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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
451
BigSur Wealth Management
Florida
$1.16M +$55.3K +1,000 +4%
SIAP
452
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.15M -$98.3K -1,778 -7%
LW
453
Linscomb Wealth
Texas
$1.14M -$411K -7,434 -23%
SFS
454
Sowell Financial Services
Arkansas
$1.14M +$768K +13,878 +124%
Comerica Bank
455
Comerica Bank
Texas
$1.14M +$448K +8,093 +53%
OIA
456
Optimum Investment Advisors
Illinois
$1.13M -$66.4K -1,200 -5%
PCM
457
Poehling Capital Management
Wisconsin
$1.13M +$1.37M +24,743 New
HI
458
Hudock Inc
Pennsylvania
$1.12M +$518K +9,360 +62%
CF
459
Centaurus Financial
California
$1.11M -$1.13M -20,398 -46%
Squarepoint
460
Squarepoint
New York
$1.11M +$1.34M +24,300 New
GDP
461
Great Diamond Partners
Maine
$1.1M +$1.21M +21,838 +949%
GPFA
462
Game Plan Financial Advisors
Ohio
$1.09M +$145K +2,615 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
463
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.08M +$1.32M +23,800 New
BFM
464
Boothbay Fund Management
New York
$1.08M +$702K +12,687 +115%
APA
465
American Portfolios Advisors
New York
$1.07M -$92.7K -1,675 -7%
Schroder Investment Management Group
466
Schroder Investment Management Group
United Kingdom
$1.07M +$904K +16,351 +246%
SFP
467
Shepherd Financial Partners
Massachusetts
$1.07M -$3.04M -54,982 -70%
SWM
468
SeaCrest Wealth Management
New York
$1.07M -$127K -2,291 -9%
EFS
469
Essex Financial Services
Connecticut
$1.06M +$42.6K +771 +3%
BFM
470
Boston Financial Management
Massachusetts
$1.06M +$163K +2,950 +15%
IC
471
Inscription Capital
Texas
$1.06M +$1.29M +23,254 New
MAFM
472
Mid Atlantic Financial Management
Pennsylvania
$1.06M -$736K -13,314 -36%
KWM
473
Kingsview Wealth Management
Oregon
$1.05M +$18.1K +327 +1%
SCA
474
Snowden Capital Advisors
New York
$1.05M -$3.76K -68 -0.3%
CAM
475
Carret Asset Management
New York
$1.05M +$113K +2,050 +10%