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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
OQS
576
Occudo Quantitative Strategies
Florida
$1.84M +$1.68M +18,932 New
KWMG
577
King Wealth Management Group
Florida
$1.83M +$266 +3 +0%
BBNA
578
Bremer Bank National Association
Minnesota
$1.83M +$1.67M +18,820 New
DI
579
DFPG Investments
Utah
$1.81M -$89.1K -1,003 -5%
AGA
580
Accuvest Global Advisors
Utah
$1.81M +$1.66M +18,649 New
RG
581
Rathbones Group
United Kingdom
$1.79M -$73.7K -830 -4%
EFS
582
Essex Financial Services
Connecticut
$1.78M
SOAMC
583
Spirit of America Management Corp
New York
$1.78M
BSW
584
Buckingham Strategic Wealth
Missouri
$1.77M +$1.15M +12,953 +246%
CAM
585
Cresset Asset Management
Illinois
$1.77M +$171K +1,927 +12%
WPW
586
Warther Private Wealth
Ohio
$1.77M +$1.62M +18,211 New
BA
587
Birinyi Associates
Connecticut
$1.75M +$218K +2,450 +16%
SOADOR
588
State of Alaska Department of Revenue
Alaska
$1.74M -$151K -1,698 -9%
EGA
589
E&G Advisors
Texas
$1.72M -$1.57M -17,734 Closed
FHA
590
Flagship Harbor Advisors
Massachusetts
$1.72M +$136K +1,535 +9%
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$1.71M
BOPW
592
Brandywine Oak Private Wealth
Pennsylvania
$1.71M +$162K +1,828 +12%
SWM
593
SeaCrest Wealth Management
New York
$1.71M +$35.6K +401 +2%
Vontobel Holding
594
Vontobel Holding
Switzerland
$1.71M +$937K +10,551 +158%
Loomis, Sayles & Company
595
Loomis, Sayles & Company
Massachusetts
$1.71M +$1.56M +17,569 New
AT
596
Arden Trust
Delaware
$1.71M -$209K -2,352 -12%
IFWM
597
Institute for Wealth Management
Colorado
$1.71M -$19.5K -220 -1%
FUBT
598
First United Bank & Trust
Maryland
$1.7M +$33.3K +375 +2%
TC
599
TownSquare Capital
Utah
$1.7M -$14.4K -162 -0.9%
CCC
600
Crescent Capital Consulting
Louisiana
$1.69M