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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
UBG
901
United Bank (Georgia)
Georgia
$530K +$485K +5,459 New
OWA
902
Octavia Wealth Advisors
Ohio
$528K +$3.73K +42 +0.8%
LCS
903
Levin Capital Strategies
New York
$525K
Fisher Asset Management
904
Fisher Asset Management
Washington
$525K +$231K +2,605 +93%
CGH
905
Crossmark Global Holdings
Texas
$519K +$474K +5,340 New
FIA
906
Foundations Investment Advisors
Arizona
$517K +$75.2K +847 +20%
PA
907
Profund Advisors
Maryland
$513K -$65.1K -733 -12%
FHC
908
First Heartland Consultants
Missouri
$510K -$237K -2,666 -34%
ECM
909
Evergreen Capital Management
Washington
$509K -$19.4K -219 -4%
JEST
910
JTC Employer Solutions Trustee
Jersey
$505K +$462K +5,200 New
UFA
911
US Financial Advisors
Massachusetts
$504K -$533K -6,000 -54%
CI
912
Cigna Investments
Connecticut
$502K +$454K +5,111 New
Verition Fund Management
913
Verition Fund Management
Connecticut
$499K -$229K -2,573 -33%
SCM
914
Southport Capital Management
Tennessee
$498K +$63.8K +718 +16%
PCTC
915
Perkins Coie Trust Company
Washington
$496K
SC
916
Sepio Capital
Utah
$495K -$152K -1,716 -25%
FLPIM
917
F.L. Putnam Investment Management
Massachusetts
$494K -$75.8K -853 -14%
KTC
918
Kistler-Tiffany Companies
Pennsylvania
$492K
NCM
919
Next Capital Management
New York
$487K +$28.4K +320 +7%
AWA
920
Arkadios Wealth Advisors
Georgia
$481K +$182K +2,049 +70%
GHAM
921
Gilman Hill Asset Management
Connecticut
$478K -$34.4K -387 -7%
EWM
922
EPG Wealth Management
Georgia
$478K +$2.22K +25 +0.5%
RWP
923
RWA Wealth Partners
Massachusetts
$477K -$533 -6 -0.1%
MCWS
924
McKinley Carter Wealth Services
West Virginia
$476K +$1.07K +12 +0.2%
WA1
925
Wimmer Associates 1
California
$475K