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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TNAM
701
Terra Nova Asset Management
New York
$2.16M -$11.7K -95 -0.5%
SC
702
Sierra Capital
Florida
$2.15M
HG
703
Herbst Group
Connecticut
$2.15M -$9.23K -75 -0.4%
CA
704
CGN Advisors
Kansas
$2.14M +$63.9K +519 +3%
SW
705
StrongBox Wealth
Missouri
$2.14M +$117K +954 +6%
Envestnet Portfolio Solutions
706
Envestnet Portfolio Solutions
Illinois
$2.13M -$270K -2,194 -11%
IFPG
707
Intrepid Financial Planning Group
Indiana
$2.12M -$138K -1,118 -6%
BIM
708
Baldwin Investment Management
Pennsylvania
$2.12M +$5.78K +47 +0.3%
TC
709
TownSquare Capital
Utah
$2.09M +$239K +1,946 +13%
CDH
710
Charles D. Hyman
$2.09M
VanEck Associates
711
VanEck Associates
New York
$2.08M +$151K +1,226 +8%
ACP
712
Aviance Capital Partners
Florida
$2.08M +$64.4K +523 +3%
BSAM
713
Blue Square Asset Management
New York
$2.07M -$615 -5 -0%
FNBSF
714
First National Bank Sioux Falls
South Dakota
$2.07M
PM
715
Penbrook Management
New York
$2.06M -$114K -923 -5%
JIC
716
Joel Isaacson & Co
New York
$2.05M +$6.15K +50 +0.3%
MPCA
717
Madison Park Capital Advisors
Washington
$2.05M +$2.09K +17 +0.1%
WKSWA
718
White Knight Strategic Wealth Advisors
New Jersey
$2.05M
IP
719
Intellectus Partners
California
$2.05M -$135K -1,096 -6%
IFWM
720
Institute for Wealth Management
Colorado
$2.04M -$21.3K -173 -1%
GA
721
GoalVest Advisory
New York
$2.03M -$98.4K -800 -5%
BFC
722
Blue Fin Capital
Rhode Island
$2.03M +$107K +872 +6%
WIM
723
WealthPlan Investment Management
Nebraska
$2.03M -$228K -1,853 -10%
SWP
724
Strategic Wealth Partners
Ohio
$2.02M -$3.23M -26,280 -62%
AAS
725
Ameritas Advisory Services
Nebraska
$2.01M -$55K -447 -3%