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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
676
Schechter Investment Advisors
Michigan
$1.5M +$79.3K +819 +5%
MPPW
677
Mitchell & Pahl Private Wealth
Oklahoma
$1.49M -$59.8K -617 -3%
GDP
678
Great Diamond Partners
Maine
$1.48M -$1.37M -14,149 -44%
CI Investments Inc
679
CI Investments Inc
Ontario, Canada
$1.48M +$52.5K +542 +3%
AWA
680
Arete Wealth Advisors
Illinois
$1.47M +$729K +7,532 +75%
CGA
681
Crescent Grove Advisors
Illinois
$1.46M +$105K +1,080 +7%
STA
682
Summit Trail Advisors
New York
$1.46M -$190K -1,966 -10%
IFWM
683
Institute for Wealth Management
Colorado
$1.45M
PP
684
PDT Partners
New York
$1.45M -$1.99M -20,580 -54%
BTWM
685
Baker Tilly Wealth Management
Wisconsin
$1.45M -$73.3K -757 -4%
AP
686
Appleton Partners
Massachusetts
$1.45M +$50.6K +522 +3%
PTP
687
Platform Technology Partners
New York
$1.44M +$76.4K +789 +5%
IA
688
Insight Advisors
Pennsylvania
$1.43M -$36.3K -375 -2%
HW
689
Hedeker Wealth
Illinois
$1.43M +$1.65M +17,088 New
TI
690
Tidal Investments
Wisconsin
$1.42M +$144K +1,487 +10%
SPFA
691
Summit Place Financial Advisors
New Jersey
$1.42M +$9.69K +100 +0.6%
ACM
692
Aquatic Capital Management
Illinois
$1.42M -$261K -2,700 -14%
MA
693
MONECO Advisors
Connecticut
$1.4M +$10.5K +108 +0.7%
YAVAPFMC
694
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.39M
EIP
695
Easterly Investment Partners
Massachusetts
$1.39M +$194 +2 +0%
CH
696
Canton Hathaway
Rhode Island
$1.39M
SFP
697
Sandbox Financial Partners
Maryland
$1.38M +$37.8K +390 +2%
UWM
698
Udine Wealth Management
Florida
$1.38M +$304K +3,140 +24%
PFA
699
Peak Financial Advisors
Colorado
$1.37M +$1.04M +10,747 +190%
FNBSF
700
First National Bank Sioux Falls
South Dakota
$1.36M +$88.6K +915 +6%