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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
476
Baldrige Asset Management
Pennsylvania
$2.73M +$16K +180 +0.6%
GAM
477
Grandview Asset Management
Pennsylvania
$2.68M
TW
478
TrinityPoint Wealth
Connecticut
$2.67M +$913K +10,275 +60%
AFM
479
Abbot Financial Management
Massachusetts
$2.67M -$13K -146 -0.5%
PA
480
Parallel Advisors
California
$2.66M -$79.8K -899 -3%
CCM
481
Conway Capital Management
California
$2.66M +$86.3K +972 +4%
WI
482
Wintrust Investments
Illinois
$2.65M -$53.2K -599 -2%
CBB
483
Citizens Business Bank
California
$2.64M
SWP
484
Strategic Wealth Partners
Ohio
$2.63M -$412K -4,635 -15%
PF
485
Phoenix Financial
Israel
$2.63M +$2.36M +26,585 New
BGDI
486
BW Gestao de Investimentos
Brazil
$2.62M -$1.55M -17,490 -39%
JCM
487
Jag Capital Management
Missouri
$2.6M -$129K -1,449 -5%
RWM
488
RKL Wealth Management
Pennsylvania
$2.59M -$64.8K -730 -3%
WANY
489
Wealthspire Advisors (New York)
New York
$2.58M -$1.62M -18,228 -41%
P
490
&Partners
Tennessee
$2.57M -$64.4K -725 -3%
SCA
491
Snowden Capital Advisors
New York
$2.55M +$25.5K +287 +1%
MWM
492
Meridian Wealth Management
Kentucky
$2.54M -$80.8K -910 -3%
SIAP
493
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.53M -$7.99K -90 -0.3%
SWM
494
Sculati Wealth Management
Michigan
$2.51M -$93.3K -1,051 -4%
OLA
495
Oliver Luxxe Assets
New Jersey
$2.51M -$128K -1,444 -5%
AIM
496
Aigen Investment Management
New York
$2.5M +$2.29M +25,734 New
Mercer Global Advisors
497
Mercer Global Advisors
Colorado
$2.49M +$601K +6,770 +36%
MAFM
498
Mid Atlantic Financial Management
Pennsylvania
$2.46M +$86.7K +976 +4%
SAS
499
Stelac Advisory Services
New York
$2.46M +$6.04K +68 +0.3%
1SB
500
1ST Source Bank
Indiana
$2.46M +$79K +890 +4%