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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1926
Bard Associates
Illinois
$69.7K +$8.65K +72 +14%
Loomis, Sayles & Company
1927
Loomis, Sayles & Company
Massachusetts
$68.7K +$70.2K +584 New
CBT
1928
Crews Bank & Trust
Florida
$67.5K
ADL
1929
Asset Dedication LLC
California
$66.9K -$20.1K -167 -23%
SL
1930
Salomon & Ludwin
Virginia
$66.3K -$1.32K -11 -2%
FP
1931
Financial Perspectives
Minnesota
$65.9K
LFA
1932
LGT Financial Advisors
Texas
$64.7K
SGFG
1933
Silver Grove Financial Group
New York
$64.2K +$65.6K +546 New
SWAG
1934
Spectrum Wealth Advisory Group
California
$63.9K +$65.2K +543 New
AWM
1935
Activest Wealth Management
Florida
$63K -$548K -4,560 -89%
MWM
1936
Mosley Wealth Management
California
$62.9K -$516K -4,295 -89%
IBOK
1937
Independence Bank of Kentucky
Kentucky
$62.8K
UFPG
1938
United Financial Planning Group
New York
$62.4K -$3.6K -30 -5%
NRG
1939
Nemes Rush Group
Michigan
$62.4K +$120 +1 +0.2%
BTC
1940
Bank & Trust Company
Illinois
$61.8K
TC
1941
Trust Company
Kansas
$61.3K -$14.1K -117 -18%
OWP
1942
ORG Wealth Partners
Texas
$60.7K +$37.7K +314 +155%
Vanguard National Trust
1943
Vanguard National Trust
Pennsylvania
$60.2K
BGAI
1944
Bruce G. Allen Investments
Colorado
$59.8K +$11.5K +96 +23%
FDW
1945
Fourth Dimension Wealth
Ohio
$58.8K
MEG
1946
Millstone Evans Group
Colorado
$57.9K
OCWP
1947
Owl Creek Wealth Partners
Colorado
$57.1K +$9.85K +82 +20%
PP
1948
PFS Partners
New Jersey
$56.6K +$240 +2 +0.4%
WWM
1949
Wolff Wiese Magana
California
$56.2K -$7.57K -63 -12%
GKIM
1950
GW&K Investment Management
Massachusetts
$55K +$3.48K +29 +7%