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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SF
651
Synovus Financial
Georgia
$719K -$17.1K -293 -3%
SC
652
Sepio Capital
Utah
$719K
BHWM
653
Bar Harbor Wealth Management
New Hampshire
$717K +$107K +1,835 +20%
AAM
654
AR Asset Management
California
$713K
Fiera Capital (Canada)
655
Fiera Capital (Canada)
Quebec, Canada
$709K
FMBTD
656
First Midwest Bank Trust Division
Illinois
$708K -$175K -3,005 -22%
PTC
657
Private Trust Company
Ohio
$708K +$3.14K +54 +0.5%
LCC
658
Lincoln Capital Corp
Rhode Island
$705K +$7.98K +137 +1%
MAA
659
Mraz Amerine & Associates
California
$704K -$26.8K -460 -4%
CGA
660
Crescent Grove Advisors
Illinois
$703K
BF
661
BOK Financial
Oklahoma
$702K -$83.1K -1,427 -12%
AR
662
Advisory Research
Illinois
$699K
PAI
663
Pittenger & Anderson Inc
Nebraska
$699K
SFS
664
Sowell Financial Services
Arkansas
$696K +$4.83K +83 +0.8%
Prudential Financial
665
Prudential Financial
New Jersey
$694K -$60K -1,030 -9%
WG
666
Welch Group
Alabama
$691K +$160K +2,753 +35%
VFA
667
Valeo Financial Advisors
Indiana
$689K +$22.4K +385 +4%
TPWA
668
TRUE Private Wealth Advisors
Oregon
$684K -$6.75K -116 -1%
PCC
669
Park Circle Company
Maryland
$681K
SM
670
Southport Management
Wyoming
$681K
OAM
671
Optimal Asset Management
California
$679K -$582 -10 -0.1%
VVP
672
Venture Visionary Partners
Ohio
$679K +$169K +2,907 +38%
FHC
673
First Heartland Consultants
Missouri
$678K -$99.3K -1,706 -14%
ISWM
674
Independent Solutions Wealth Management
New York
$677K +$319K +5,478 +110%
VF
675
Virtu Financial
New York
$675K +$606K +10,415 New