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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Caldwell Trust
Florida
$6.31M +$353K +2,173 +5%
Flossbach Von Storch
477
Flossbach Von Storch
Germany
$6.29M
HPC
478
HM Payson & Co
Maine
$6.29M +$86.5K +533 +1%
FG
479
Fiduciary Group
Georgia
$6.29M +$93.5K +576 +1%
SPWG
480
Syntegra Private Wealth Group
Missouri
$6.25M +$1.13M +6,945 +18%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$6.21M +$157K +968 +2%
CS
482
Candriam SCA
Luxembourg
$6.2M -$378K -2,331 -5%
HCM
483
Howland Capital Management
Massachusetts
$6.2M +$161K +991 +2%
LIP
484
Landmark Investment Partners
Florida
$6.12M +$7.11M +43,803 New
ASN
485
Advisory Services Network
Georgia
$6.09M -$2.7M -16,650 -28%
GL
486
Graypoint LLC
New York
$6.08M +$740K +4,562 +12%
VF
487
Virtu Financial
New York
$6.06M +$5.85M +36,044 +493%
KA
488
Kercheville Advisors
Texas
$6.04M -$363K -2,235 -5%
DWM
489
Dakota Wealth Management
Florida
$6.02M +$1.03M +6,349 +17%
AAS
490
Avantax Advisory Services
Texas
$5.98M +$593K +3,654 +9%
IWA
491
IBEX Wealth Advisors
New Jersey
$5.97M +$131K +807 +2%
BWG
492
Beta Wealth Group
California
$5.93M +$204K +1,255 +3%
NGA
493
Naples Global Advisors
Florida
$5.88M -$54.9K -338 -0.8%
CIA
494
Concurrent Investment Advisors
Florida
$5.87M +$2.58M +15,886 +61%
GIBU
495
Gulf International Bank (UK)
United Kingdom
$5.81M -$2.27M -14,002 -25%
DSC
496
Duncker Streett & Co
Missouri
$5.8M +$34.4K +212 +0.5%
EF
497
Empowered Funds
Pennsylvania
$5.79M +$1.2M +7,365 +22%
PCP
498
Proficio Capital Partners
Massachusetts
$5.77M -$181K -1,117 -3%
AAIS
499
ABN AMRO Investment Solutions
$5.77M
CHAM
500
Clear Harbor Asset Management
Connecticut
$5.77M +$245K +1,511 +4%