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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
576
Trivium Point Advisory
Connecticut
$3.17M -$713K -5,846 -18%
CIA
577
Compass Ion Advisors
Pennsylvania
$3.17M +$35.5K +291 +1%
BFM
578
Boston Financial Management
Massachusetts
$3.16M -$24.4K -200 -0.8%
ACM
579
Anfield Capital Management
California
$3.15M -$2.6M -21,284 -46%
OA
580
Oxbow Advisors
Texas
$3.14M +$356K +2,921 +13%
BAM
581
Berkshire Asset Management
Pennsylvania
$3.14M
SW
582
SVB Wealth
Massachusetts
$3.13M -$1.08M -8,852 -26%
SIC
583
SFE Investment Counsel
California
$3.13M -$97.3K -798 -3%
NLP
584
Next Level Private
New York
$3.11M +$59.9K +491 +2%
DILIC
585
Dai-ichi Life Insurance Company
Japan
$3.11M
PCM
586
Poehling Capital Management
Wisconsin
$3.1M +$55.2K +453 +2%
PP
587
Prudential plc
United Kingdom
$3.09M +$1.86M +15,283 +169%
JWCA
588
J.W. Cole Advisors
Florida
$3.08M -$133K -1,089 -4%
Vanguard Personalized Indexing Management
589
Vanguard Personalized Indexing Management
California
$3.08M +$680K +5,576 +30%
KFS
590
Kaizen Financial Strategies
California
$3.06M +$808K +6,624 +38%
MA
591
Modus Advisors
Minnesota
$3.05M +$60.3K +494 +2%
SWA
592
Sutton Wealth Advisors
Florida
$3.04M -$123K -1,005 -4%
CI Investments Inc
593
CI Investments Inc
Ontario, Canada
$3.04M -$1.09M -8,965 -27%
MJB
594
Mark J. Bradley
$3.04M -$61.6K -505 -2%
BAM
595
Baldrige Asset Management
Pennsylvania
$3.03M -$513K -4,203 -15%
SOAMC
596
Spirit of America Management Corp
New York
$3.02M +$427K +3,500 +17%
IP
597
Intellectus Partners
California
$2.99M -$46.6K -382 -2%
VI
598
Vestcor Inc
New Brunswick, Canada
$2.99M +$1.84M +15,098 +178%
DI
599
Diligent Investors
California
$2.98M -$71.5K -586 -2%
GIA
600
Gladstone Institutional Advisory
Florida
$2.97M +$2.33M +19,114 +443%