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BGB

Blackstone Strategic Credit 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
51
Walled Lake Planning & Wealth Management
Illinois
$312K
VIA
52
Virtus Investment Advisers
Connecticut
$310K -$88K -7,785 -22%
BPAMU
53
BTG Pactual Asset Management US
New York
$298K -$32.2K -2,848 -10%
SCA
54
Snowden Capital Advisors
New York
$228K
ASN
55
Advisory Services Network
Georgia
$221K -$203 -18 -0.1%
COLIM
56
City of London Investment Management
United Kingdom
$201K -$1.14M -100,887 -85%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$196K +$49.4K +4,367 +34%
EFG
58
Ethos Financial Group
Pennsylvania
$195K +$17K +1,504 +10%
EFS
59
Essex Financial Services
Connecticut
$188K +$34 +3 +0%
XT
60
XTX Topco
Cayman Islands
$175K +$175K +15,520 New
CL
61
Choreo LLC
Illinois
$171K +$171K +15,099 New
SSA
62
Sierra Summit Advisors
Nevada
$159K +$159K +14,109 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$159K +$57.3K +5,073 +56%
SA
64
Sanctuary Advisors
Indiana
$149K -$11K -970 -7%
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$136K +$10.7K +950 +9%
NFG
66
Nations Financial Group
Iowa
$132K
BPA
67
Beacon Pointe Advisors
California
$131K +$131K +11,555 New
M&T Bank
68
M&T Bank
New York
$128K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$127K +$7.19K +636 +6%
MWM
70
Melfa Wealth Management
Massachusetts
$126K
VF
71
Virtu Financial
New York
$125K +$125K +11,093 New
1W
72
1776 Wealth
Georgia
$123K
JSL
73
JT Stratford LLC
Georgia
$115K -$25.3K -2,240 -18%
EPW
74
Evolve Private Wealth
California
$115K +$115K +10,145 New
GLLW
75
Graves Light Lenhart Wealth
Virginia
$113K