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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
701
Kingsview Wealth Management
Oregon
$3.52M -$19.7K -115 -0.6%
MAS
702
Meeder Advisory Services
Ohio
$3.52M +$80.2K +468 +2%
PMG
703
Private Management Group
California
$3.49M +$3.5M +20,441 New
ISWM
704
Independent Solutions Wealth Management
New York
$3.47M +$148K +865 +4%
BFC
705
Blue Fin Capital
Rhode Island
$3.44M -$6.17K -36 -0.2%
KF
706
Krilogy Financial
Missouri
$3.42M +$235K +1,369 +6%
S
707
Steadtrust
Texas
$3.42M
AG
708
Ascent Group
Virginia
$3.42M +$1.25M +7,291 +57%
SCA
709
St. Clair Advisors
Ohio
$3.41M +$12.8K +75 +0.4%
OPW
710
Osprey Private Wealth
New York
$3.41M +$781K +4,560 +30%
BTD
711
BankPlus Trust Department
Mississippi
$3.41M +$87.4K +510 +3%
MSA
712
MUFG Securities Americas
New York
$3.4M +$635K +3,706 +23%
AW
713
Alaethes Wealth
Nevada
$3.37M -$115K -673 -3%
LOAMS
714
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.37M -$171K -1,000 -5%
Squarepoint
715
Squarepoint
New York
$3.36M -$114M -665,770 -97%
MA
716
Montag & Associates
Georgia
$3.34M +$157K +919 +5%
SIAP
717
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.34M +$171 +1 +0%
RCA
718
Runnymede Capital Advisors
Ohio
$3.33M
MWM
719
Modera Wealth Management
New Jersey
$3.32M +$43.2K +252 +1%
BA
720
Ballast Advisors
Minnesota
$3.32M +$53.8K +314 +2%
GAM
721
Grandview Asset Management
Pennsylvania
$3.3M +$618K +3,607 +23%
KRSITF
722
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.29M -$62.7K -366 -2%
NFG
723
Nations Financial Group
Iowa
$3.28M -$304K -1,772 -8%
HWAM
724
Hennion & Walsh Asset Management
New Jersey
$3.27M -$106K -621 -3%
EG
725
Ellerson Group
Maryland
$3.26M -$67.7K -395 -2%