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icono de BX

Blackstone
BX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Silvant Capital Management
2001
Silvant Capital Management
Georgia
USD 37.1 k – – –
Delta Asset Management
2002
Delta Asset Management
Tennessee
USD 35.9 k -USD 91.3 k -760 -71%
Prosperity Bancshares
2003
Prosperity Bancshares
Texas
USD 35.4 k +USD 1.68 k +14 +5%
Cheviot Value Management
2004
Cheviot Value Management
California
USD 35.3 k – – –
Stone House Investment Management
2005
Stone House Investment Management
Pennsylvania
USD 35.2 k +USD 240 +2 +0.7%
Essential Partners
2006
Essential Partners
California
USD 34.6 k -USD 21.3 k -177 -38%
Gold Investment Management
2007
Gold Investment Management
Alberta, Canada
USD 34.1 k -USD 67.3 k -560 -66%
Richardson Financial Services
2008
Richardson Financial Services
Massachusetts
USD 34.1 k – – –
KAS
2009
Kemnay Advisory Services
New York
USD 33.7 k +USD 2.88 k +24 +9%
Barrett & Company
2010
Barrett & Company
Rhode Island
USD 33.5 k -USD 1.8 k -15 -5%
United Community Bank
2011
United Community Bank
South Carolina
USD 33.2 k -USD 8.89 k -74 -21%
WPG Advisers
2012
WPG Advisers
Maryland
USD 32.8 k +USD 1.32 k +11 +4%
Acumen Wealth Advisors
2013
Acumen Wealth Advisors
Tennessee
USD 32.8 k +USD 17.4 k +145 +108%
Rexford Capital
2014
Rexford Capital
Texas
USD 32.6 k – – –
Greykasell Wealth Strategies
2015
Greykasell Wealth Strategies
California
USD 31.6 k -USD 174 k -1,452 -84%
Vision Financial Markets
2016
Vision Financial Markets
Connecticut
USD 31.5 k +USD 360 +3 +1%
West Branch Capital
2017
West Branch Capital
Massachusetts
USD 31.4 k +USD 32 k +266 +26,600%
TS Financial Group (TSFG)
2018
TS Financial Group (TSFG)
Illinois
USD 31 k – – –
Beaird Harris Wealth Management
2019
Beaird Harris Wealth Management
Texas
USD 30.8 k -USD 9.7 k -81 -24%
Bell Investment Advisors
2020
Bell Investment Advisors
California
USD 30.2 k +USD 120 +1 +0.4%
NBH Bank
2021
NBH Bank
Colorado
USD 30.1 k +USD 30.8 k +256 Nuevas
Addison Advisors
2022
Addison Advisors
Vermont
USD 29.7 k -USD 11.1 k -92 -27%
REYL & Cie S.A.
2023
REYL & Cie S.A.
Switzerland
USD 29.5 k +USD 30.8 k +256 Nuevas
JPL Wealth Management
2024
JPL Wealth Management
Colorado
USD 29.2 k +USD 3.96 k +33 +15%
Oakmont Advisory Group
2025
Oakmont Advisory Group
New Mexico
USD 28.9 k +USD 29.4 k +245 Nuevas
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