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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
NFC
301
Northeast Financial Consultants
Connecticut
$926K +$94.1K +3,000 +12%
GT
302
Glenmede Trust
Pennsylvania
$916K
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$911K +$68.6K +2,188 +9%
KIA
304
KCM Investment Advisors
California
$899K -$415K -13,243 -33%
PCP
305
Proficio Capital Partners
Massachusetts
$897K
SG
306
StoneX Group
New York
$895K +$841K +26,826 New
SBH
307
Segall Bryant & Hamill
Illinois
$888K -$31 -1 -0%
Envestnet Asset Management
308
Envestnet Asset Management
Illinois
$882K +$701K +22,345 +540%
NRS
309
Neville Rodie & Shaw
New York
$876K +$1.44K +46 +0.2%
MSAM
310
Moloney Securities Asset Management
Missouri
$876K +$232K +7,410 +39%
HIC
311
Holderness Investments Company
North Carolina
$874K +$86.9K +2,770 +12%
UR
312
USCA RIA
Texas
$871K -$9.85K -314 -1%
HFS
313
HL Financial Services
Kentucky
$860K -$72.7K -2,317 -8%
AB
314
AT Bancorp
Iowa
$856K -$1.45M -46,207 -64%
BIM
315
Beach Investment Management
Pennsylvania
$856K
RC
316
Roundview Capital
New Jersey
$852K +$784 +25 +0.1%
CG
317
Caprock Group
Idaho
$850K +$27.9K +888 +4%
FMBTD
318
First Midwest Bank Trust Division
Illinois
$850K +$214K +6,832 +37%
LCM
319
Lee Capital Management
New York
$834K +$784K +25,000 New
ID
320
Integral Derivatives
New York
$827K +$778K +24,788 New
BAM
321
Berkshire Asset Management
Pennsylvania
$817K -$40.8K -1,300 -5%
RIA
322
RPG Investment Advisory
California
$815K +$30.5K +971 +4%
SI
323
SII Investments
Wisconsin
$808K -$137K -4,353 -15%
SPC
324
Sigma Planning Corp
Michigan
$799K +$5.8K +185 +0.8%
BP
325
BBR Partners
New York
$798K +$43.6K +1,389 +6%