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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
501
Boston Financial Management
Massachusetts
$2.44M -$204K -2,300 -8%
TIP
502
Torray Investment Partners
Maryland
$2.44M -$651K -7,336 -23%
CRWM
503
Castle Rock Wealth Management
California
$2.42M +$54.2K +610 +3%
MIC
504
Means Investment Company
Maine
$2.42M -$12.6K -142 -0.6%
LSPW
505
Lake Street Private Wealth
Illinois
$2.41M +$42.5K +478 +2%
PM
506
Penbrook Management
New York
$2.41M
KWM
507
Kingsview Wealth Management
Oregon
$2.4M -$89 -1 -0%
MJB
508
Mark J. Bradley
$2.39M -$80.4K -905 -4%
PCM
509
Poehling Capital Management
Wisconsin
$2.36M -$16.4K -185 -0.8%
CIA
510
Compass Ion Advisors
Pennsylvania
$2.36M +$3.29K +37 +0.2%
SWA
511
Sutton Wealth Advisors
Florida
$2.36M +$11.2K +126 +0.5%
JWCA
512
J.W. Cole Advisors
Florida
$2.34M +$538K +6,062 +34%
BAM
513
Berkshire Asset Management
Pennsylvania
$2.34M +$209K +2,358 +11%
DI
514
Diligent Investors
California
$2.33M -$59.3K -668 -3%
PAM
515
Panagora Asset Management
Massachusetts
$2.33M +$2.12M +23,879 +32,711%
First Manhattan
516
First Manhattan
New York
$2.32M +$51.4K +579 +2%
GT
517
Glenmede Trust
Pennsylvania
$2.32M +$799 +9 +0%
AI
518
Atria Investments
North Carolina
$2.31M +$724K +8,150 +52%
RIM
519
Redpoint Investment Management
Australia
$2.31M +$730K +8,216 +53%
PCM
520
Penserra Capital Management
California
$2.31M +$2.11M +23,759 New
VAS
521
Vestmark Advisory Solutions
Massachusetts
$2.3M -$356K -4,010 -14%
ACP
522
Aviance Capital Partners
Florida
$2.29M +$101K +1,142 +5%
BAIA
523
Bel Air Investment Advisors
California
$2.29M +$321K +3,612 +18%
SFP
524
Shepherd Financial Partners
Massachusetts
$2.29M +$3.38K +38 +0.2%
FT
525
Fiduciary Trust
Massachusetts
$2.29M +$29K +326 +1%