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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CBB
276
Citizens Business Bank
California
$1.25M +$297K +9,000 +27%
WIM
277
Westside Investment Management
California
$1.23M +$142K +4,285 +12%
VFA
278
Voya Financial Advisors
Connecticut
$1.22M +$56.3K +1,702 +4%
Mariner
279
Mariner
Kansas
$1.19M +$10.1K +306 +0.8%
SHA
280
Seneca House Advisors
Virginia
$1.18M +$93.6K +2,832 +8%
PCAP
281
Pratt Collard Advisory Partners
New York
$1.17M
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$1.17M -$264 -8 -0%
WIA
283
Wealthstreet Investment Advisors
Texas
$1.14M +$26.4K +800 +2%
RG
284
Rathbones Group
United Kingdom
$1.14M -$36.4K -1,100 -3%
SW
285
SlateStone Wealth
Florida
$1.14M +$1.26M +38,170 New
P
286
&Partners
Tennessee
$1.12M +$1.25M +37,713 New
FSA
287
Fort Sheridan Advisors
Illinois
$1.12M +$1.24M +37,552 New
WP
288
Wedgewood Partners
Missouri
$1.11M +$74.4K +2,250 +6%
MAFM
289
Mid Atlantic Financial Management
Pennsylvania
$1.11M +$1.23M +37,198 New
CCM
290
Cutler Capital Management
Massachusetts
$1.11M +$109K +3,300 +10%
AAMA
291
Advanced Asset Management Advisors
Ohio
$1.1M +$1.23M +37,063 New
GT
292
Glenmede Trust
Pennsylvania
$1.08M +$245K +7,403 +26%
CTA
293
Chesley Taft & Associates
Illinois
$1.06M -$1.79M -54,275 -60%
EVM
294
Eaton Vance Management
Massachusetts
$1.04M -$9.74M -294,711 -89%
SIAP
295
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M +$83.9K +2,538 +8%
ZCA
296
Zeke Capital Advisors
Pennsylvania
$1M +$101K +3,063 +10%
RSS
297
Rosenblum Silverman Sutton
California
$1M -$210K -6,350 -16%
ACP
298
Ashfield Capital Partners
California
$998K -$1.12M -33,906 -50%
SFM
299
Signet Financial Management
New Jersey
$997K +$57.9K +1,753 +6%
WA
300
WESPAC Advisors
California
$995K -$42.4K -1,284 -4%