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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1876
Black Diamond Financial
Maryland
-$227K -2,115 Closed
EW
1877
Evoke Wealth
California
-$224K -2,090 Closed
PAG
1878
Private Advisory Group
Washington
-$214K -2,000 Closed
WRM
1879
Weybosset Research & Management
Rhode Island
-$214K -1,999 Closed
MSA
1880
McAlister Sweet & Associates
Texas
-$211K -1,965 Closed
RIA
1881
Retirement Investment Advisors
Oklahoma
-$208K -1,938 Closed
KLCM
1882
KG&L Capital Management
Louisiana
-$205K -1,918 Closed
Legacy Financial Group (Iowa)
1883
Legacy Financial Group (Iowa)
Iowa
-$189K -1,762 Closed
SCA
1884
Stonebridge Capital Advisors
Minnesota
-$138K -1,291 Closed
WMA
1885
West Michigan Advisors
Michigan
-$57K -532 Closed
EARNEST Partners
1886
EARNEST Partners
Georgia
-$55K -513 Closed
MAM
1887
Magellan Asset Management
Australia
-$47.4K -442 Closed
RTC
1888
Riverview Trust Company
Washington
-$39.3K -367 Closed
WWP
1889
WR Wealth Planners
Missouri
-$37.4K -349 Closed
FAM
1890
Flaharty Asset Management
Florida
-$27.7K -259 Closed
WTA
1891
Washington Trust Advisors
Massachusetts
-$22.4K -209 Closed
FCAS
1892
First Command Advisory Services
Texas
-$16.1K -150 Closed
MIA
1893
Milestone Investment Advisors
Wisconsin
-$12.2K -113 Closed
TCA
1894
Trifecta Capital Advisors
Illinois
-$10.5K -98 Closed
BWS
1895
Buck Wealth Strategies
Colorado
-$7.18K -67 Closed
BAAM
1896
Baker Avenue Asset Management
California
-$5.68K -53 Closed
QL
1897
Quarry LP
New York
-$5.57K -52 Closed
TJHA
1898
Thomas J. Herzfeld Advisors
Florida
-$5.14K -48 Closed
AWA
1899
Authentikos Wealth Advisory
California
-$643 -6 Closed