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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
626
IHT Wealth Management
Illinois
$791K +$23.8K +409 +3%
ORI
627
Oak Ridge Investments
Illinois
$785K -$46K -790 -6%
SBIA
628
Sheaff Brock Investment Advisors
Indiana
$785K +$27.2K +467 +4%
Chevy Chase Trust
629
Chevy Chase Trust
Maryland
$784K +$75.9K +1,304 +12%
MRCM
630
M&R Capital Management
New Jersey
$783K -$4.66K -80 -0.7%
VCA
631
Verdence Capital Advisors
Maryland
$783K +$35.4K +608 +5%
PWM
632
Palumbo Wealth Management
New York
$779K +$700K +12,023 New
WP
633
WMS Partners
Maryland
$778K
Fisher Asset Management
634
Fisher Asset Management
Washington
$777K +$698K +11,985 New
FPS
635
Fieldpoint Private Securities
Connecticut
$768K +$15.7K +270 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
636
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$765K -$10.1K -174 -1%
SMC
637
Smith, Moore & Co
Missouri
$760K
HT
638
HAP Trading
New York
$755K +$678K +11,647 New
MCM
639
Maryland Capital Management
Maryland
$752K
DWA
640
Douglass Winthrop Advisors
New York
$749K +$139K +2,387 +26%
CWM
641
Centric Wealth Management
Illinois
$734K +$299K +5,129 +83%
BBVA
642
Banco Bilbao Vizcaya Argentaria
Spain
$733K -$33.6K -577 -5%
FBC
643
Fairfield, Bush & Co
Connecticut
$732K
GWCM
644
Godshalk Welsh Capital Management
Pennsylvania
$731K +$72.8K +1,250 +12%
MYLI
645
Meiji Yasuda Life Insurance
Japan
$730K -$75.3K -1,294 -10%
TCPWM
646
Traverso Chambers Private Wealth Management
California
$725K -$3.84K -66 -0.6%
UFA
647
US Financial Advisors
Massachusetts
$725K +$651K +11,187 New
HIM
648
HawsGoodwin Investment Management
Tennessee
$725K +$651K +11,188 New
SWM
649
Segment Wealth Management
Texas
$724K +$20K +344 +3%
KF
650
Krilogy Financial
Missouri
$719K -$21.4K -368 -3%