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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TI
601
Tidal Investments
Wisconsin
$5M +$649K +3,789 +15%
RFC
602
Regions Financial Corp
Alabama
$4.98M +$414K +2,416 +9%
IAIM
603
International Assets Investment Management
Florida
$4.98M +$17.1K +100 +0.3%
HIP
604
HUB Investment Partners
Texas
$4.95M +$1.43M +8,358 +41%
CW
605
CreativeOne Wealth
Kansas
$4.94M +$518K +3,021 +12%
SWM
606
Spire Wealth Management
Virginia
$4.92M +$60.3K +352 +1%
RCA
607
Ranch Capital Advisors
Florida
$4.92M +$146K +850 +3%
BBHC
608
Brown Brothers Harriman & Co
New York
$4.85M +$249K +1,453 +5%
AAP
609
Arax Advisory Partners
Colorado
$4.84M +$1.1M +6,427 +29%
DLCIG
610
D.L. Carlson Investment Group
New Hampshire
$4.83M +$1.21M +7,046 +33%
GVAG
611
Great Valley Advisor Group
Delaware
$4.81M +$30.2K +176 +0.6%
GBWM
612
Granite Bay Wealth Management
New Hampshire
$4.81M +$4.82M +28,157 New
Vontobel Holding
613
Vontobel Holding
Switzerland
$4.8M -$147K -860 -3%
RG
614
Rathbones Group
United Kingdom
$4.77M -$184K -1,076 -4%
SFI
615
Siemens Fonds Invest
Germany
$4.74M -$182K -1,061 -4%
BLC
616
Brown, Lisle/Cummings
Rhode Island
$4.72M +$219K +1,280 +5%
BFS
617
Bard Financial Services
Connecticut
$4.72M -$77.1K -450 -2%
TMAM
618
Tokio Marine Asset Management
Japan
$4.69M +$173K +1,009 +4%
JIC
619
Joel Isaacson & Co
New York
$4.69M +$715K +4,176 +18%
RPCONE
620
Retirement Planning Company of New England
Rhode Island
$4.68M -$155K -904 -3%
TIAA Trust, National Association
621
TIAA Trust, National Association
North Carolina
$4.63M -$68K -397 -1%
WAOTB
622
Wealth Advisors of Tampa Bay
Florida
$4.63M +$1.42M +8,265 +44%
SCM
623
Soros Capital Management
New York
$4.63M +$4.64M +27,100 New
CF
624
Centaurus Financial
California
$4.62M +$5.83K +34 +0.1%
RWS
625
Resolute Wealth Strategies
Mississippi
$4.62M -$26.7K -156 -0.6%