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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
501
Kaizen Financial Strategies
California
$2.52M +$22K +249 +0.9%
RA
502
RiverPark Advisors
New York
$2.52M -$889K -10,066 -26%
RJT
503
Raymond James Trust
Florida
$2.49M +$122K +1,385 +5%
SG
504
Somerset Group
Minnesota
$2.49M
TAM
505
Tealwood Asset Management
Minnesota
$2.49M +$690K +7,808 +38%
WE
506
Wealth Effects
Massachusetts
$2.49M -$104K -1,181 -4%
IAIM
507
International Assets Investment Management
Florida
$2.48M -$791K -8,956 -24%
CWA
508
CM Wealth Advisors
Ohio
$2.48M +$2.57M +29,078 New
AWM
509
Avitas Wealth Management
California
$2.44M +$837K +9,477 +52%
SAM
510
Synergy Asset Management
Washington
$2.44M +$140K +1,586 +6%
FDS
511
First Dallas Securities
Texas
$2.43M +$97.3K +1,101 +4%
MA
512
Modus Advisors
Minnesota
$2.42M +$15.3K +173 +0.6%
RWS
513
Resolute Wealth Strategies
Mississippi
$2.42M +$2.43M +27,513 New
HWAM
514
Hennion & Walsh Asset Management
New Jersey
$2.42M -$342K -3,871 -12%
First Manhattan
515
First Manhattan
New York
$2.41M +$26.5K +300 +1%
Manulife (Manufacturers Life Insurance)
516
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.41M +$140K +1,584 +6%
SIAP
517
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.39M +$206K +2,337 +9%
GAM
518
Grandview Asset Management
Pennsylvania
$2.38M -$88.2K -998 -4%
HIC
519
Holderness Investments Company
North Carolina
$2.38M -$30.5K -345 -1%
DCM
520
Dupont Capital Management
Delaware
$2.37M +$815K +9,229 +52%
SWA
521
Sutton Wealth Advisors
Florida
$2.36M +$118K +1,339 +5%
SFP
522
Shepherd Financial Partners
Massachusetts
$2.36M +$212K +2,397 +10%
CPA
523
Capital Planning Advisors
California
$2.36M -$278K -3,142 -10%
Bank of Nova Scotia
524
Bank of Nova Scotia
Ontario, Canada
$2.36M -$7.17M -81,117 -75%
BHA
525
Beech Hill Advisors
New York
$2.35M +$18.1K +205 +0.8%