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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
NVIM
901
New Vernon Investment Management
Illinois
$1.55M
LWCFA
902
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.55M +$82.2K +684 +5%
NCM
903
Northside Capital Management
Oregon
$1.54M +$2.16K +18 +0.1%
TFS
904
Thoroughbred Financial Services
Tennessee
$1.54M -$107K -893 -6%
VV
905
Verity & Verity
South Carolina
$1.54M +$42.1K +350 +3%
ONST
906
Old North State Trust
North Carolina
$1.54M +$192K +1,602 +14%
DKCM
907
Davidson Kahn Capital Management
California
$1.54M -$56.6K -471 -3%
PMSA
908
Patrick M. Sweeney & Associates
Illinois
$1.53M +$35.7K +297 +2%
HCA
909
Harbor Capital Advisors
Illinois
$1.53M +$3.36K +28 +0.2%
SCA
910
Sandy Cove Advisors
Massachusetts
$1.52M +$43.3K +360 +3%
SFS
911
Sowell Financial Services
Arkansas
$1.52M -$50.9K -424 -3%
BOPW
912
Brandywine Oak Private Wealth
Pennsylvania
$1.51M
CWA
913
Carolina Wealth Advisors
South Carolina
$1.5M -$16.7K -139 -1%
RA
914
RiverPark Advisors
New York
$1.5M -$116K -968 -7%
CCT
915
Capital City Trust
Florida
$1.49M -$154K -1,285 -9%
PWAM
916
Papamarkou Wellner Asset Management
New York
$1.48M
TG
917
TCW Group
California
$1.48M +$26.4K +220 +2%
CWM
918
Calamos Wealth Management
Illinois
$1.48M -$163K -1,360 -10%
RA
919
RFG Advisory
Alabama
$1.48M +$837K +6,965 +125%
RWP
920
RWA Wealth Partners
Massachusetts
$1.47M +$384K +3,194 +34%
RCA
921
Rose Capital Advisors
Florida
$1.47M +$1.5M +12,484 New
Twin Tree Management
922
Twin Tree Management
Texas
$1.47M +$1.5M +12,460 New
BAM
923
Brave Asset Management
New Jersey
$1.46M
HAM
924
Harmony Asset Management
Arizona
$1.46M -$23.8K -198 -2%
Vontobel Holding
925
Vontobel Holding
Switzerland
$1.45M -$1.11M -9,205 -43%