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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
426
GHP Investment Advisors
Colorado
$232K -$4.3K -135 -2%
WAM
427
Wealthspire Advisors (Maryland)
Maryland
$231K +$149K +4,683 New
KA
428
Klingman & Associates
New York
$229K +$23.5K +738 +10%
MFW
429
Mosaic Family Wealth
Missouri
$227K +$248K +7,774 New
LCP
430
Legacy Capital Partners
Wisconsin
$223K -$530K -16,637 -69%
GT
431
Glenview Trust
Kentucky
$218K +$237K +7,447 New
FMBTD
432
First Midwest Bank Trust Division
Illinois
$216K -$120K -3,752 -34%
FB
433
Fulton Bank
Pennsylvania
$216K +$236K +7,400 New
BSW
434
Buckingham Strategic Wealth
Missouri
$212K -$2.42K -76 -1%
NERM
435
New England Research & Management
Illinois
$212K +$231K +7,250 New
KPF
436
K2 Principal Fund
Ontario, Canada
$211K +$230K +7,200 New
SAM
437
SignalPoint Asset Management
Missouri
$209K +$5.32K +167 +2%
FIB
438
First Interstate Bank
Montana
$209K +$106K +3,329 +87%
CL
439
Croft-Leominster
Maryland
$205K -$4.24K -133 -2%
FCH
440
Freestone Capital Holdings
Washington
$205K +$223K +7,000 New
Mariner
441
Mariner
Kansas
$205K +$223K +7,010 New
WSTAM
442
Wilbanks Smith & Thomas Asset Management
Virginia
$204K -$54.3K -1,702 -20%
BF
443
BOK Financial
Oklahoma
$204K +$222K +6,960 New
JG
444
Jefferies Group
New York
$203K -$783K -24,554 -78%
IAMOG
445
Investors Asset Management of Georgia
Georgia
$202K +$12K +378 +6%
JWM
446
Jacobus Wealth Management
Wisconsin
$201K -$49.2K -1,542 -18%
BCI
447
Brinker Capital Investments
Pennsylvania
$196K +$36.2K +1,135 +20%
TSW
448
Thompson Siegel & Walmsley
Virginia
$194K -$4.5M -141,085 -96%
HI
449
Hudock Inc
Pennsylvania
$193K +$42.1K +1,321 +25%
MSFP
450
Mark Sheptoff Financial Planning
Connecticut
$190K -$3.95K -124 -2%