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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
301
Walter & Keenan Wealth Management
Indiana
$595K +$571K +22,000 New
OA
302
Oxbow Advisors
Texas
$586K
SBIA
303
Sheaff Brock Investment Advisors
Indiana
$584K +$42.5K +1,639 +8%
PCM
304
Parsons Capital Management
Rhode Island
$584K +$133K +5,115 +31%
VHAM
305
Van Hulzen Asset Management
California
$579K -$2.12M -81,790 -79%
CTI
306
Community Trust & Investment
Kentucky
$573K +$37.6K +1,450 +7%
SIAP
307
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$572K +$549K +21,166 New
PFA
308
Paradigm Financial Advisors
Missouri
$571K -$89.9K -3,465 -14%
VWM
309
Valley Wealth Managers
New Jersey
$567K -$55.5K -2,140 -9%
RIA
310
RPG Investment Advisory
California
$553K -$5M -192,812 -90%
IH
311
IFC Holdings
Florida
$553K +$26.7K +1,030 +5%
FFWA
312
FRG Family Wealth Advisors
Washington
$550K -$111K -4,295 -17%
BHA
313
Beech Hill Advisors
New York
$546K +$64.9K +2,500 +14%
CCA
314
Catalyst Capital Advisors
New York
$546K +$525K +20,211 New
US Bancorp
315
US Bancorp
Minnesota
$545K -$705K -27,147 -57%
APCM
316
Arbiter Partners Capital Management
New York
$541K
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$536K -$33.8K -1,304 -6%
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$535K -$925K -35,630 -64%
SPC
319
Sigma Planning Corp
Michigan
$534K -$273K -10,506 -35%
NGA
320
Naples Global Advisors
Florida
$531K -$77.9K -3,000 -13%
KWMG
321
King Wealth Management Group
Florida
$524K -$285K -10,995 -36%
MSAM
322
Moloney Securities Asset Management
Missouri
$519K +$498K +19,201 New
HFA
323
High Falls Advisors
New York
$518K
VNA
324
Valley National Advisers
Pennsylvania
$517K +$67K +2,580 +16%
GCP
325
GSA Capital Partners
United Kingdom
$514K -$279K -10,744 -36%