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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
526
YorkBridge Wealth Partners
New York
$522K +$521K +10,688 New
Mercer Global Advisors
527
Mercer Global Advisors
Colorado
$520K +$155K +3,185 +43%
WWM
528
Windsor Wealth Management
Indiana
$519K +$3.07K +63 +0.6%
DLG
529
Daniel L. Goodwin
$514K
VWM
530
Valley Wealth Managers
New Jersey
$514K +$263K +5,400 +105%
CP
531
Camelot Portfolios
Ohio
$512K +$634 +13 +0.1%
SC
532
Sepio Capital
Utah
$508K +$115K +2,360 +29%
TCPWM
533
Traverso Chambers Private Wealth Management
California
$504K +$11K +226 +2%
BFM
534
Boston Financial Management
Massachusetts
$503K +$132K +2,700 +36%
SWM
535
Segment Wealth Management
Texas
$497K
WWM
536
Western Wealth Management
Colorado
$495K +$1.12K +23 +0.2%
LC
537
Loews Corp
New York
$493K
FCM
538
Flinton Capital Management
Pennsylvania
$492K -$136K -2,784 -22%
FAT
539
First American Trust
California
$491K +$490K +10,050 New
MCM
540
MAI Capital Management
Ohio
$490K -$114K -2,339 -19%
DZ Bank
541
DZ Bank
Germany
$488K
APCM
542
Arbiter Partners Capital Management
New York
$488K
PCC
543
Park Circle Company
Maryland
$488K
CFB
544
Cullen/Frost Bankers
Texas
$488K +$19.5K +400 +4%
FANJ
545
Financial Architects (New Jersey)
New Jersey
$488K +$487K +9,984 New
EPA
546
Element Pointe Advisors
Florida
$487K -$81K -1,660 -14%
DSC
547
Duncker Streett & Co
Missouri
$487K +$4.88K +100 +1%
MPI
548
Mairs & Power Inc
Minnesota
$486K -$124K -2,550 -20%
XS
549
XR Securities
Illinois
$482K -$862K -17,670 -64%
BCA
550
Bay Colony Advisors
Massachusetts
$482K +$481K +9,862 New