$271K +1,558 New