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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
801
CI Investments Inc
Ontario, Canada
$526K -$47.9K -694 -9%
AWS
802
AJ Wealth Strategies
New York
$525K +$6.01K +87 +1%
MOS
803
MGO One Seven
Ohio
$525K +$16.6K +240 +4%
PAWC
804
P.A.W. Capital
Connecticut
$522K -$69K -1,000 -13%
SFSIG
805
San Francisco Sentry Investment Group
California
$521K +$62.8K +910 +15%
B
806
Bailard
California
$513K
PFA
807
Plotkin Financial Advisors
Maryland
$513K -$1.69M -24,506 -78%
RIA
808
Realta Investment Advisors
Delaware
$512K +$32.3K +468 +7%
SC
809
Sepio Capital
Utah
$508K -$296K -4,284 -39%
LWP
810
Lumature Wealth Partners
Georgia
$508K +$471K +6,819 New
FWM
811
Frontier Wealth Management
Missouri
$507K -$41.4K -600 -8%
PIA
812
Pinion Investment Advisors
Kansas
$507K +$469K +6,796 New
PGA
813
Portland Global Advisors
Maine
$505K -$53.5K -775 -10%
FAT
814
First American Trust
California
$504K -$55.2K -800 -11%
GFS
815
GYL Financial Synergies
Connecticut
$502K +$465K +6,730 New
Vontobel Holding
816
Vontobel Holding
Switzerland
$499K +$86K +1,246 +23%
HR
817
Hayden Royal
North Carolina
$499K +$143K +2,075 +45%
GLA
818
Good Life Advisors
Pennsylvania
$499K +$152K +2,205 +49%
CM
819
Capula Management
Cayman Islands
$499K +$462K +6,694 New
SEP
820
Southland Equity Partners
Missouri
$499K +$13.5K +196 +3%
VF
821
Virtu Financial
New York
$497K -$259K -3,750 -36%
RMDI
822
R.M. Davis Inc
Maine
$497K -$159K -2,302 -26%
SAM
823
Seelaus Asset Management
New Jersey
$495K +$138 +2 +0%
NFG
824
Next Financial Group
Texas
$493K -$9.73K -141 -2%
CPA
825
Cowen Prime Advisors
New York
$492K