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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
RPC
876
Rossmore Private Capital
Connecticut
$742K +$33.9K +350 +4%
CGL
877
Clarius Group LLC
Washington
$742K +$42.5K +439 +5%
JCM
878
Jacobi Capital Management
Pennsylvania
$741K +$114K +1,173 +15%
BIAS
879
Beacon Investment Advisory Services
New Jersey
$740K +$339K +3,503 +66%
Marshall Wace
880
Marshall Wace
United Kingdom
$736K -$1.19M -12,305 -58%
LI
881
Latash Investments
Alaska
$734K
PF
882
Phoenix Financial
Israel
$733K -$317K -3,270 -28%
PWM
883
Palumbo Wealth Management
New York
$733K +$29.7K +307 +4%
AWM
884
Axxcess Wealth Management
California
$731K +$9.88K +102 +1%
AF
885
Advisornet Financial
Minnesota
$729K -$64.9K -670 -7%
GG
886
Golden Green
South Carolina
$729K -$29.9K -309 -3%
HWM
887
HB Wealth Management
Georgia
$728K -$810K -8,365 -49%
LWP
888
Lumature Wealth Partners
Georgia
$728K +$8.91K +92 +1%
MFA
889
Mayflower Financial Advisors
Massachusetts
$727K -$185K -1,914 -18%
LIA
890
LBMC Investment Advisors
Tennessee
$723K +$36.4K +376 +5%
AF
891
Apexium Financial
Texas
$723K +$54.1K +559 +7%
CANC
892
Culbertson A N & Co
Virginia
$714K +$38.7K +400 +5%
MSCM
893
McElhenny Sheffield Capital Management
Texas
$713K
SWM
894
Silverlake Wealth Management
Vermont
$712K +$2.13K +22 +0.3%
TWM
895
Tradition Wealth Management
Minnesota
$712K +$5.33K +55 +0.7%
CAG
896
Csenge Advisory Group
Florida
$710K +$13.7K +141 +2%
FPF
897
First Pacific Financial
Washington
$708K +$57.8K +597 +8%
MRCM
898
M&R Capital Management
New Jersey
$705K -$968 -10 -0.1%
NW
899
Naviter Wealth
Arkansas
$703K -$23K -237 -3%
OFS
900
OneAscent Financial Services
Alabama
$701K +$36.3K +375 +5%