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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
351
Partnervest Advisory Services
California
$726K +$163K +5,006 +28%
SBIA
352
Sheaff Brock Investment Advisors
Indiana
$723K +$224K +6,865 +44%
EIP
353
Epoch Investment Partners
New York
$722K
BIM
354
Beach Investment Management
Pennsylvania
$718K
BHA
355
Beech Hill Advisors
New York
$714K
NGA
356
Naples Global Advisors
Florida
$714K
GA
357
GFS Advisors
Texas
$714K +$19.5K +600 +3%
RJT
358
Raymond James Trust
Florida
$711K -$395K -12,145 -35%
AWMF
359
Arbor Wealth Management (Florida)
Florida
$703K -$45.4K -1,393 -6%
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$703K
WAM
361
Wealthspire Advisors (Maryland)
Maryland
$701K -$925K -28,397 -56%
Lido Advisors
362
Lido Advisors
California
$690K +$202K +6,202 +40%
WB
363
Webster Bank
Connecticut
$682K -$2.62M -80,501 -79%
MIH
364
Meitav Investment House
Israel
$673K +$687K +21,100 New
PM
365
Penbrook Management
New York
$672K +$684K +21,000 New
KeyBank National Association
366
KeyBank National Association
Ohio
$671K +$26.7K +820 +4%
GKWIM
367
Gerber Kawasaki Wealth & Investment Management
California
$659K -$12.6K -388 -2%
GG
368
Gofen & Glossberg
Illinois
$650K +$386K +11,850 +140%
CCA
369
Catalyst Capital Advisors
New York
$647K
SI
370
SII Investments
Wisconsin
$643K -$153K -4,709 -19%
SC
371
Slow Capital
California
$643K +$654K +20,082 New
APCM
372
Arbiter Partners Capital Management
New York
$640K
CCG
373
Cypress Capital Group
Florida
$640K
PAWC
374
P.A.W. Capital
Connecticut
$640K +$163K +5,000 +33%
IECM
375
Intrinsic Edge Capital Management
Illinois
$640K +$651K +20,000 New