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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
551
Beacon Pointe Advisors
California
$5.95M -$2.9M -16,926 -33%
IG
552
ING Group
Netherlands
$5.9M -$132K -769 -2%
HIA
553
Harbor Investment Advisory
Maryland
$5.89M +$118K +690 +2%
SCTC
554
Sanibel Captiva Trust Company
Florida
$5.88M +$335K +1,953 +6%
WIM
555
WealthPlan Investment Management
Nebraska
$5.86M -$245K -1,428 -4%
IMCOOI
556
Investment Management Corp of Ontario (IMCO)
Canada
$5.86M +$541K +3,157 +10%
WC
557
Waterloo Capital
Texas
$5.85M +$147K +860 +3%
PWP
558
Private Wealth Partners
California
$5.84M -$53.5K -312 -0.9%
IMC Chicago
559
IMC Chicago
Illinois
$5.81M +$5.83M +34,001 New
CCM
560
Conway Capital Management
California
$5.77M +$134K +785 +2%
1W
561
1776 Wealth
Georgia
$5.75M +$121K +707 +2%
LWA
562
Lantern Wealth Advisors
New York
$5.71M -$440K -2,566 -7%
BGDI
563
BW Gestao de Investimentos
Brazil
$5.71M -$18.1M -105,800 -76%
WSC
564
Wellington Shields & Co
New York
$5.7M +$59.3K +346 +1%
BPC
565
Banque Pictet & Cie
Switzerland
$5.69M -$619K -3,614 -10%
CGH
566
Crossmark Global Holdings
Texas
$5.68M +$458K +2,671 +9%
PMG
567
ProVise Management Group
Florida
$5.67M -$87.4K -510 -2%
NMERB
568
New Mexico Educational Retirement Board
New Mexico
$5.64M -$120K -700 -2%
SFP
569
Shepherd Financial Partners
Massachusetts
$5.61M +$84K +490 +2%
CPA
570
Capital Planning Advisors
California
$5.6M +$303K +1,766 +6%
HI
571
Horizon Investments
North Carolina
$5.55M +$1.85M +10,782 +49%
IAS
572
Insigneo Advisory Services
Florida
$5.55M -$22.6K -132 -0.4%
CC
573
Chicago Capital
Illinois
$5.54M -$178K -1,038 -3%
1SB
574
1ST Source Bank
Indiana
$5.49M +$52.3K +305 +1%
SG
575
StoneX Group
New York
$5.48M -$247K -1,442 -4%