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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
751
Chickasaw Capital Management
Tennessee
$2.22M +$59K +425 +3%
SRL
752
Scientech Research LLC
New Jersey
$2.21M +$472K +3,405 +31%
TFS
753
Thoroughbred Financial Services
Tennessee
$2.21M +$14.7K +106 +0.7%
STA
754
Summit Trail Advisors
New York
$2.2M +$39.5K +285 +2%
DWM
755
Diversify Wealth Management
Utah
$2.19M +$190K +1,366 +12%
VI
756
Vestcor Inc
New Brunswick, Canada
$2.18M
FRA
757
Frank Rimerman Advisors
California
$2.17M +$26.2K +189 +1%
LNWWM
758
Laird Norton Wetherby Wealth Management
California
$2.17M -$20.4K -147 -1%
IWM
759
IHT Wealth Management
Illinois
$2.16M +$711K +5,125 +57%
KeyBank National Association
760
KeyBank National Association
Ohio
$2.16M +$29K +209 +2%
ZCI
761
Zevenbergen Capital Investments
Washington
$2.16M +$32.6K +235 +2%
RAM
762
Redmond Asset Management
Virginia
$2.15M -$17.1K -123 -0.9%
VFA
763
Valeo Financial Advisors
Indiana
$2.15M +$235K +1,693 +14%
PAS
764
Park Avenue Securities
New York
$2.14M -$880K -6,340 -31%
FFA
765
Farther Finance Advisors
California
$2.14M +$609K +4,393 +46%
HCA
766
Harbor Capital Advisors
Illinois
$2.13M +$8.88K +64 +0.5%
HH
767
Hilltop Holdings
Texas
$2.13M +$237K +1,709 +14%
MPPW
768
Mitchell & Pahl Private Wealth
Oklahoma
$2.13M -$27.2K -196 -1%
AWM
769
Accel Wealth Management
Iowa
$2.12M -$46.5K -335 -2%
CWM
770
Congress Wealth Management
Massachusetts
$2.12M +$951K +6,852 +98%
CI
771
CAZ Investments
Texas
$2.11M
CIA
772
Choate Investment Advisors
Massachusetts
$2.11M +$204K +1,471 +12%
PMSA
773
Patrick M. Sweeney & Associates
Illinois
$2.11M -$10.4K -75 -0.5%
AAS
774
Ameritas Advisory Services
Nebraska
$2.08M -$368K -2,655 -16%
AWP
775
Accretive Wealth Partners
New Jersey
$2.06M -$44.8K -323 -2%