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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$9.68M -$964K -6,951 -10%
IAA
352
Independent Advisor Alliance
North Carolina
$9.58M -$541K -3,902 -6%
ACM
353
Alpha Capital Management
Texas
$9.56M -$402K -2,897 -4%
BFA
354
Bragg Financial Advisors
North Carolina
$9.55M +$81.3K +586 +0.9%
IFG
355
Independent Financial Group
California
$9.55M +$175K +1,259 +2%
OAM
356
Oppenheimer Asset Management
New York
$9.51M +$233K +1,677 +3%
TCA
357
Transcend Capital Advisors
New Jersey
$9.46M -$206K -1,488 -2%
OPERF
358
Oregon Public Employees Retirement Fund
Oregon
$9.44M +$37.5K +270 +0.4%
Wealthfront Advisers
359
Wealthfront Advisers
California
$9.39M +$3.56M +25,651 +72%
EFG
360
Embree Financial Group
Illinois
$9.39M +$145K +1,043 +2%
HF
361
HRT Financial
New York
$9.25M +$7.2M +51,901 +608%
HTIM
362
Harbour Trust & Investment Management
Indiana
$9.22M +$423K +3,049 +5%
AssetMark Inc
363
AssetMark Inc
California
$9.22M +$1.59M +11,441 +23%
MFFIA
364
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$9.21M -$128K -923 -2%
JWM
365
Jackson Wealth Management
Florida
$9.17M +$3.5M +25,207 +73%
AWM
366
Axxcess Wealth Management
California
$9.11M +$123K +889 +2%
BCCM
367
Bridge Creek Capital Management
Massachusetts
$9.06M -$153K -1,100 -2%
AACA
368
American Assets Capital Advisers
California
$9.01M -$756K -5,450 -8%
American Century Companies
369
American Century Companies
Missouri
$8.97M -$28K -202 -0.3%
Capital Fund Management (CFM)
370
Capital Fund Management (CFM)
France
$8.9M +$4.62M +33,326 +134%
CWM
371
Cornerstone Wealth Management
Missouri
$8.87M -$145K -1,047 -2%
SVCP
372
Silicon Valley Capital Partners
California
$8.81M -$317K -2,286 -4%
WG
373
Welch Group
Alabama
$8.79M +$438K +3,155 +6%
CGPCS
374
Capital Group Private Client Services
California
$8.74M -$15.3K -110 -0.2%
Allianz Asset Management
375
Allianz Asset Management
Germany
$8.73M -$1.95M -14,070 -20%