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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
601
Western Wealth Management
Colorado
$585K +$17.7K +341 +3%
SC
602
Sepio Capital
Utah
$582K
ACS
603
Archford Capital Strategies
Illinois
$580K +$306K +5,899 +132%
BBVA
604
Banco Bilbao Vizcaya Argentaria
Spain
$575K +$534K +10,293 New
FAT
605
First American Trust
California
$574K +$10.4K +200 +2%
SF
606
Synovus Financial
Georgia
$574K +$29.8K +574 +6%
GG
607
Gofen & Glossberg
Illinois
$572K -$52.9K -1,019 -9%
QP
608
Quilter Plc
United Kingdom
$567K +$527K +10,155 New
JWBC
609
J.W. Burns & Co
New York
$566K -$68.8K -1,327 -12%
VWM
610
Valley Wealth Managers
New Jersey
$566K -$20.8K -400 -4%
CP
611
Camelot Portfolios
Ohio
$560K -$23.7K -457 -4%
DZ Bank
612
DZ Bank
Germany
$560K
GCM
613
Gunderson Capital Management
South Carolina
$560K +$200K +3,861 +63%
SLAM
614
Swiss Life Asset Management
$559K +$518K +9,992 New
SRCM
615
Swift Run Capital Management
Virginia
$559K -$208K -4,000 -29%
APCM
616
Arbiter Partners Capital Management
New York
$559K
CFB
617
Cullen/Frost Bankers
Texas
$559K
PCC
618
Park Circle Company
Maryland
$559K
EPA
619
Element Pointe Advisors
Florida
$558K
HCM
620
Hollencrest Capital Management
California
$554K +$19K +366 +4%
AWA
621
Acorn Wealth Advisors
Michigan
$552K -$6.9K -133 -1%
TCPWM
622
Traverso Chambers Private Wealth Management
California
$548K -$27.5K -530 -5%
SCCM
623
Schafer Cullen Capital Management
New York
$545K
MWA
624
Meridian Wealth Advisors
Texas
$545K +$15.6K +300 +3%
CAN
625
Claraphi Advisory Network
United States
$542K -$5.19K -100 -1%