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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
701
O'Shaughnessy Asset Management
Connecticut
$454K +$398K +7,553 +1,624%
BP
702
Ballentine Partners
Massachusetts
$453K -$232K -4,400 -35%
PAWC
703
P.A.W. Capital
Connecticut
$453K
CSIC
704
Clifford Swan Investment Counsel
California
$452K -$58.7K -1,115 -12%
WSTAM
705
Wilbanks Smith & Thomas Asset Management
Virginia
$451K -$8.32K -158 -2%
CAMG
706
CWA Asset Management Group
Florida
$451K +$29.3K +556 +8%
WG
707
Welch Group
Alabama
$448K
AC
708
Avestar Capital
New York
$446K -$32.3K -614 -7%
LNC
709
Lincoln National Corp
Pennsylvania
$446K +$41.8K +795 +11%
QPWM
710
Quadrant Private Wealth Management
Pennsylvania
$443K +$137K +2,602 +50%
ALAM
711
Asahi Life Asset Management
Japan
$442K +$411K +7,800 New
WEC
712
Winslow Evans & Crocker
Massachusetts
$441K -$53 -1 -0%
FFS
713
Founders Financial Securities
Maryland
$436K +$114K +2,174 +39%
Vanguard Capital Wealth Advisors
714
Vanguard Capital Wealth Advisors
Colorado
$436K +$405K +7,700 New
KeyBank National Association
715
KeyBank National Association
Ohio
$432K -$36.8K -700 -8%
CCP
716
Corient Capital Partners
California
$432K -$7.37K -140 -2%
JIP
717
Jaffetilchin Investment Partners
Florida
$431K -$134K -2,555 -25%
SO
718
STRS Ohio
Ohio
$431K +$401K +7,613 New
SLAM
719
Swiss Life Asset Management
$427K -$662K -12,575 -63%
FPGK
720
Financial Partners Group (Kansas)
Kansas
$425K +$46.7K +887 +13%
AUB
721
Atlantic Union Bankshares
Virginia
$422K -$1.32K -25 -0.3%
SFFS
722
Stonehage Fleming Financial Services
Jersey
$422K +$40.2K +763 +11%
SSWM
723
Sheets Smith Wealth Management
North Carolina
$419K +$52.6K +1,000 +16%
NL
724
NWAM LLC
Washington
$418K +$388K +7,372 New
WAP
725
Wealthcare Advisory Partners
Pennsylvania
$413K +$166K +3,156 +76%