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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
726
RMR Wealth Builders
New Jersey
$546K -$238K -4,090 -33%
FNBSF
727
First National Bank Sioux Falls
South Dakota
$543K
TAM
728
Townsend Asset Management
North Carolina
$539K +$233 +4 +0%
CAN
729
Claraphi Advisory Network
United States
$536K -$2.21K -38 -0.5%
MP
730
McDonald Partners
Ohio
$535K +$480K +8,249 New
WA
731
WBH Advisory
Maryland
$534K -$88.6K -1,521 -16%
SB
732
Strategic Blueprint
Georgia
$531K +$109K +1,870 +30%
ACM
733
Alethea Capital Management
Washington
$525K
QPWM
734
Quadrant Private Wealth Management
Pennsylvania
$524K +$466 +8 +0.1%
LNC
735
Lincoln National Corp
Pennsylvania
$524K +$14.1K +242 +3%
SXL
736
Summit X LLC
Missouri
$523K +$470K +8,070 New
CP
737
Camelot Portfolios
Ohio
$522K
PAWC
738
P.A.W. Capital
Connecticut
$518K
GWSG
739
GPS Wealth Strategies Group
Colorado
$516K +$36K +619 +8%
MIM
740
Moseley Investment Management
Florida
$515K -$50K -859 -10%
WSTAM
741
Wilbanks Smith & Thomas Asset Management
Virginia
$515K -$29.9K -514 -6%
HTC
742
Haverford Trust Company
Pennsylvania
$515K
AUB
743
Atlantic Union Bankshares
Virginia
$512K +$55.6K +955 +14%
WAM
744
WNY Asset Management
New York
$512K +$463K +7,950 New
ACM
745
Ashford Capital Management
Delaware
$506K
B
746
BP
United Kingdom
$506K +$455K +7,806 New
CI Investments Inc
747
CI Investments Inc
Ontario, Canada
$502K -$657K -11,290 -59%
CRI
748
Colonial River Investments
Virginia
$502K +$413K +7,086 New
CCP
749
Corient Capital Partners
California
$501K +$27.8K +477 +7%
JG
750
Jefferies Group
New York
$501K -$776K -13,319 -63%