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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
601
J.W. Cole Advisors
Florida
$2.93M -$149K -1,377 -6%
WP
602
WealthPLAN Partners
Nebraska
$2.93M +$70.8K +654 +3%
RCG
603
Resource Consulting Group
Florida
$2.92M +$48.1K +445 +2%
MSK
604
Melissa S. Kampmann
$2.87M +$33K +305 +1%
BSW
605
Buckingham Strategic Wealth
Missouri
$2.85M +$58K +536 +3%
Credit Agricole
606
Credit Agricole
France
$2.84M +$1.04M +9,579 +79%
RA
607
RiverPark Advisors
New York
$2.81M -$267K -2,467 -10%
AG
608
AIA Group
Hong Kong
$2.8M
EWA
609
EP Wealth Advisors
California
$2.8M +$91.2K +843 +4%
AGA
610
Accuvest Global Advisors
Utah
$2.79M -$195K -1,798 -8%
USAA
611
United Services Automobile Association
Texas
$2.77M +$251K +2,322 +12%
EAM
612
EULAV Asset Management
Florida
$2.75M -$3.68M -33,985 -62%
TNA
613
True North Advisors
Texas
$2.75M -$97.8K -904 -4%
WIM
614
Westside Investment Management
California
$2.74M -$280K -2,590 -11%
HNB
615
Huntington National Bank
Ohio
$2.73M +$2.16K +20 +0.1%
PA
616
Parallel Advisors
California
$2.72M -$127K -1,174 -5%
Envestnet Portfolio Solutions
617
Envestnet Portfolio Solutions
Illinois
$2.72M +$15.1K +140 +0.7%
VIM
618
Vinva Investment Management
Australia
$2.71M +$141K +1,306 +7%
MFIM
619
Mesirow Financial Investment Management
Illinois
$2.7M +$2.23M +20,621 New
AW
620
Alaethes Wealth
Nevada
$2.69M -$27.7K -256 -1%
WAP
621
Wealthcare Advisory Partners
Pennsylvania
$2.69M +$540K +4,989 +32%
CWP
622
Cyndeo Wealth Partners
Florida
$2.69M -$36.4K -336 -2%
GP
623
Girard Partners
Pennsylvania
$2.69M -$210K -1,941 -9%
NWM
624
Northcape Wealth Management
New York
$2.64M -$29.1K -269 -1%
AWA
625
Arete Wealth Advisors
Illinois
$2.63M -$15.5K -143 -0.7%