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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
426
Ayalon Insurance Company
Israel
$952K +$983K +20,155 New
KIA
427
KCM Investment Advisors
California
$946K +$78.7K +1,613 +9%
HAG
428
HighPoint Advisor Group
Illinois
$943K -$31.1K -638 -3%
DP
429
Dearborn Partners
Illinois
$939K
FHA
430
Flagship Harbor Advisors
Massachusetts
$933K -$55.1K -1,129 -6%
IMC Chicago
431
IMC Chicago
Illinois
$930K +$929K +19,047 New
RCAG
432
Rehmann Capital Advisory Group
Michigan
$922K +$12.8K +262 +1%
ORI
433
Oak Ridge Investments
Illinois
$921K
SCA
434
Sage Capital Advisors
South Dakota
$916K +$488 +10 +0.1%
AWM
435
Affinity Wealth Management
Delaware
$901K +$900K +18,458 New
HCMT
436
Highland Capital Management (Tennessee)
Tennessee
$886K +$884K +18,135 New
WKWM
437
Walter & Keenan Wealth Management
Indiana
$879K
VCAM
438
Van Cleef Asset Management
Ohio
$879K +$878K +18,000 New
CAPTRUST Financial Advisors
439
CAPTRUST Financial Advisors
North Carolina
$878K -$58.9K -1,208 -6%
WI
440
Wintrust Investments
Illinois
$878K -$6.24K -128 -0.7%
JMH
441
J.M. Hartwell
New York
$868K -$123K -2,525 -12%
GHCM
442
Glen Harbor Capital Management
California
$862K -$238K -4,872 -22%
TW
443
TrinityPoint Wealth
Connecticut
$849K
KeyBank National Association
444
KeyBank National Association
Ohio
$847K
RIA
445
Realta Investment Advisors
Delaware
$845K -$197K -4,030 -19%
Lido Advisors
446
Lido Advisors
California
$845K +$436K +8,944 +107%
BI
447
Bramshill Investments
Florida
$832K -$1.62M -33,122 -66%
WAM
448
Wealthspire Advisors (Maryland)
Maryland
$824K +$822K +16,863 New
BOTW
449
Bank of the West
California
$823K -$45.1K -925 -5%
CCM
450
Coe Capital Management
Illinois
$822K