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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1851
Everstar Asset Management
North Carolina
$208K +$191K +1,392 New
WAS
1852
Wealth Advisory Solutions
Indiana
$208K +$191K +1,389 New
PWM
1853
Palacios Wealth Management
Florida
$207K +$190K +1,382 New
BCM
1854
BTC Capital Management
Iowa
$206K -$17.2K -125 -8%
MMPW
1855
Mitchell McLeod Pugh & Williams
Alabama
$206K +$190K +1,380 New
EB
1856
Emprise Bank
Kansas
$206K +$189K +1,375 New
CSB
1857
City State Bank
Iowa
$205K
JJBC
1858
James J. Burns & Company
New York
$204K -$14.6K -106 -7%
CPA
1859
Cathy Pareto & Associates
Florida
$204K -$33K -240 -15%
1WM
1860
1858 Wealth Management
Ohio
$204K +$188K +1,365 New
MIM
1861
MTM Investment Management
South Carolina
$204K +$188K +1,365 New
FPAS
1862
Focus Partners Advisor Solutions
Missouri
$203K -$1.26M -9,158 -87%
WWG
1863
West Wealth Group
California
$203K +$164K +1,196 New
BCP
1864
Berkeley Capital Partners
Georgia
$202K +$186K +1,353 New
SFI
1865
SPC Financial Inc
Maryland
$202K +$186K +1,352 New
APG
1866
Abacus Planning Group
South Carolina
$202K +$186K +1,352 New
VAMG
1867
Voisard Asset Management Group
Michigan
$202K +$185K +1,350 New
BC
1868
Barrett & Company
Rhode Island
$201K +$687 +5 +0.4%
MAG
1869
Members Advisory Group
New York
$200K +$184K +1,340 New
Kayne Anderson Rudnick Investment Management
1870
Kayne Anderson Rudnick Investment Management
California
$199K +$51.5K +375 +39%
SAS
1871
Stelac Advisory Services
New York
$196K +$180K +1,313 New
Loomis, Sayles & Company
1872
Loomis, Sayles & Company
Massachusetts
$194K -$12.4K -90 -6%
SWIM
1873
Smallwood Wealth Investment Management
New Jersey
$193K +$687 +5 +0.4%
HBW
1874
Hazlett, Burt & Watson
West Virginia
$193K +$61.3K +446 +53%
CFO
1875
CVA Family Office
Colorado
$191K -$42.7K -311 -20%