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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
776
AJ Wealth Strategies
New York
$451K -$180K -3,091 -31%
KeyBank National Association
777
KeyBank National Association
Ohio
$450K +$11.6K +200 +3%
CSPIA
778
Cary Street Partners Investment Advisory
Virginia
$450K +$191K +3,284 +90%
IF
779
Intrua Financial
Texas
$449K -$29.4K -505 -7%
VWA
780
Visionary Wealth Advisors
Illinois
$448K +$88.4K +1,518 +28%
B
781
Bailard
California
$446K +$30.7K +528 +8%
HNB
782
Huntington National Bank
Ohio
$444K +$46.5K +799 +13%
IC
783
Intersect Capital
California
$442K +$1.57K +27 +0.4%
MOS
784
MGO One Seven
Ohio
$441K +$52.4K +900 +15%
NFG
785
Next Financial Group
Texas
$438K +$17.5K +300 +5%
NP
786
NorthRock Partners
Minnesota
$436K -$186K -3,192 -32%
MSAM
787
Moloney Securities Asset Management
Missouri
$431K -$17.1K -294 -4%
PWM
788
PBMares Wealth Management
Virginia
$431K
SAM
789
Seelaus Asset Management
New Jersey
$430K -$102K -1,748 -21%
AWM
790
Altium Wealth Management
New York
$429K +$90.3K +1,550 +31%
CPA
791
Cowen Prime Advisors
New York
$428K
BFEC
792
Benjamin F. Edwards & Company
Missouri
$424K -$65.5K -1,125 -15%
SEP
793
Southland Equity Partners
Missouri
$421K +$378K +6,493 New
PFGIA
794
Patriot Financial Group Insurance Agency
Massachusetts
$420K +$38.1K +654 +11%
WAP
795
Wealthcare Advisory Partners
Pennsylvania
$418K -$49.1K -844 -12%
VCAM
796
Van Cleef Asset Management
Ohio
$418K +$26.2K +450 +8%
BS
797
Boenning & Scattergood
Pennsylvania
$418K +$77.2K +1,325 +26%
ACM
798
Azimuth Capital Management
Michigan
$417K
MWA
799
Meridian Wealth Advisors
Texas
$417K +$23.3K +400 +7%
RIA
800
Realta Investment Advisors
Delaware
$415K -$242K -4,164 -39%