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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
326
HL Financial Services
Kentucky
$865K +$4.44K +135 +0.5%
SAM
327
Strategy Asset Managers
California
$863K +$359K +10,920 +73%
SI
328
SII Investments
Wisconsin
$831K +$22.4K +682 +3%
SGCA
329
Steel Grove Capital Advisors
Tennessee
$829K +$818K +24,846 New
FWM
330
Frontier Wealth Management
Missouri
$824K -$269K -8,170 -25%
KIA
331
KCM Investment Advisors
California
$820K -$78.9K -2,397 -9%
BAM
332
Berkshire Asset Management
Pennsylvania
$818K
OA
333
Oxbow Advisors
Texas
$809K +$84.1K +2,557 +12%
PCM
334
Parsons Capital Management
Rhode Island
$805K +$54.5K +1,655 +7%
MA
335
MUFG Americas
New York
$801K +$14.1K +428 +2%
CCM
336
Cutler Capital Management
Massachusetts
$801K +$197K +6,001 +33%
WKWM
337
Walter & Keenan Wealth Management
Indiana
$784K +$49.4K +1,500 +7%
RFC
338
Regions Financial Corp
Alabama
$762K +$101K +3,064 +15%
EIP
339
Epoch Investment Partners
New York
$753K +$743K +22,563 New
FIM
340
Frontier Investment Management
Texas
$749K
BIM
341
Beach Investment Management
Pennsylvania
$748K -$108K -3,270 -13%
YWP
342
YorkBridge Wealth Partners
New York
$746K -$23.5K -715 -3%
ICOA
343
Investment Centers of America
North Dakota
$745K -$302K -9,189 -29%
BHA
344
Beech Hill Advisors
New York
$744K +$9.87K +300 +1%
NGA
345
Naples Global Advisors
Florida
$744K +$90.5K +2,750 +14%
SPC
346
Sigma Planning Corp
Michigan
$736K -$62K -1,884 -8%
CIBC Asset Management
347
CIBC Asset Management
Ontario, Canada
$732K +$70.4K +2,139 +11%
AWMF
348
Arbor Wealth Management (Florida)
Florida
$729K +$3.75K +114 +0.5%
GA
349
GFS Advisors
Texas
$724K -$62.2K -1,890 -8%
GHAM
350
Gilman Hill Asset Management
Connecticut
$707K +$115K +3,500 +20%