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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
751
Bryn Mawr Capital Management
Pennsylvania
$1.17M
WW
752
Waterfront Wealth
Kansas
$1.17M
SWM
753
Segment Wealth Management
Texas
$1.15M -$30.2K -350 -3%
VWMG
754
Virginia Wealth Management Group
Virginia
$1.15M -$86 -1 -0%
FHB
755
First Hawaiian Bank
Hawaii
$1.14M -$7.95K -92 -0.7%
RWB
756
RMR Wealth Builders
New Jersey
$1.14M +$2.07K +24 +0.2%
BIM
757
Baldwin Investment Management
Pennsylvania
$1.14M -$29.4K -340 -3%
MGIA
758
Moneta Group Investment Advisors
Missouri
$1.13M +$100K +1,163 +11%
MFG
759
Magnus Financial Group
New York
$1.13M +$80.4K +931 +8%
WKWM
760
Walter & Keenan Wealth Management
Indiana
$1.13M +$33.7K +390 +3%
PVI
761
Pine Valley Investments
New Jersey
$1.13M +$1.05M +12,163 New
DAC
762
Dividend Assets Capital
South Carolina
$1.13M
ZF
763
Zhang Financial
Michigan
$1.12M -$95.5K -1,106 -8%
NYLIM
764
New York Life Investment Management
New York
$1.11M -$46.9K -543 -4%
WF
765
Welch & Forbes
Massachusetts
$1.11M
Connor, Clark & Lunn Investment Management (CC&L)
766
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.11M +$1.03M +11,957 New
MW
767
Marcum Wealth
Ohio
$1.1M +$20.1K +233 +2%
VCA
768
Verdence Capital Advisors
Maryland
$1.1M +$45.4K +525 +5%
RFN
769
RDA Financial Network
Iowa
$1.09M -$4.75K -55 -0.5%
WA
770
Wambolt & Associates
Colorado
$1.09M +$51.1K +591 +5%
HVIA
771
Hudson Valley Investment Advisors
New York
$1.08M -$33.8K -391 -3%
SFS
772
Sowell Financial Services
Arkansas
$1.08M +$2.42K +28 +0.2%
CD
773
Chapin Davis
Maryland
$1.08M -$151K -1,749 -13%
TPCW
774
TD Private Client Wealth
New York
$1.08M +$1.12K +13 +0.1%
BCV
775
Banque Cantonale Vaudoise
Switzerland
$1.07M -$371K -4,300 -27%