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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
901
Windsor Wealth Management
Indiana
$281K +$233 +4 +0.1%
HFS
902
Howard Financial Services
Texas
$277K +$249K +4,273 New
GEA
903
Glen Eagle Advisors
New Jersey
$275K
Verition Fund Management
904
Verition Fund Management
Connecticut
$275K -$514K -8,827 -68%
ECG
905
Edge Capital Group
Georgia
$274K -$15.7K -270 -6%
VWM
906
Venturi Wealth Management
Texas
$274K
JCM
907
Jacobi Capital Management
Pennsylvania
$270K +$18.3K +314 +8%
FPA
908
First Pacific Advisors
California
$269K -$108K -1,854 -31%
BFO
909
Boston Family Office
Massachusetts
$269K
ISL
910
Ingalls & Snyder LLC
New York
$269K
FWM
911
Fairhaven Wealth Management
Illinois
$269K +$233 +4 +0.1%
NWA
912
New World Advisors
Massachusetts
$268K
DWM
913
Dakota Wealth Management
Florida
$267K -$582 -10 -0.2%
SMA
914
Sage Mountain Advisors
Georgia
$266K +$239K +4,100 New
ACA
915
Atlas Capital Advisors
Wyoming
$266K
AC
916
Apogem Capital
New York
$261K +$234K +4,021 New
GHAM
917
Gilman Hill Asset Management
Connecticut
$259K -$10.2K -175 -4%
AA
918
AlphaMark Advisors
Kentucky
$259K -$2.91K -50 -1%
PSUF
919
People's United Financial
Connecticut
$259K -$2.85K -49 -1%
LB
920
Legacy Bridge
Iowa
$259K
LC
921
Lindbrook Capital
California
$259K
PA
922
Perennial Advisors
New York
$259K
MIM
923
Merrion Investment Management
New Jersey
$259K +$233K +4,000 New
VRM
924
Vectors Research Management
New York
$258K +$130K +2,238 +128%
MWM
925
Mission Wealth Management
California
$258K +$232K +3,978 New