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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
651
Douglass Winthrop Advisors
New York
$910K +$45.8K +663 +6%
VCA
652
Verdence Capital Advisors
Maryland
$906K +$5.52K +80 +0.7%
SFS
653
Sowell Financial Services
Arkansas
$904K -$35.1K -509 -5%
DCM
654
Dimension Capital Management
Florida
$903K -$11.9K -172 -1%
ORI
655
Oak Ridge Investments
Illinois
$902K
FFN
656
Focus Financial Network
Minnesota
$901K +$468K +6,777 +128%
FPS
657
Fieldpoint Private Securities
Connecticut
$898K +$13.8K +200 +2%
CSA
658
Cottage Street Advisors
Massachusetts
$894K -$4.16M -60,232 -83%
PTC
659
Private Trust Company
Ohio
$885K +$66.4K +962 +9%
Acadian Asset Management
660
Acadian Asset Management
Massachusetts
$884K +$557K +8,074 +213%
WP
661
WMS Partners
Maryland
$881K -$12.1K -175 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
662
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$879K
IWM
663
IHT Wealth Management
Illinois
$876K -$30.4K -440 -4%
BBHC
664
Brown Brothers Harriman & Co
New York
$874K -$197K -2,849 -20%
SMC
665
Smith, Moore & Co
Missouri
$874K
DM
666
Delphi Management
Massachusetts
$861K +$798K +11,554 New
KFS
667
Kaizen Financial Strategies
California
$853K -$588K -8,519 -43%
KF
668
Krilogy Financial
Missouri
$851K +$22.4K +325 +3%
MCM
669
Maryland Capital Management
Maryland
$850K -$13.8K -200 -2%
CWM
670
Centric Wealth Management
Illinois
$850K +$5.52K +80 +0.7%
TCPWM
671
Traverso Chambers Private Wealth Management
California
$850K +$14.3K +207 +2%
FBC
672
Fairfield, Bush & Co
Connecticut
$842K
HI
673
Harbour Investments
Wisconsin
$841K +$779K +11,281 New
UFA
674
US Financial Advisors
Massachusetts
$834K
WWM
675
Western Wealth Management
Colorado
$834K +$137K +1,983 +22%