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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TA
751
Tectonic Advisors
Texas
$905K
ANRIA
752
American National Registered Investment Advisor
Texas
$903K
FFWA
753
FRG Family Wealth Advisors
Washington
$900K +$266 +3 +0%
SXL
754
Summit X LLC
Missouri
$898K +$8.88K +100 +1%
JWM
755
Jeppson Wealth Management
California
$892K -$47.1K -530 -5%
SCA
756
Sippican Capital Advisors
Massachusetts
$891K -$8.88K -100 -1%
BBHC
757
Brown Brothers Harriman & Co
New York
$889K -$228K -2,572 -22%
XT
758
XTX Topco
Cayman Islands
$883K +$808K +9,094 New
MRCM
759
M&R Capital Management
New Jersey
$880K -$29.3K -330 -4%
AR
760
Advisory Research
Illinois
$879K
Edgewood Management
761
Edgewood Management
Connecticut
$874K
DDPIC
762
Deroy & Devereaux Private Investment Counsel
Michigan
$873K -$153K -1,725 -16%
KeyBank National Association
763
KeyBank National Association
Ohio
$873K +$77.9K +877 +11%
MIM
764
Moseley Investment Management
Florida
$871K +$40.9K +460 +5%
CFG
765
Citizens Financial Group
Rhode Island
$866K +$792K +8,916 New
SS
766
Sunbelt Securities
Texas
$865K -$44.3K -499 -6%
SIA
767
Sit Investment Associates
Minnesota
$865K
EWA
768
EP Wealth Advisors
California
$864K +$790K +8,896 New
LFAS
769
Level Four Advisory Services
Texas
$862K -$13.9K -157 -2%
VCS
770
Vaughan & Co Securities
New Jersey
$860K
OCAM
771
Onex Canada Asset Management
Ontario, Canada
$855K -$6.54M -73,630 -89%
WA
772
WBH Advisory
Maryland
$852K -$34.3K -386 -5%
LI
773
Latash Investments
Alaska
$852K +$779K +8,774 New
RWB
774
RMR Wealth Builders
New Jersey
$851K -$68.5K -771 -8%
CAN
775
Claraphi Advisory Network
United States
$841K +$46.1K +519 +6%