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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
1826
Clay Northam Wealth Management
California
$256K
ETS
1827
ESL Trust Services
New York
$256K
KBG
1828
Kahn Brothers Group
New York
$256K
LI
1829
LVZ Inc
Michigan
$256K
MC
1830
Middleton & Co
Massachusetts
$256K
BCP
1831
Berkeley Capital Partners
Georgia
$256K +$25.2K +147 +11%
CICI
1832
Capital Investment Counsel Inc
North Carolina
$256K +$257K +1,500 New
PD
1833
Planning Directions
Pennsylvania
$256K +$1.37K +8 +0.5%
HWM
1834
Horizon Wealth Management
Illinois
$256K -$3.43K -20 -1%
AMM
1835
American Money Management
California
$255K +$256K +1,494 New
WP
1836
WealthShield Partners
North Carolina
$255K +$514 +3 +0.2%
FA
1837
Fiduciary Alliance
South Carolina
$255K -$12K -70 -4%
PA
1838
PFW Advisors
Georgia
$255K +$256K +1,492 New
PL
1839
Perpetual Ltd
Australia
$255K -$136K -792 -35%
WDC
1840
Woodward Diversified Capital
California
$254K +$685 +4 +0.3%
DWM
1841
Daner Wealth Management
Georgia
$254K +$52.4K +306 +23%
OCM
1842
One Capital Management
California
$254K +$11.1K +65 +5%
LCS
1843
Levin Capital Strategies
New York
$253K
SPP
1844
Single Point Partners
Massachusetts
$253K +$1.2K +7 +0.5%
JF
1845
JSF Financial
California
$252K -$20.2K -118 -7%
BWM
1846
BCS Wealth Management
Tennessee
$252K -$33.4K -195 -12%
AGA
1847
Arkos Global Advisors
Texas
$251K +$252K +1,470 New
FWP
1848
Forefront Wealth Partners
Texas
$250K +$251K +1,464 New
FWMP
1849
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$248K
MPCL
1850
My Personal CFO LLC
Washington
$248K +$249K +1,452 New