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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MMCM
1951
Murphy & Mullick Capital Management
New York
$54.9K +$9.61K +80 +21%
SIC
1952
SJS Investment Consulting
Ohio
$54.2K -$30K -250 -35%
NWM
1953
Navigoe Wealth Management
California
$53K +$55K +458 New
BBPWM
1954
Blue Bell Private Wealth Management
Pennsylvania
$52.7K -$12.4K -103 -19%
BL
1955
BFSG LLC
California
$52.5K
TWD
1956
True Wealth Design
Ohio
$52.4K +$29.1K +242 +119%
GFA
1957
Godfrey Financial Associates
New York
$52.4K -$4.81K -40 -8%
BFPW
1958
BOK Financial Private Wealth
Colorado
$52.1K +$5.17K +43 +11%
MWA
1959
Medallion Wealth Advisors
Connecticut
$50.6K -$339K -2,822 -87%
AWM
1960
Aberdeen Wealth Management
Illinois
$49.2K +$50.2K +418 New
MHR
1961
Matthew Hamilton Rosenberg
$49.2K -$4.69K -39 -9%
TVWM
1962
Tower View Wealth Management
Wisconsin
$48.9K +$360 +3 +0.7%
MWPCG
1963
Measured Wealth Private Client Group
New Hampshire
$46.9K -$24.6K -205 -34%
HFS
1964
Horizon Financial Services
North Carolina
$46.4K +$3.36K +28 +8%
FFC
1965
First Financial Corp
Indiana
$45.9K +$1.2K +10 +3%
PCA
1966
Providence Capital Advisors
North Carolina
$45.9K +$46.9K +390 New
OP
1967
Oslo Pensjonsforsikring
$45.8K
HBW
1968
Hazlett, Burt & Watson
West Virginia
$45K -$17.9K -149 -29%
C
1969
Covestor
United Kingdom
$45K -$14.2K -118 -24%
SEP
1970
Signature Equity Partners
Ohio
$45K +$29.6K +246 +181%
API
1971
Asset Planning Inc
California
$44.5K -$29.4K -245 -39%
BWA
1972
Basecamp Wealth Advisors
Washington
$44.5K -$22.9K -191 -34%
WA
1973
Westfuller Advisors
New York
$42.1K +$43K +358 New
TFA
1974
Transamerica Financial Advisors
Florida
$41.8K +$13.7K +114 +48%
SG
1975
Sankala Group
Colorado
$41.6K