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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
1926
Quintet Private Bank (Europe)
Luxembourg
$83.9K -$64.9K -400 -40%
PWM
1927
Proathlete Wealth Management
Florida
$82.6K +$95.8K +590 New
RDFA
1928
Ritter Daniher Financial Advisory
Ohio
$82.4K +$812 +5 +0.9%
NSG
1929
Nalls Sherbakoff Group
Tennessee
$82.3K +$95.6K +589 New
TSMHT
1930
Thurston Springer Miller Herd & Titak
Indiana
$80.1K +$51.9K +320 +126%
BBPWM
1931
Blue Bell Private Wealth Management
Pennsylvania
$78.6K +$16.2K +100 +22%
FP
1932
Financial Perspectives
Minnesota
$78.3K – – –
IAS
1933
IMA Advisory Services
Colorado
$78.3K +$90.9K +560 New
TVWM
1934
Tower View Wealth Management
Wisconsin
$77.3K +$812 +5 +0.9%
SHIM
1935
Stone House Investment Management
Pennsylvania
$75.3K +$87.5K +539 New
BHWM
1936
Beaird Harris Wealth Management
Texas
$74.2K – – –
Catalyst Capital Advisors
1937
Catalyst Capital Advisors
New York
$73.7K +$26.6K +164 +45%
FDW
1938
Fourth Dimension Wealth
Ohio
$69.9K – – –
WTA
1939
Washington Trust Advisors
Massachusetts
$69.8K -$39K -240 -32%
BNP Paribas
1940
BNP Paribas
France
$67.1K -$127K -780 -62%
HNW
1941
High Note Wealth
Minnesota
$67.1K – – –
PP
1942
PFS Partners
New Jersey
$65.8K +$325 +2 +0.4%
MHR
1943
Matthew Hamilton Rosenberg
$65.6K – – –
OP
1944
ORG Partners
Indiana
$65.2K +$28.7K +177 +63%
BL
1945
BFSG LLC
California
$64.3K -$2.6K -16 -3%
FFC
1946
First Financial Corp
Indiana
$63K – – –
VWWMG
1947
Vermillion & White Wealth Management Group
Pennsylvania
$60.4K – – –
WWM
1948
Wolff Wiese Magana
California
$60.2K -$5.36K -33 -7%
MEG
1949
Millstone Evans Group
Colorado
$58.3K – – –
MAM
1950
Meeder Asset Management
Ohio
$57.3K +$36K +222 +118%