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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SteelPeak Wealth
526
SteelPeak Wealth
California
$963K -$6.58K -123 -0.7%
Mercer Global Advisors
527
Mercer Global Advisors
Colorado
$952K -$65.6K -1,226 -6%
Capital Planning Advisors
528
Capital Planning Advisors
California
$932K +$263K +4,912 +38%
WKWM
529
Walter & Keenan Wealth Management
Indiana
$929K -$10.7K -200 -1%
USCA RIA
530
USCA RIA
Texas
$920K -$17.5K -327 -2%
Lake Street Private Wealth
531
Lake Street Private Wealth
Illinois
$917K +$126K +2,360 +16%
BCM
532
Bayesian Capital Management
New York
$908K +$931K +17,400 New
Banque Cantonale Vaudoise
533
Banque Cantonale Vaudoise
Switzerland
$905K +$130K +2,420 +16%
WP
534
WealthPLAN Partners
Nebraska
$901K -$22K -412 -2%
Miracle Mile Advisors
535
Miracle Mile Advisors
California
$900K +$923K +17,240 New
BAM
536
Barrett Asset Management
New York
$899K – – –
Dearborn Partners
537
Dearborn Partners
Illinois
$891K +$268 +5 +0%
SRCM
538
Swift Run Capital Management
Virginia
$889K – – –
Stamos Capital Partners
539
Stamos Capital Partners
California
$887K – – –
JWM
540
Jupiter Wealth Management
Colorado
$880K – – –
Citadel Advisors
541
Citadel Advisors
Florida
$880K +$91.2K +1,705 +11%
Berman Capital Advisors
542
Berman Capital Advisors
Georgia
$880K +$94.9K +1,773 +12%
Commerce Bank
543
Commerce Bank
Missouri
$877K +$158K +2,948 +21%
FUBT
544
First United Bank & Trust
Maryland
$873K -$65.3K -1,220 -7%
Caldwell Trust
545
Caldwell Trust
Florida
$872K -$13.2K -246 -1%
TrinityPoint Wealth
546
TrinityPoint Wealth
Connecticut
$871K +$10.7K +200 +1%
CCM
547
Coe Capital Management
Illinois
$860K – – –
KMG Fiduciary Partners
548
KMG Fiduciary Partners
Ohio
$849K +$870K +16,258 New
Belpointe Asset Management
549
Belpointe Asset Management
Nevada
$845K +$181K +3,378 +26%
Highland Capital Management (Tennessee)
550
Highland Capital Management (Tennessee)
Tennessee
$840K -$153K -2,850 -15%