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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
KA
851
Kozak & Associates
Colorado
$868K +$705K +6,076 New
WAM
852
WNY Asset Management
New York
$866K -$58.6K -505 -6%
SS
853
Sunbelt Securities
Texas
$865K
RIA
854
Realta Investment Advisors
Delaware
$863K +$64.5K +556 +8%
AWS
855
AJ Wealth Strategies
New York
$862K +$35.4K +305 +4%
TPWA
856
TRUE Private Wealth Advisors
Oregon
$859K -$261K -2,247 -23%
ETC
857
Exchange Traded Concepts
Oklahoma
$858K +$838K +7,220 +4,541%
B
858
Bailard
California
$857K +$56.9K +490 +7%
CIA
859
Choate Investment Advisors
Massachusetts
$856K
LCC
860
Lincoln Capital Corp
Rhode Island
$856K +$9.75K +84 +1%
HB
861
Homrich & Berg
Georgia
$854K +$22.5K +194 +3%
RPC
862
Rossmore Private Capital
Connecticut
$851K
MYAM
863
Meiji Yasuda Asset Management
Japan
$848K -$50.6K -436 -6%
EW
864
Element Wealth
Mississippi
$848K +$2.21K +19 +0.3%
SSWM
865
Sheets Smith Wealth Management
North Carolina
$847K -$13.5K -116 -2%
WAP
866
Wealthcare Advisory Partners
Pennsylvania
$844K +$31.9K +275 +4%
NFG
867
Next Financial Group
Texas
$840K +$86.1K +742 +11%
Thrivent Financial for Lutherans
868
Thrivent Financial for Lutherans
Minnesota
$837K +$21.4K +184 +3%
MSAM
869
Moloney Securities Asset Management
Missouri
$828K -$5.34K -46 -0.6%
AIM
870
Axiom Investment Management
New York
$825K -$337K -2,900 -29%
CPWA
871
Cerro Pacific Wealth Advisors
California
$824K +$273K +2,356 +50%
AFP
872
Ausdal Financial Partners
Iowa
$822K -$140K -1,209 -15%
Federated Hermes
873
Federated Hermes
Pennsylvania
$822K +$446K +3,846 +119%
ACM
874
Avalon Capital Management
California
$820K +$818K +7,050 New
SBH
875
Segall Bryant & Hamill
Illinois
$807K +$237K +2,040 +42%