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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
T
2201
Tidemark
California
$15.4K
TCM
2202
Tradewinds Capital Management
Washington
$15.4K
WAS
2203
Winch Advisory Services
Wisconsin
$14.6K +$152 +1 +1%
OC
2204
Oakworth Capital
Alabama
$14.5K
KFG
2205
Kingdom Financial Group
Arizona
$14.3K +$14.1K +93 New
SFG
2206
Strive Financial Group
Indiana
$14.2K +$14K +92 New
PWA
2207
Provenance Wealth Advisors
Florida
$13.9K -$102K -674 -88%
WWA
2208
Wealth Watch Advisors
Colorado
$13.6K +$10.6K +70 +389%
KTC
2209
Kentucky Trust Company
Kentucky
$13.4K
MWM
2210
Mascoma Wealth Management
New Hampshire
$11.9K +$1.67K +11 +17%
DIP
2211
DT Investment Partners
Pennsylvania
$11.7K +$1.52K +10 +15%
HIMS
2212
Hager Investment Management Services
New Hampshire
$11.6K -$18.2K -120 -62%
MSWM
2213
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K +$2.73K +18 +32%
AWA
2214
American Wealth Advisors
Georgia
$11.3K
SC
2215
Swan Capital
Florida
$11.1K
WT
2216
WHI Trust
Illinois
$10.8K +$10.6K +70 New
NEWAS
2217
N.E.W. Advisory Services
Wisconsin
$10.1K +$152 +1 +2%
PCM
2218
Penserra Capital Management
California
$10K -$514K -3,383 -98%
FMP
2219
Financial Management Professionals
Texas
$9.87K +$6.23K +41 +178%
MAM
2220
Marquette Asset Management
Minnesota
$9.71K -$760 -5 -7%
CWP
2221
Clark Wealth Partners
Illinois
$9.71K
TWD
2222
True Wealth Design
Ohio
$9.71K +$6.38K +42 +200%
UOTTAIMCU
2223
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.79K +$8.66K +57 New
BSB
2224
Bangor Savings Bank
Maine
$8.63K +$3.8K +25 +81%
CFM
2225
Cornerstone Financial Management
Massachusetts
$8.63K +$8.51K +56 New