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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
676
Morse Asset Management
Connecticut
$1.73M +$67K +620 +3%
UH
677
Unigestion Holding
Switzerland
$1.73M +$292K +2,704 +17%
XSC
678
X-Square Capital
Puerto Rico
$1.73M -$12.2K -113 -0.6%
AAS
679
Ameritas Advisory Services
Nebraska
$1.73M +$341K +3,154 +20%
MOS
680
MGO One Seven
Ohio
$1.73M +$48.5K +449 +2%
HCMT
681
Highland Capital Management (Tennessee)
Tennessee
$1.72M +$227K +2,100 +13%
KWMG
682
King Wealth Management Group
Florida
$1.71M +$540 +5 +0%
RA
683
RFG Advisory
Alabama
$1.7M +$1.11M +10,247 +156%
SAM
684
Strategy Asset Managers
California
$1.7M -$125K -1,155 -6%
Natixis Advisors
685
Natixis Advisors
Massachusetts
$1.69M +$83K +769 +4%
MPPW
686
Mitchell & Pahl Private Wealth
Oklahoma
$1.69M -$47.3K -438 -2%
VAS
687
Vestmark Advisory Solutions
Massachusetts
$1.68M +$15.1K +140 +0.8%
AWM
688
Avitas Wealth Management
California
$1.68M +$29.3K +271 +1%
CDH
689
Charles D. Hyman
$1.68M
RFC
690
Regions Financial Corp
Alabama
$1.66M -$44.6K -413 -2%
BTWM
691
Baker Tilly Wealth Management
Wisconsin
$1.65M -$182K -1,689 -9%
SW
692
SVB Wealth
Massachusetts
$1.64M -$714K -6,609 -27%
CA
693
Clearstead Advisors
Ohio
$1.6M +$148K +1,373 +8%
GL
694
Graypoint LLC
New York
$1.59M +$1.88M +17,449 New
BSW
695
Buckingham Strategic Wealth
Missouri
$1.58M +$110K +1,023 +6%
IFWM
696
Institute for Wealth Management
Colorado
$1.58M -$29.1K -269 -2%
XS
697
XR Securities
Illinois
$1.57M +$1.85M +17,169 New
CA
698
Cullinan Associates
Kentucky
$1.56M +$886K +8,200 +92%
CI Investments Inc
699
CI Investments Inc
Ontario, Canada
$1.56M -$733K -6,790 -28%
SIA
700
Schechter Investment Advisors
Michigan
$1.56M +$301K +2,791 +19%