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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Allworth Financial
California
$3.68M +$292K +2,700 +11%
RPCONE
527
Retirement Planning Company of New England
Rhode Island
$3.68M +$252K +2,330 +9%
SG
528
StoneX Group
New York
$3.67M -$164K -1,512 -5%
SWM
529
Spire Wealth Management
Virginia
$3.66M -$39.6K -366 -1%
IAIM
530
International Assets Investment Management
Florida
$3.62M +$177K +1,640 +6%
TAM
531
Tealwood Asset Management
Minnesota
$3.6M -$62.6K -579 -2%
NLP
532
Next Level Private
New York
$3.56M -$5.52K -51 -0.2%
MGP
533
Metis Global Partners
California
$3.53M -$253K -2,336 -8%
TSWM
534
Tyler-Stone Wealth Management
Ohio
$3.52M +$1.51K +14 +0.1%
RWS
535
Resolute Wealth Strategies
Mississippi
$3.52M +$541 +5 +0%
DILIC
536
Dai-ichi Life Insurance Company
Japan
$3.51M -$36.2K -335 -1%
HIC
537
Holderness Investments Company
North Carolina
$3.51M -$18.4K -170 -0.6%
SPFA
538
Summit Place Financial Advisors
New Jersey
$3.48M -$42.1K -389 -1%
BLC
539
Brown, Lisle/Cummings
Rhode Island
$3.47M +$189K +1,750 +7%
GT
540
Glenview Trust
Kentucky
$3.46M +$1.2M +11,091 +72%
FHA
541
Flagship Harbor Advisors
Massachusetts
$3.44M -$108 -1 -0%
BCI
542
Brinker Capital Investments
Pennsylvania
$3.44M -$237K -2,195 -7%
OPS
543
Orion Portfolio Solutions
Nebraska
$3.44M -$237K -2,195 -7%
SF
544
Slagle Financial
Illinois
$3.44M +$2.73M +25,195 +93%
First Trust Advisors
545
First Trust Advisors
Illinois
$3.43M -$2.66M -24,576 -48%
GMA
546
Glassy Mountain Advisors
Maryland
$3.42M -$62.4K -577 -2%
WE
547
Wealth Effects
Massachusetts
$3.42M -$209K -1,928 -7%
TIAA Trust, National Association
548
TIAA Trust, National Association
North Carolina
$3.42M -$140K -1,295 -5%
GAM
549
Grandview Asset Management
Pennsylvania
$3.41M +$108 +1 +0%
CIA
550
Cohen Investment Advisors
New Hampshire
$3.4M -$53.3K -493 -2%