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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
476
Swift Run Capital Management
Virginia
$684K
CIA
477
Capital Investment Advisors
Georgia
$683K +$28.2K +578 +4%
IFWM
478
Institute for Wealth Management
Colorado
$681K +$680K +13,941 New
MCIM
479
Meadow Creek Investment Management
Georgia
$677K -$187K -3,828 -22%
BCA
480
Berman Capital Advisors
Georgia
$677K +$7.12K +146 +1%
Macquarie Group
481
Macquarie Group
Australia
$673K +$672K +13,775 New
KWM
482
Kingsview Wealth Management
Oregon
$670K -$200K -4,111 -23%
LW
483
Linscomb Wealth
Texas
$669K +$668K +13,696 New
AAM
484
Augustine Asset Management
Florida
$659K +$659K +13,503 New
Truist Financial
485
Truist Financial
North Carolina
$652K +$117K +2,400 +22%
CCP
486
Corient Capital Partners
California
$650K -$132K -2,700 -17%
PWP
487
Principle Wealth Partners
Connecticut
$647K +$646K +13,250 New
MAA
488
Mraz Amerine & Associates
California
$645K +$644K +13,200 New
CCMD
489
Cypress Capital Management (Delaware)
Delaware
$642K
WP
490
Wedgewood Partners
Missouri
$634K -$36.6K -750 -5%
MA
491
MONECO Advisors
Connecticut
$615K +$47.3K +969 +8%
PCM
492
Palisade Capital Management
New Jersey
$615K +$615K +12,610 New
DAC
493
Dividend Assets Capital
South Carolina
$613K
FG
494
Fiduciary Group
Georgia
$612K -$97.5K -2,000 -14%
SWA
495
Stratos Wealth Advisors
Ohio
$612K +$611K +12,533 New
DW
496
Domani Wealth
Pennsylvania
$612K +$611K +12,537 New
PAWC
497
P.A.W. Capital
Connecticut
$611K -$122K -2,500 -17%
GVAG
498
Great Valley Advisor Group
Delaware
$609K +$278K +5,696 +84%
CAM
499
Cresset Asset Management
Illinois
$609K +$608K +12,469 New
AAS
500
Avantax Advisory Services
Texas
$602K +$55.2K +1,131 +10%