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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
501
Insigneo Advisory Services
Florida
$6.46M +$478K +2,745 +8%
SP
502
Stablepoint Partners
Massachusetts
$6.4M -$83.8K -481 -1%
VVP
503
Venture Visionary Partners
Ohio
$6.39M +$272K +1,559 +4%
PMG
504
ProVise Management Group
Florida
$6.38M -$570K -3,270 -8%
PWP
505
Private Wealth Partners
California
$6.35M +$204K +1,172 +3%
CBA
506
Coastal Bridge Advisors
Connecticut
$6.34M -$111K -639 -2%
WAM
507
Werlinich Asset Management
Connecticut
$6.33M
EPIME
508
Evelyn Partners Investment Management (Europe)
$6.33M +$6.4M +36,727 New
DWM
509
Dakota Wealth Management
Florida
$6.33M +$724K +4,157 +13%
FIB
510
First Interstate Bank
Montana
$6.33M -$125K -719 -2%
PAI
511
Pittenger & Anderson Inc
Nebraska
$6.31M +$3.77M +21,645 +145%
OSNBOA
512
Old Second National Bank of Aurora
Illinois
$6.31M -$121K -693 -2%
APWM
513
Argonautica Private Wealth Management
Massachusetts
$6.26M -$30K -172 -0.5%
AG
514
AIA Group
Hong Kong
$6.25M -$581K -3,333 -8%
SCTC
515
Sanibel Captiva Trust Company
Florida
$6.22M +$189K +1,082 +3%
LWA
516
Lantern Wealth Advisors
New York
$6.19M +$4.18K +24 +0.1%
BFA
517
Bill Few Associates
Pennsylvania
$6.14M -$128K -732 -2%
RSS
518
Rosenblum Silverman Sutton
California
$6.13M -$342K -1,964 -5%
BZWA
519
Blue Zone Wealth Advisors
California
$6.08M -$99.3K -570 -2%
Vontobel Holding
520
Vontobel Holding
Switzerland
$6.08M +$1.32M +7,574 +27%
JIC
521
JRM Investment Counsel
Nebraska
$6.07M -$1.26M -7,225 -17%
SW
522
SteelPeak Wealth
California
$6.04M +$137K +785 +2%
SSA
523
Schonfeld Strategic Advisors
New York
$6.02M +$5.12M +29,398 +534%
SG
524
StoneX Group
New York
$6.02M +$1.68M +9,617 +38%
CAC
525
Core Alternative Capital
Georgia
$6.01M -$83.8K -481 -1%