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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
901
Northside Capital Management
Oregon
$1.51M – – –
AWM
902
Angeles Wealth Management
California
$1.5M -$16.5K -127 -1%
Dakota Wealth Management
903
Dakota Wealth Management
Florida
$1.5M -$6.82M -52,445 -80%
AWM
904
Accel Wealth Management
Iowa
$1.5M -$12.1K -93 -0.7%
HCA
905
Harbor Capital Advisors
Illinois
$1.5M +$1.69M +13,005 New
HWAM
906
Hennion & Walsh Asset Management
New Jersey
$1.49M -$641K -4,930 -28%
CWA
907
Carolina Wealth Advisors
South Carolina
$1.49M +$1.64M +12,621 +4,278%
PWAM
908
Papamarkou Wellner Asset Management
New York
$1.48M +$1.19M +9,168 +246%
HCM
909
Hall Capital Management
Rhode Island
$1.48M -$99.9K -768 -6%
BOPW
910
Brandywine Oak Private Wealth
Pennsylvania
$1.47M – – –
Signature Estate & Investment Advisors
911
Signature Estate & Investment Advisors
California
$1.47M +$742K +5,700 +81%
PMSA
912
Patrick M. Sweeney & Associates
Illinois
$1.47M +$3.38K +26 +0.2%
VV
913
Verity & Verity
South Carolina
$1.46M +$84.6K +650 +5%
TIAA-CREF Individual & Institutional Services
914
TIAA-CREF Individual & Institutional Services
New York
$1.45M +$1.65M +12,649 New
SCA
915
Sandy Cove Advisors
Massachusetts
$1.45M +$46.8K +360 +3%
SCI
916
Stableford Capital II
Arizona
$1.45M +$1.64M +12,590 New
WWM
917
Waterway Wealth Management
Texas
$1.45M +$395K +3,033 +32%
HAM
918
Harmony Asset Management
Arizona
$1.45M +$212K +1,626 +15%
PIM
919
Plato Investment Management
Australia
$1.44M – – –
Assenagon Asset Management
920
Assenagon Asset Management
Luxembourg
$1.43M -$404K -3,105 -20%
Loring Wolcott & Coolidge Fiduciary Advisors
921
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M – – –
BAM
922
Brave Asset Management
New Jersey
$1.43M – – –
IF
923
Intrua Financial
Texas
$1.42M +$309K +2,375 +24%
TCW Group
924
TCW Group
California
$1.42M +$97.6K +750 +6%
PC
925
Parrish Capital
Georgia
$1.42M +$74.8K +575 +5%