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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TW
551
Transform Wealth
Colorado
$5.44M +$2.09M +11,972 +61%
BPC
552
Banque Pictet & Cie
Switzerland
$5.43M +$5.17M +29,652 +1,629%
CGH
553
Crossmark Global Holdings
Texas
$5.42M -$14.3K -82 -0.3%
MMA
554
Miracle Mile Advisors
California
$5.42M +$469K +2,692 +9%
SWM
555
Spire Wealth Management
Virginia
$5.33M -$15.2K -87 -0.3%
SCM
556
Sterling Capital Management
North Carolina
$5.31M +$438K +2,512 +9%
SFP
557
Shepherd Financial Partners
Massachusetts
$5.31M +$186K +1,065 +4%
CPA
558
Capital Planning Advisors
California
$5.29M +$314K +1,801 +6%
O
559
Ossiam
France
$5.27M +$2.28M +13,109 +75%
UF
560
Univest Financial
Pennsylvania
$5.26M +$219K +1,257 +4%
AWM
561
Avitas Wealth Management
California
$5.22M +$42K +241 +0.8%
HKAM
562
Horizon Kinetics Asset Management
New York
$5.21M -$505K -2,900 -9%
PAS
563
Park Avenue Securities
New York
$5.19M +$2.81M +16,127 +115%
PWP
564
Perfromance Wealth Partners
Illinois
$5.15M +$3.67M +21,057 +239%
BCI
565
Brinker Capital Investments
Pennsylvania
$5.12M +$219K +1,259 +4%
OPS
566
Orion Portfolio Solutions
Nebraska
$5.12M +$219K +1,259 +4%
BFS
567
Bard Financial Services
Connecticut
$5.11M -$43.6K -250 -0.8%
ATPW
568
Ashton Thomas Private Wealth
Arizona
$5.11M +$1.5M +8,597 +41%
IAIM
569
International Assets Investment Management
Florida
$5.09M +$322K +1,847 +7%
AWA
570
Arkadios Wealth Advisors
Georgia
$5.09M -$304K -1,744 -6%
MGP
571
Metis Global Partners
California
$5.08M +$248K +1,423 +5%
PA
572
Parallel Advisors
California
$5.05M +$28.7K +165 +0.6%
Robeco Institutional Asset Management
573
Robeco Institutional Asset Management
Netherlands
$5.04M +$2.05M +11,786 +68%
WKSWA
574
White Knight Strategic Wealth Advisors
New Jersey
$5.01M +$2.45M +14,075 +94%
BIC
575
Beach Investment Counsel
Pennsylvania
$4.99M -$1.65M -9,480 -25%