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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
FC
776
Forte Capital
New York
$340K +$316K +6,000 New
SCM
777
Sterneck Capital Management
Missouri
$339K -$26.3K -500 -8%
OMC
778
Overbrook Management Corp
New York
$339K
BHWM
779
Bar Harbor Wealth Management
New Hampshire
$338K +$314K +5,961 New
LA
780
LVW Advisors
New York
$337K -$18.1K -344 -5%
MC
781
Mathes Company
New York
$337K +$263 +5 +0.1%
ACM
782
Azimuth Capital Management
Michigan
$336K +$312K +5,935 New
KTC
783
Kistler-Tiffany Companies
Pennsylvania
$335K +$40K +760 +15%
GVAG
784
Great Valley Advisor Group
Delaware
$326K +$579 +11 +0.2%
JFA
785
Johanson Financial Advisors
California
$325K +$9.53K +181 +3%
CFG
786
Cooper Financial Group
California
$324K +$32.1K +609 +12%
RWA
787
Ropes Wealth Advisors
Massachusetts
$324K +$54.6K +1,037 +22%
TA
788
Tiedemann Advisors
New York
$323K +$15.9K +302 +6%
NP
789
NorthRock Partners
Minnesota
$321K +$1.05K +20 +0.4%
BC
790
Barnett & Company
Tennessee
$319K -$835K -15,859 -74%
MHIC
791
Marble Harbor Investment Counsel
Massachusetts
$317K
PFGIA
792
Patriot Financial Group Insurance Agency
Massachusetts
$317K +$105 +2 +0%
NFG
793
Nadler Financial Group
Illinois
$316K +$46.6K +885 +19%
ECM
794
Evergreen Capital Management
Washington
$312K +$1.21K +23 +0.4%
TI
795
tru Independence
Oregon
$311K +$289K +5,500 New
Cerity Partners
796
Cerity Partners
New York
$310K -$11.1K -210 -4%
PIA
797
Powell Investment Advisors
Florida
$307K
FWM
798
Frontier Wealth Management
Missouri
$303K -$42.1K -800 -13%
BB
799
Busey Bank
Illinois
$303K +$5.26K +100 +2%
Verition Fund Management
800
Verition Fund Management
Connecticut
$303K +$282K +5,351 New