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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1801
Clearstead Trust
Maine
$100K
CFFP
1802
Center for Financial Planning
Michigan
$99.5K
BONH
1803
Bank of New Hampshire
New Hampshire
$97.2K
HWM
1804
Hemington Wealth Management
Virginia
$97K +$80.6K +581 New
AT
1805
Avalon Trust
New Mexico
$96.9K
ABWM
1806
Alpine Bank Wealth Management
Colorado
$96.2K +$87.1K +628 New
BCMLT
1807
Beacon Capital Management LLC (Tennessee)
Tennessee
$95.4K +$2.08K +15 +2%
SIC
1808
SJS Investment Consulting
Ohio
$93.4K +$13.6K +98 +19%
MSG
1809
Main Street Group
Virginia
$92K -$55.2K -398 -40%
CA
1810
Centerpoint Advisors
Massachusetts
$92K -$32.3K -233 -28%
WWP
1811
WR Wealth Planners
Missouri
$91.8K +$22.2K +160 +36%
PCA
1812
Providence Capital Advisors
North Carolina
$88.4K +$277 +2 +0.3%
BL
1813
BFSG LLC
California
$88.2K -$10.4K -75 -12%
FP
1814
Financial Perspectives
Minnesota
$85.8K
IAS
1815
IMA Advisory Services
Colorado
$85.8K +$77.7K +560 New
TVWM
1816
Tower View Wealth Management
Wisconsin
$82.7K +$416 +3 +0.6%
SHIM
1817
Stone House Investment Management
Pennsylvania
$82.1K
HFM
1818
Hartford Financial Management
Connecticut
$80.4K +$1.8K +13 +3%
WWM
1819
Wolff Wiese Magana
California
$79.8K
PMFA
1820
Plante Moran Financial Advisors
Michigan
$77.2K +$555 +4 +0.8%
TCG
1821
Transcendent Capital Group
Oklahoma
$76.6K
CPBTD
1822
Central Pacific Bank - Trust Division
Hawaii
$74.3K
BBPWM
1823
Blue Bell Private Wealth Management
Pennsylvania
$71.8K +$1.8K +13 +3%
PP
1824
PFS Partners
New Jersey
$71.5K +$139 +1 +0.2%
Acadian Asset Management
1825
Acadian Asset Management
Massachusetts
$71K -$4.72K -34 -7%