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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1951
Physician Wealth Advisors
Utah
$152K +$154K +882 New
DCM
1952
Davis Capital Management
Florida
$151K +$348 +2 +0.2%
CIA
1953
Cape Investment Advisory
Georgia
$149K +$141K +811 +1,475%
PMFA
1954
Plante Moran Financial Advisors
Michigan
$143K +$56.5K +324 +64%
MCM
1955
MV Capital Management
Maryland
$141K -$348 -2 -0.2%
TIM
1956
Tortoise Investment Management
New York
$139K
WPA
1957
West Paces Advisors
Georgia
$138K
CB
1958
Centennial Bank
Arkansas
$134K
LWANC
1959
Laurel Wealth Advisors (North Carolina)
North Carolina
$134K +$87.1K +500 +182%
BGAI
1960
Bruce G. Allen Investments
Colorado
$133K +$6.62K +38 +5%
CFFP
1961
Center for Financial Planning
Michigan
$133K +$20.9K +120 +18%
WFA
1962
West Financial Advisors
Iowa
$132K +$103K +590 +335%
PWA
1963
Provenance Wealth Advisors
Florida
$132K
PIM
1964
Plato Investment Management
Australia
$131K
APW
1965
Atlantic Private Wealth
North Carolina
$129K
CTC
1966
Cetera Trust Company
Minnesota
$129K
CBT
1967
Crews Bank & Trust
Florida
$129K +$131K +749 New
HGERS
1968
Householder Group Estate & Retirement Specialist
Arizona
$128K -$70.4K -404 -35%
TFIPS
1969
Towarzystwo Funduszy Inwestycyjnych PZU SA
$128K
WTA
1970
Washington Trust Advisors
Massachusetts
$127K -$81.5K -468 -39%
SWM
1971
Sugarloaf Wealth Management
Georgia
$124K +$697 +4 +0.6%
CHC
1972
City Holding Co
West Virginia
$123K
VHAM
1973
Van Hulzen Asset Management
California
$121K +$123K +704 New
TIM
1974
Thompson Investment Management
Wisconsin
$121K
WAM
1975
Wolverine Asset Management
Illinois
$121K