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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
RPC
576
Rossmore Private Capital
Connecticut
$221K -$31.7K -950 -13%
AI
577
Atria Investments
North Carolina
$217K +$207K +6,204 New
GFPC
578
Global Financial Private Capital
Florida
$215K +$205K +6,135 New
CWM
579
Centric Wealth Management
Illinois
$214K +$204K +6,106 New
GIA
580
Gladstone Institutional Advisory
Florida
$213K +$203K +6,081 New
VFA
581
Valeo Financial Advisors
Indiana
$211K +$4.67K +140 +2%
BIA
582
Barry Investment Advisors
Massachusetts
$211K +$201K +6,037 New
MCA
583
Mercer Capital Advisers
New Jersey
$210K
ACM
584
Alethea Capital Management
Washington
$210K +$200K +6,000 New
SG
585
Somerset Group
Minnesota
$210K +$200K +6,000 New
TH
586
Timber Hill
Connecticut
$210K +$200K +6,000 New
PH
587
Pinnacle Holdings
Oklahoma
$209K
Lazard Asset Management
588
Lazard Asset Management
New York
$209K
MC
589
Mathes Company
New York
$203K +$194K +5,800 New
AT
590
Arden Trust
Delaware
$202K -$38.9K -1,166 -17%
CL
591
CPWM LLC
Washington
$202K +$193K +5,770 New
NWP
592
Northstar Wealth Partners
Connecticut
$202K +$193K +5,790 New
PAG
593
Pinnacle Advisory Group
Maryland
$202K +$193K +5,790 New
SFSIG
594
San Francisco Sentry Investment Group
California
$201K +$90.1K +2,700 +89%
JCM
595
Janney Capital Management
Pennsylvania
$201K +$192K +5,750 New
CIAS
596
Capital Investment Advisory Services
North Carolina
$199K
ATFA
597
All Terrain Financial Advisors
Minnesota
$199K +$189K +5,678 New
PFGIA
598
Patriot Financial Group Insurance Agency
Massachusetts
$186K +$165K +4,930 +1,233%
CCA
599
Catalyst Capital Advisors
New York
$184K
CAM
600
Cresset Asset Management
Illinois
$182K +$371K +11,133 +537%