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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
401
INTECH Investment Management
Florida
$4.45M -$7.1M -82,135 -63%
PMG
402
ProVise Management Group
Florida
$4.45M
BIC
403
Beach Investment Counsel
Pennsylvania
$4.44M -$95K -1,100 -2%
CA
404
Cetera Advisors
Colorado
$4.43M -$271K -3,139 -6%
SIC
405
SFE Investment Counsel
California
$4.32M +$69.5K +805 +2%
SW
406
SteelPeak Wealth
California
$4.27M +$829K +9,593 +26%
AWM
407
Axxcess Wealth Management
California
$4.23M +$976K +11,303 +33%
PFO
408
Pathstone Family Office
New Jersey
$4.22M +$389K +4,504 +11%
NGA
409
Naples Global Advisors
Florida
$4.21M -$75.2K -870 -2%
FIA
410
Foundations Investment Advisors
Arizona
$4.21M +$584K +6,763 +18%
CWM
411
Compass Wealth Management
Connecticut
$4.21M -$69.1K -800 -2%
CHAM
412
Clear Harbor Asset Management
Connecticut
$4.21M +$1.91M +22,098 +95%
KCM
413
Kingdon Capital Management
New York
$4.18M +$3.89M +45,000 New
ATI
414
Act Two Investors
California
$4.14M +$3.85M +44,566 New
GRP
415
Global Retirement Partners
California
$4.13M +$1.73K +20 +0%
KCPG
416
Kavar Capital Partners Group
Kansas
$4.11M +$402K +4,658 +12%
ASN
417
Advisory Services Network
Georgia
$4.08M -$52K -602 -1%
SG Americas Securities
418
SG Americas Securities
New York
$4.04M +$626K +7,248 +20%
MIM
419
MetLife Investment Management
New Jersey
$4.03M +$29.8K +345 +0.8%
IWC
420
Integrated Wealth Concepts
Massachusetts
$4.01M +$165K +1,906 +5%
FAM
421
Fred Alger Management
New York
$3.99M
CA
422
Clearstead Advisors
Ohio
$3.97M +$1.95M +22,626 +113%
CBA
423
Coastal Bridge Advisors
Connecticut
$3.96M -$150K -1,739 -4%
ACM
424
Ayrshire Capital Management
Connecticut
$3.93M +$175K +2,031 +6%
MCM
425
MAI Capital Management
Ohio
$3.93M -$4.02M -46,590 -52%