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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TF
1826
Tompkins Financial
New York
$210K – – –
EBA
1827
Eagle Bay Advisors
New York
$210K +$18.7K +115 +8%
CAM
1828
Cidel Asset Management
Ontario, Canada
$209K +$487 +3 +0.2%
LCS
1829
Levin Capital Strategies
New York
$207K – – –
BWM
1830
BCS Wealth Management
Tennessee
$206K – – –
JJBC
1831
James J. Burns & Company
New York
$206K -$211K -1,297 -47%
ARC
1832
Advisor Resource Council
Texas
$205K +$238K +1,469 New
LWM
1833
Lakeridge Wealth Management
Ohio
$204K -$15.1K -93 -6%
ACM
1834
Armbruster Capital Management
New York
$203K – – –
SIS
1835
Sound Income Strategies
Florida
$203K +$82.6K +509 +54%
DAM
1836
Doheny Asset Management
California
$203K – – –
FWMP
1837
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$203K – – –
Y.D. More Investments
1838
Y.D. More Investments
Israel
$203K +$20.1K +124 +5%
GSC
1839
Ground Swell Capital
South Carolina
$203K +$235K +1,449 New
Clark Capital Management Group
1840
Clark Capital Management Group
Pennsylvania
$202K -$80.7K -497 -26%
TPWA
1841
Twin Peaks Wealth Advisors
California
$201K +$245K +1,508 New
TCM
1842
Traynor Capital Management
Pennsylvania
$201K +$234K +1,441 New
DA
1843
Doliver Advisors
Texas
$201K – – –
PTB
1844
Pioneer Trust Bank
Oregon
$201K – – –
RA
1845
Riversedge Advisors
Delaware
$201K +$1.62K +10 +0.7%
BAM
1846
Bosun Asset Management
Illinois
$201K -$3.25K -20 -1%
BGA
1847
Battery Global Advisors
Massachusetts
$196K +$325 +2 +0.1%
Loomis, Sayles & Company
1848
Loomis, Sayles & Company
Massachusetts
$194K +$58.6K +361 +35%
PC
1849
Promus Capital
Illinois
$192K – – –
CSB
1850
City State Bank
Iowa
$192K -$60.9K -375 -21%