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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
851
Cary Street Partners Investment Advisory
Virginia
$790K -$15.7K -178 -2%
PNAA
852
Pictet North America Advisors
Switzerland
$788K -$1.27M -14,400 -62%
RG
853
Retirement Group
California
$786K -$25.1K -284 -3%
MFA
854
Mayflower Financial Advisors
Massachusetts
$785K -$6.71K -76 -0.8%
DIP
855
Davis Investment Partners
North Carolina
$785K
LFAS
856
Level Four Advisory Services
Texas
$782K +$212K +2,405 +37%
TA
857
Tiedemann Advisors
New York
$774K +$779K +8,815 New
DTL
858
Dynamic Technology Lab
Singapore
$773K +$777K +8,800 New
LBC
859
Lowe Brockenbrough & Co
Virginia
$772K +$23.6K +267 +3%
LI
860
Latash Investments
Alaska
$771K
CW
861
CreativeOne Wealth
Kansas
$770K +$51.1K +578 +7%
PWM
862
Palumbo Wealth Management
New York
$768K -$50.3K -569 -6%
SFI
863
Siemens Fonds Invest
Germany
$765K +$36.5K +413 +5%
GIA
864
Guyasuta Investment Advisors
Pennsylvania
$764K +$265K +3,000 +53%
PCG
865
Prosperity Consulting Group
Maryland
$762K +$57.5K +651 +8%
AO
866
Advisor OS
Illinois
$761K +$50.2K +568 +7%
NDSI
867
Newman Dignan & Sheerar Inc
Rhode Island
$759K -$26.1K -296 -3%
LIA
868
LBMC Investment Advisors
Tennessee
$759K +$177 +2 +0%
FMAEN1
869
Fund Management at Engine No 1
California
$757K +$78.8K +892 +12%
DZ Bank
870
DZ Bank
Germany
$755K
CRI
871
Colonial River Investments
Virginia
$754K -$85.6K -969 -10%
MSCM
872
McElhenny Sheffield Capital Management
Texas
$748K
AF
873
Apexium Financial
Texas
$746K +$177 +2 +0%
MFG
874
MidWestOne Financial Group
Iowa
$738K +$163K +1,850 +28%
FNT
875
First National Trust
Pennsylvania
$734K +$42K +475 +6%