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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Segment Wealth Management
Texas
$494K -$49.7K -899 -8%
FANJ
627
Financial Architects (New Jersey)
New Jersey
$492K -$20.1K -364 -3%
ACM
628
Ashford Capital Management
Delaware
$492K
Chevy Chase Trust
629
Chevy Chase Trust
Maryland
$492K +$13.6K +245 +2%
AR
630
Advisory Research
Illinois
$491K -$65.8K -1,190 -10%
CI
631
Capital International
California
$490K -$174K -3,148 -23%
WA
632
WBH Advisory
Maryland
$489K -$4.87K -88 -0.8%
MAM
633
Mark Asset Management
New York
$487K -$20.1K -364 -3%
BF
634
BOK Financial
Oklahoma
$485K -$334K -6,046 -36%
SCA
635
Sippican Capital Advisors
Massachusetts
$483K -$13.8K -250 -2%
AF
636
Advisornet Financial
Minnesota
$481K -$137K -2,482 -19%
CAM
637
Cresset Asset Management
Illinois
$481K -$68.1K -1,232 -10%
SM
638
Southport Management
Wyoming
$478K -$608K -11,000 -51%
PCC
639
Park Circle Company
Maryland
$478K +$27.7K +500 +5%
CI Investments Inc
640
CI Investments Inc
Ontario, Canada
$477K -$160K -2,886 -22%
PC
641
PA Capital
Virginia
$477K +$301K +5,441 +108%
1W
642
1776 Wealth
Georgia
$473K +$304K +5,500 +112%
MIAN
643
Mariner Independent Advisor Network
Kansas
$466K -$1.38M -24,946 -69%
WP
644
WMS Partners
Maryland
$466K +$565K +10,217 New
EPA
645
Element Pointe Advisors
Florida
$465K +$13.6K +245 +2%
JIP
646
Jaffetilchin Investment Partners
Florida
$463K -$54.4K -983 -9%
AWM
647
AE Wealth Management
Kansas
$461K +$153K +2,758 +37%
JWBC
648
J.W. Burns & Co
New York
$459K -$2.77K -50 -0.5%
TCPWM
649
Traverso Chambers Private Wealth Management
California
$459K +$15.3K +277 +3%
FAT
650
First American Trust
California
$458K -$11.1K -200 -2%