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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
801
Confluence Investment Management
Missouri
$1.02M
TGAM
802
TBH Global Asset Management
Tennessee
$1.02M +$3.46K +40 +0.4%
WP
803
WMS Partners
Maryland
$1.02M -$864 -10 -0.1%
BTWM
804
Baker Tilly Wealth Management
Wisconsin
$1.02M -$53.8K -623 -5%
RA
805
RFG Advisory
Alabama
$1.02M -$18.7K -217 -2%
CG
806
Colony Group
Massachusetts
$1.01M +$41.8K +484 +5%
GWCM
807
Godshalk Welsh Capital Management
Pennsylvania
$1.01M +$4.32K +50 +0.5%
AO
808
Advisor OS
Illinois
$1M +$184K +2,126 +25%
API
809
Advisor Partners II
California
$992K +$111K +1,281 +14%
Thrivent Financial for Lutherans
810
Thrivent Financial for Lutherans
Minnesota
$992K +$80.5K +932 +10%
RWA
811
Rainsberger Wealth Advisors
Colorado
$987K +$74.3K +860 +9%
YCM
812
Yousif Capital Management
Michigan
$982K -$17.5K -203 -2%
HCM
813
Highlander Capital Management
New Jersey
$981K -$13K -150 -1%
PTC
814
Private Trust Company
Ohio
$979K -$15.2K -176 -2%
PCC
815
Park Circle Company
Maryland
$976K
DEM
816
Disciplined Equity Management
Florida
$974K
BFA
817
Beaumont Financial Advisors
Massachusetts
$970K +$61.2K +709 +7%
NFG
818
Nations Financial Group
Iowa
$969K -$22.8K -264 -2%
DWA
819
Douglass Winthrop Advisors
New York
$960K -$4.32K -50 -0.5%
UBG
820
United Bank (Georgia)
Georgia
$957K -$161K -1,865 -15%
VFA
821
Valeo Financial Advisors
Indiana
$954K -$136K -1,577 -13%
BCA
822
Bay Colony Advisors
Massachusetts
$953K -$172K -1,986 -16%
O
823
Ossiam
France
$952K -$506K -5,857 -36%
DLG
824
Daniel L. Goodwin
$939K
JCM
825
Jacobi Capital Management
Pennsylvania
$938K -$16.4K -190 -2%