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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AC
851
Addison Capital
Pennsylvania
$444K +$2.35K +34 +0.6%
MC
852
Mathes Company
New York
$442K – – –
F.L. Putnam Investment Management
853
F.L. Putnam Investment Management
Massachusetts
$442K +$48.1K +697 +13%
FFA
854
First Foundation Advisors
California
$441K – – –
Gotham Asset Management
855
Gotham Asset Management
New York
$440K +$408K +5,903 New
VWM
856
Valley Wealth Managers
New Jersey
$438K +$8.84K +128 +2%
Welch & Forbes
857
Welch & Forbes
Massachusetts
$438K +$81.2K +1,176 +25%
DW
858
Domani Wealth
Pennsylvania
$436K – – –
MWA
859
Meridian Wealth Advisors
Texas
$429K -$46.9K -680 -11%
Benjamin F. Edwards & Company
860
Benjamin F. Edwards & Company
Missouri
$424K -$58.2K -843 -13%
OMC
861
Overbrook Management Corp
New York
$424K -$16.9K -245 -4%
QCIG
862
Quad-Cities Investment Group
Iowa
$423K +$1.1K +16 +0.3%
AP
863
Advisor Partners
California
$422K -$42.1K -610 -10%
SP
864
Symmetry Partners
Connecticut
$421K -$1.93K -28 -0.5%
Sax Wealth Advisors
865
Sax Wealth Advisors
New Jersey
$417K – – –
TWM
866
Tradition Wealth Management
Minnesota
$415K +$30.6K +443 +9%
Diversified Trust
867
Diversified Trust
Tennessee
$412K +$382K +5,530 New
PIA
868
Powell Investment Advisors
Florida
$411K – – –
RWA
869
Ropes Wealth Advisors
Massachusetts
$411K – – –
VCAM
870
Van Cleef Asset Management
Ohio
$407K -$68.6K -994 -15%
Evergreen Capital Management
871
Evergreen Capital Management
Washington
$407K -$6.56K -95 -2%
LCS
872
Levin Capital Strategies
New York
$403K – – –
BWA
873
BDO Wealth Advisors
Florida
$403K +$5.04K +73 +1%
OWA
874
Octavia Wealth Advisors
Ohio
$402K +$3.8K +55 +1%
Busey Bank
875
Busey Bank
Illinois
$401K – – –