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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
FA
701
FDx Advisors
Illinois
$612K +$31.4K +539 +6%
SWMG
702
Strategic Wealth Management Group
Maryland
$609K +$4.48K +77 +0.8%
DAS
703
Dynamic Advisor Solutions
Arizona
$608K +$76.4K +1,312 +16%
IA
704
IndexIQ Advisors
New York
$606K +$545K +9,351 New
MJB
705
Mark J. Bradley
$605K +$544K +9,337 New
AC
706
Allstate Corporation
Illinois
$604K -$110K -1,886 -17%
TA
707
Tectonic Advisors
Texas
$604K +$542K +9,313 New
ANRIA
708
American National Registered Investment Advisor
Texas
$603K
SCA
709
Sippican Capital Advisors
Massachusetts
$601K -$12.5K -215 -2%
FFWA
710
FRG Family Wealth Advisors
Washington
$600K +$116 +2 +0%
GIA
711
Gateway Investment Advisers
Ohio
$600K +$539K +9,260 New
WWM
712
Western Wealth Management
Colorado
$597K -$45.7K -784 -8%
BSW
713
Buckingham Strategic Wealth
Missouri
$592K +$298K +5,116 +127%
VCS
714
Vaughan & Co Securities
New Jersey
$589K -$79.9K -1,372 -13%
SS
715
Simplicity Solutions
Minnesota
$587K +$152K +2,613 +41%
MPCG
716
Matrix Private Capital Group
New York
$586K +$110K +1,884 +26%
Edgewood Management
717
Edgewood Management
Connecticut
$583K
RMDI
718
R.M. Davis Inc
Maine
$582K -$28K -481 -5%
AF
719
Advisornet Financial
Minnesota
$577K -$35.6K -612 -6%
SIA
720
Sit Investment Associates
Minnesota
$577K
SS
721
Sunbelt Securities
Texas
$577K +$519K +8,910 New
HKAM
722
Horizon Kinetics Asset Management
New York
$565K -$11.6K -200 -2%
WEC
723
Winslow Evans & Crocker
Massachusetts
$553K +$176K +3,015 +55%
FCI
724
Financial Counselors Inc
Kansas
$552K -$175 -3 -0%
SAM
725
Secure Asset Management
Michigan
$547K +$6.11K +105 +1%