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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SW
826
SteelPeak Wealth
California
$227K +$211K +4,064 New
QCM
827
Quest Capital Management
Texas
$226K +$209K +4,034 New
VWM
828
Venturi Wealth Management
Texas
$226K +$210K +4,039 New
CFG
829
Cooper Financial Group
California
$225K +$209K +4,026 New
LC
830
Lindbrook Capital
California
$224K
RIM
831
Regent Investment Management
Kentucky
$224K +$208K +4,000 New
RPSA
832
Richard P. Slaughter Associates
Texas
$222K +$206K +3,968 New
MBT
833
Montecito Bank & Trust
California
$222K +$206K +3,970 New
SSWM
834
Sheets Smith Wealth Management
North Carolina
$222K +$206K +3,975 New
ST
835
Smithfield Trust
Pennsylvania
$221K +$92.9K +1,790 +83%
CL
836
Choreo LLC
Illinois
$220K +$204K +3,925 New
ACI
837
Alpha Cubed Investments
California
$220K +$204K +3,936 New
SMFS
838
Squar Milner Financial Services
California
$219K +$204K +3,926 New
CFD
839
Creative Financial Designs
Indiana
$218K -$5.71K -110 -3%
WPP
840
Whalerock Point Partners
Rhode Island
$218K +$202K +3,903 New
PG
841
Proffitt & Goodson
Tennessee
$215K
KFGK
842
Keystone Financial Group (Kentucky)
Kentucky
$215K +$200K +3,849 New
AG
843
AlphaSimPlex Group
Massachusetts
$214K +$199K +3,830 New
RWM
844
Ritholtz Wealth Management
New York
$214K +$199K +3,831 New
CAPTRUST Financial Advisors
845
CAPTRUST Financial Advisors
North Carolina
$213K -$735K -14,171 -79%
AP
846
Americana Partners
Texas
$212K +$197K +3,804 New
WCM
847
Whitener Capital Management
North Carolina
$211K
CIAS
848
Capital Investment Advisory Services
North Carolina
$209K -$10.2K -197 -5%
RG
849
Retirement Group
California
$209K +$194K +3,736 New
AHB
850
Abner Herrman & Brock
New Jersey
$209K +$194K +3,741 New