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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Claro Advisors
Massachusetts
$674K +$6.35K +109 +1%
PTP
677
Platform Technology Partners
New York
$673K +$605K +10,383 New
LIG
678
Lokken Investment Group
Delaware
$673K +$605K +10,385 New
PHS
679
Pekin Hardy Strauss
Illinois
$667K +$155K +2,655 +35%
LFAS
680
Level Four Advisory Services
Texas
$666K +$5.12K +88 +0.9%
CFG
681
Cooper Financial Group
California
$666K +$174K +2,987 +41%
LS
682
Livforsakringsbolaget Skandia
Sweden
$661K +$186K +3,200 +46%
BCA
683
Bay Colony Advisors
Massachusetts
$660K -$23.9K -411 -4%
CWP
684
Curated Wealth Partners
California
$655K +$589K +10,107 New
SPC
685
Sigma Planning Corp
Michigan
$654K -$17.7K -304 -3%
JWBC
686
J.W. Burns & Co
New York
$653K
CAM
687
Cresset Asset Management
Illinois
$652K -$8.56K -147 -1%
FFS
688
Founders Financial Securities
Maryland
$650K +$73.9K +1,269 +14%
NA
689
NewEdge Advisors
Louisiana
$648K -$42.6K -732 -7%
APCM
690
Arbiter Partners Capital Management
New York
$648K
DLHL
691
Donald L. Hagan LLC
Florida
$648K
CCM
692
Chickasaw Capital Management
Tennessee
$648K +$59.1K +1,015 +11%
CRC
693
Curi RMB Capital
Illinois
$636K +$571K +9,807 New
IWC
694
Integrated Wealth Concepts
Massachusetts
$632K +$7.92K +136 +1%
QP
695
Quilter Plc
United Kingdom
$631K -$22.7K -389 -4%
JWM
696
Jeppson Wealth Management
California
$631K +$4.37K +75 +0.8%
Nomura Holdings
697
Nomura Holdings
Japan
$626K +$562K +9,650 New
SIC
698
Samalin Investment Counsel
New York
$619K +$4.83K +83 +0.9%
LBC
699
Lowe Brockenbrough & Co
Virginia
$613K -$27.3K -468 -5%
AAM
700
Ameraudi Asset Management
New York
$612K