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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CG
676
Castellan Group
Kentucky
$2.3M +$24K +180 +1%
WWM
677
Western Wealth Management
Colorado
$2.3M +$2.37M +17,762 New
BAM
678
Belpointe Asset Management
Nevada
$2.3M -$27.7K -208 -1%
HNB
679
Huntington National Bank
Ohio
$2.28M -$584K -4,378 -20%
Squarepoint
680
Squarepoint
New York
$2.28M -$5.09M -38,203 -68%
IFWM
681
Institute for Wealth Management
Colorado
$2.27M -$400 -3 -0%
KFS
682
Kaizen Financial Strategies
California
$2.26M +$203K +1,523 +10%
FA
683
FDx Advisors
Illinois
$2.26M +$1.26M +9,441 +118%
CCC
684
Crescent Capital Consulting
Louisiana
$2.25M +$1.33K +10 +0.1%
MOS
685
MGO One Seven
Ohio
$2.24M +$1.35M +10,124 +141%
EGA
686
E&G Advisors
Texas
$2.23M -$40K -300 -2%
MA
687
MONECO Advisors
Connecticut
$2.22M +$111K +832 +5%
MFS
688
Mirabella Financial Services
United Kingdom
$2.22M +$1.18M +8,858 +107%
PSUF
689
People's United Financial
Connecticut
$2.19M +$201K +1,509 +10%
SWA
690
SFMG Wealth Advisors
Texas
$2.15M -$175K -1,313 -7%
EIP
691
Easterly Investment Partners
Massachusetts
$2.14M -$398K -2,982 -15%
CH
692
Canton Hathaway
Rhode Island
$2.14M
LOAMS
693
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.12M +$2.19M +16,415 New
CGA
694
Crescent Grove Advisors
Illinois
$2.12M +$737K +5,529 +51%
YAVAPFMC
695
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.12M
TBA
696
Tower Bridge Advisors
Pennsylvania
$2.1M -$6.67K -50 -0.3%
1W
697
1776 Wealth
Georgia
$2.1M +$193K +1,450 +10%
BSW
698
Buckingham Strategic Wealth
Missouri
$2.09M -$123K -921 -5%
HCMT
699
Highland Capital Management (Tennessee)
Tennessee
$2.04M +$191K +1,433 +10%
EAM
700
Eagle Asset Management
Florida
$2.03M +$2.1M +15,780 New