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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1951
Monetary Management Group
Missouri
$205K
RHIG
1952
R.H. Investment Group
Arizona
$205K +$206K +1,200 New
VFG
1953
Valley Financial Group
Pennsylvania
$205K +$206K +1,200 New
ICP
1954
Interchange Capital Partners
Pennsylvania
$204K +$205K +1,197 New
AV
1955
Aspiring Ventures
Ohio
$204K +$205K +1,196 New
WDG
1956
Wealth Dimensions Group
Ohio
$204K +$205K +1,195 New
BONST
1957
Bank of Nova Scotia Trust
Ontario, Canada
$204K +$205K +1,195 New
CPA
1958
Cathy Pareto & Associates
Florida
$204K -$29.1K -170 -12%
BW
1959
Balance Wealth
Ohio
$204K +$204K +1,193 New
RE
1960
Rydar Equities
Texas
$203K +$207K +1,210 New
WIM
1961
Warwick Investment Management
Texas
$203K +$204K +1,190 New
VBCG
1962
Valley Brook Capital Group
Pennsylvania
$203K +$204K +1,188 New
WA
1963
Waddell & Associates
Tennessee
$202K +$203K +1,183 New
CFS
1964
Commonwealth Financial Services
West Virginia
$201K +$202K +1,179 New
BT
1965
Banque Transatlantique
France
$201K +$42.8K +250 +27%
HRC
1966
Hoertkorn Richard Charles
$201K
NA
1967
Note Advisors
New York
$201K +$201K +1,174 New
CWM
1968
Circle Wealth Management
New Jersey
$200K +$201K +1,172 New
BC
1969
Barrett & Company
Rhode Island
$193K -$37.4K -218 -16%
BI
1970
Binnacle Investments
Iowa
$192K +$9.77K +57 +5%
C
1971
Covestor
United Kingdom
$190K -$857 -5 -0.4%
SI
1972
Sava Infond
Slovenia
$190K
PWA
1973
Physician Wealth Advisors
Utah
$188K +$31.4K +183 +20%
Loomis, Sayles & Company
1974
Loomis, Sayles & Company
Massachusetts
$187K -$35K -204 -16%
VC
1975
Vestor Capital
Illinois
$186K -$21.1M -123,392 -99%