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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
826
Carmel Capital Partners
California
$1.33M +$280K +2,293 +28%
ZF
827
Zhang Financial
Michigan
$1.31M +$861K +7,057 +217%
MIM
828
Moseley Investment Management
Florida
$1.31M -$308K -2,526 -20%
CWP
829
Curated Wealth Partners
California
$1.31M
WW
830
Waterfront Wealth
Kansas
$1.3M
EWA
831
EP Wealth Advisors
California
$1.29M +$49.2K +403 +4%
MWM
832
Meridian Wealth Management
Kentucky
$1.29M -$1.59M -13,061 -56%
WF
833
Welch & Forbes
Massachusetts
$1.28M
PP
834
Paloma Partners
Connecticut
$1.28M -$1.37M -11,215 -53%
RHP
835
Royal Harbor Partners
Texas
$1.28M +$1.23M +10,062 New
TPCW
836
TD Private Client Wealth
New York
$1.27M +$1.02M +8,339 +493%
AWA
837
Acorn Wealth Advisors
Michigan
$1.27M -$131K -1,072 -10%
CIC
838
Cornercap Investment Counsel
Georgia
$1.27M +$1.22M +10,018 New
CNBT
839
Cornerstone National Bank & Trust
Illinois
$1.27M -$35.9K -294 -3%
PM
840
Parametrica Management
Hong Kong
$1.27M +$1.22M +10,000 New
BCM
841
Bienville Capital Management
New York
$1.27M
DLHL
842
Donald L. Hagan LLC
Florida
$1.27M
CT
843
Cambridge Trust
Massachusetts
$1.26M +$52.4K +430 +5%
PAI
844
Pittenger & Anderson Inc
Nebraska
$1.26M +$10.4K +85 +0.9%
Edgewood Management
845
Edgewood Management
Connecticut
$1.25M +$108K +889 +10%
YWP
846
YorkBridge Wealth Partners
New York
$1.25M +$33.7K +276 +3%
GM
847
Granger Management
New York
$1.24M +$1.19M +9,743 New
IMOV
848
Investment Management of Virginia
Virginia
$1.23M +$1.18M +9,707 New
V
849
Veritable
Delaware
$1.22M +$99.9K +819 +9%
Lazard Asset Management
850
Lazard Asset Management
New York
$1.21M -$1.71K -14 -0.1%