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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
Wedgewood Partners
Missouri
$727K
EWA
552
EP Wealth Advisors
California
$726K +$674K +12,984 New
FG
553
Fiduciary Group
Georgia
$723K +$20K +385 +3%
FUBT
554
First United Bank & Trust
Maryland
$722K +$251K +4,845 +60%
HCM
555
Hodges Capital Management
Texas
$722K +$670K +12,907 New
FHC
556
First Heartland Consultants
Missouri
$714K +$663K +12,770 New
Nisa Investment Advisors
557
Nisa Investment Advisors
Missouri
$709K +$658K +12,677 New
PCM
558
Palisade Capital Management
New Jersey
$703K -$1.97K -38 -0.3%
DAC
559
Dividend Assets Capital
South Carolina
$702K
DW
560
Domani Wealth
Pennsylvania
$701K
MRCM
561
M&R Capital Management
New Jersey
$697K +$15.6K +300 +2%
CAAS
562
Capital Asset Advisory Services
Michigan
$686K +$292K +5,627 +114%
Luther King Capital Management (LKCM)
563
Luther King Capital Management (LKCM)
Texas
$682K
RA
564
Rational Advisors
New York
$682K +$632K +12,189 New
SWA
565
SFMG Wealth Advisors
Texas
$679K
MYAM
566
Meiji Yasuda Asset Management
Japan
$678K +$629K +12,120 New
CFGS
567
Concourse Financial Group Securities
Alabama
$677K +$335K +6,457 +115%
DCM
568
Dimension Capital Management
Florida
$676K +$2.23K +43 +0.4%
JIC
569
Joel Isaacson & Co
New York
$674K -$2.07M -39,918 -77%
AR
570
Advisory Research
Illinois
$670K -$407K -7,840 -40%
FPS
571
Fieldpoint Private Securities
Connecticut
$666K -$182K -3,508 -23%
CAM
572
Cresset Asset Management
Illinois
$659K -$35.4K -682 -5%
RMDI
573
R.M. Davis Inc
Maine
$657K +$127K +2,442 +26%
SWM
574
Segment Wealth Management
Texas
$656K +$80.4K +1,549 +15%
CB
575
Commerce Bank
Missouri
$651K -$4.98K -96 -0.8%