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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
851
Vident Investment Advisory
Georgia
$710K +$826K +9,568 New
MNBTD
852
Moody National Bank Trust Division
Texas
$709K
CRI
853
Colonial River Investments
Virginia
$709K +$58.2K +674 +8%
TWM
854
Tradition Wealth Management
Minnesota
$707K +$88.9K +1,029 +12%
HBT
855
Hills Bank & Trust
Iowa
$703K +$116K +1,340 +16%
WAM
856
WNY Asset Management
New York
$703K +$124K +1,436 +18%
SPIO
857
Seven Post Investment Office
California
$692K +$805K +9,323 New
LIG
858
Lokken Investment Group
Delaware
$691K +$15K +174 +2%
PWM
859
Palumbo Wealth Management
New York
$691K +$48.2K +558 +6%
JCM
860
Jacobi Capital Management
Pennsylvania
$688K +$36.5K +423 +5%
RG
861
Retirement Group
California
$685K +$217K +2,517 +37%
TCM
862
Triumph Capital Management
Colorado
$683K +$396K +4,584 +99%
CSPIA
863
Cary Street Partners Investment Advisory
Virginia
$680K -$99.1K -1,148 -11%
RPC
864
Rossmore Private Capital
Connecticut
$680K +$25.5K +295 +3%
NL
865
NWAM LLC
Washington
$680K +$150K +1,732 +23%
FPF
866
First Pacific Financial
Washington
$679K +$60.4K +699 +8%
PA
867
Prossimo Advisors
California
$679K +$791K +9,154 New
CF
868
Cantor Fitzgerald
New York
$677K
BCM
869
Bridgeway Capital Management
Texas
$675K
WSTAM
870
Wilbanks Smith & Thomas Asset Management
Virginia
$675K
AR
871
Advisory Research
Illinois
$671K
MFA
872
Mayflower Financial Advisors
Massachusetts
$669K +$28.7K +332 +4%
SXL
873
Summit X LLC
Missouri
$668K -$30.8K -357 -5%
MA
874
MONECO Advisors
Connecticut
$667K -$665K -7,706 -46%
Thrivent Financial for Lutherans
875
Thrivent Financial for Lutherans
Minnesota
$666K -$11.7K -135 -1%