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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1776
Everhart Financial Group
Ohio
$268K +$271K +1,555 New
PFA
1777
Pathway Financial Advisers
Indiana
$268K -$40.9M -234,901 -99%
FCFC
1778
First Citizens Financial Corp
Iowa
$267K +$270K +1,550 New
NA
1779
Nautilus Advisors
California
$267K +$270K +1,550 New
LWM
1780
Lakeridge Wealth Management
Ohio
$267K +$1.04K +6 +0.4%
DOA
1781
D'Orazio & Associates
Virginia
$265K +$2.79K +16 +1%
CIC
1782
Carnegie Investment Counsel
Ohio
$265K +$17.6K +101 +7%
CAM
1783
Columbia Asset Management
Michigan
$264K
BDL
1784
Bey-Douglas LLC
Georgia
$264K
AB
1785
Atlas Brown
Kentucky
$263K +$20K +115 +8%
AFP
1786
Alpha Financial Partners
Kentucky
$263K +$266K +1,525 New
HB
1787
Horizon Bancorp
Indiana
$263K +$3.14K +18 +1%
BWM
1788
Birchcreek Wealth Management
Ohio
$262K -$43.4K -249 -14%
CDDEC
1789
Caisse Des Depots Et Consignations
France
$262K +$265K +1,521 New
BFO
1790
Biltmore Family Office
North Carolina
$262K
KSWA
1791
Kathleen S. Wright Associates
Pennsylvania
$261K -$39.4K -226 -13%
VC
1792
Vestor Capital
Illinois
$261K +$99.1K +569 +60%
ETS
1793
ESL Trust Services
New York
$261K +$261K +1,500 +12,500%
PPWM
1794
PFG Private Wealth Management
Florida
$260K -$1.74K -10 -0.7%
BFIC
1795
Bedell Frazier Investment Counselling
California
$259K
CA
1796
Cambridge Advisors
Nebraska
$259K
CICI
1797
Capital Investment Counsel Inc
North Carolina
$259K
CNWM
1798
Clay Northam Wealth Management
California
$259K
CIS
1799
Connors Investor Services
Pennsylvania
$259K
LI
1800
LVZ Inc
Michigan
$259K