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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
551
First Midwest Bank Trust Division
Illinois
$715K +$94K +1,700 +12%
CWM
552
Circle Wealth Management
New Jersey
$711K +$874K +15,800 New
BAM
553
Belpointe Asset Management
Nevada
$707K -$444K -8,019 -34%
ORI
554
Oak Ridge Investments
Illinois
$701K -$74.6K -1,349 -8%
AMC
555
Asset Management Corp
Illinois
$688K -$49K -886 -6%
FPB
556
First PREMIER Bank
South Dakota
$684K
RG
557
Rikoon Group
New Mexico
$680K -$125K -2,260 -13%
SS
558
Sunbelt Securities
Texas
$674K -$4.36M -78,831 -87%
SBIA
559
Sheaff Brock Investment Advisors
Indiana
$673K +$35.3K +639 +5%
HEIP
560
Hudson Edge Investment Partners
New Jersey
$669K
CIS
561
Capital International Sarl
California
$668K +$335K +6,052 +70%
MA
562
MONECO Advisors
Connecticut
$660K +$105K +1,894 +15%
HCM
563
Highlander Capital Management
New Jersey
$656K -$47K -850 -6%
BIM
564
Baldwin Investment Management
Pennsylvania
$656K
BP
565
BBR Partners
New York
$654K +$398K +7,201 +101%
CI
566
CAZ Investments
Texas
$652K +$465K +8,400 +142%
AIM
567
Axiom Investment Management
New York
$652K +$791K +14,308 New
AWE
568
Avidian Wealth Enterprises
Texas
$649K +$787K +14,231 New
IFWM
569
Institute for Wealth Management
Colorado
$648K +$12.2K +220 +2%
BCA
570
Berman Capital Advisors
Georgia
$646K +$9.35K +169 +1%
Prudential Financial
571
Prudential Financial
New Jersey
$643K -$193K -3,490 -20%
KA
572
Klingman & Associates
New York
$641K
SF
573
Synovus Financial
Georgia
$624K +$191K +3,447 +34%
DAC
574
Dividend Assets Capital
South Carolina
$621K +$59.2K +1,071 +9%
AIC
575
Aurora Investment Counsel
Georgia
$619K -$232K -4,187 -24%