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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
751
Patrick M. Sweeney & Associates
Illinois
$1.79M +$1.48M +13,640 New
MPCG
752
Matrix Private Capital Group
New York
$1.78M -$4.65K -43 -0.3%
BMCM
753
Bryn Mawr Capital Management
Pennsylvania
$1.78M +$112K +1,036 +8%
TC
754
TownSquare Capital
Utah
$1.77M -$671K -6,206 -31%
UB
755
UMB Bank
Missouri
$1.77M -$65.5K -605 -4%
LNWWM
756
Laird Norton Wetherby Wealth Management
California
$1.77M +$766K +7,079 +110%
AWP
757
Accretive Wealth Partners
New Jersey
$1.76M -$3.03K -28 -0.2%
JFG
758
Jefferies Financial Group
New York
$1.76M +$569K +5,260 +64%
SWM
759
SeaCrest Wealth Management
New York
$1.76M -$161K -1,488 -9%
CIA
760
Choate Investment Advisors
Massachusetts
$1.75M -$1.15M -10,638 -44%
KA
761
Klingman & Associates
New York
$1.75M -$45.4K -420 -3%
CSPIA
762
Cary Street Partners Investment Advisory
Virginia
$1.74M +$346K +3,198 +32%
LTAS
763
Linden Thomas Advisory Services
North Carolina
$1.74M +$132K +1,217 +10%
DCM
764
Dimension Capital Management
Florida
$1.74M +$1.43M +13,255 New
NVIM
765
New Vernon Investment Management
Illinois
$1.73M
KWA
766
Kingswood Wealth Advisors
California
$1.73M +$1.2M +11,110 +536%
FDS
767
First Dallas Securities
Texas
$1.72M +$1.42M +13,165 New
D.E. Shaw & Co
768
D.E. Shaw & Co
New York
$1.72M +$1.13M +10,418 +380%
TCPWM
769
Traverso Chambers Private Wealth Management
California
$1.72M -$7.14K -66 -0.5%
CGA
770
Crescent Grove Advisors
Illinois
$1.71M -$77.4K -715 -5%
CCM
771
Chickasaw Capital Management
Tennessee
$1.71M +$217K +2,005 +18%
PTC
772
Private Trust Company
Ohio
$1.71M +$277K +2,560 +24%
AC
773
AlphaCore Capital
California
$1.71M +$1.21M +11,147 +585%
FUBT
774
First United Bank & Trust
Maryland
$1.7M +$33K +305 +2%
LMKC
775
L.M. Kohn & Company
Ohio
$1.69M +$188K +1,735 +16%