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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WKSWA
751
White Knight Strategic Wealth Advisors
New Jersey
$1.71M +$46.5K +381 +3%
BAM
752
Brave Asset Management
New Jersey
$1.7M
BAS
753
Brown Advisory Securities
Maryland
$1.7M -$912K -7,478 -36%
SWA
754
SFMG Wealth Advisors
Texas
$1.69M -$406K -3,325 -20%
MW
755
Marcum Wealth
Ohio
$1.69M +$43.1K +353 +3%
GWM
756
Geneos Wealth Management
Colorado
$1.68M -$1.95K -16 -0.1%
LWAC
757
Laurel Wealth Advisors (California)
California
$1.68M -$80.4K -659 -5%
NVIM
758
New Vernon Investment Management
Illinois
$1.68M
Acadian Asset Management
759
Acadian Asset Management
Massachusetts
$1.67M -$1.82M -14,904 -53%
VCM
760
Virtue Capital Management
Tennessee
$1.67M +$995K +8,158 +163%
MLA
761
My Legacy Advisors
Oregon
$1.66M +$1.6M +13,102 New
RWM
762
Ritholtz Wealth Management
New York
$1.66M +$5.61K +46 +0.4%
AWM
763
Accel Wealth Management
Iowa
$1.66M -$24.3K -199 -2%
RIG
764
Roosevelt Investment Group
New York
$1.65M
RFN
765
RDA Financial Network
Iowa
$1.64M +$8.54K +70 +0.5%
AT
766
Arden Trust
Delaware
$1.64M -$3.05K -25 -0.2%
MCM
767
Maryland Capital Management
Maryland
$1.62M +$163K +1,333 +12%
JIC
768
Joel Isaacson & Co
New York
$1.61M +$7.2K +59 +0.4%
FLPIM
769
F.L. Putnam Investment Management
Massachusetts
$1.6M +$968K +7,938 +169%
IAMOG
770
Investors Asset Management of Georgia
Georgia
$1.6M +$6.83K +56 +0.4%
CCMD
771
Cypress Capital Management (Delaware)
Delaware
$1.59M
BIM
772
Baldwin Investment Management
Pennsylvania
$1.59M -$177K -1,450 -10%
SWM
773
Silverlake Wealth Management
Vermont
$1.59M -$271K -2,221 -15%
SSWM
774
Sheets Smith Wealth Management
North Carolina
$1.58M -$4.15K -34 -0.3%
TRCT
775
Tower Research Capital (TRC)
New York
$1.56M +$236K +1,932 +19%