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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HC
926
HNP Capital
New York
$258K +$232K +3,988 New
MWM
927
Midwest Wealth Management
Indiana
$256K +$230K +3,952 New
TMAM
928
Tokio Marine Asset Management
Japan
$254K +$228K +3,918 New
CIAS
929
Capital Investment Advisory Services
North Carolina
$253K +$349 +6 +0.2%
FFG
930
Fortem Financial Group
California
$253K +$227K +3,900 New
SW
931
SteelPeak Wealth
California
$252K -$847K -14,553 -79%
PA
932
PFG Advisors
Arizona
$252K +$226K +3,883 New
TNAM
933
Terra Nova Asset Management
New York
$252K +$227K +3,893 New
WAAG
934
Wealth Alliance Advisory Group
Kansas
$250K
TC
935
Truvestments Capital
Florida
$250K +$15.8K +271 +8%
IWA
936
IVC Wealth Advisors
Pennsylvania
$250K +$225K +3,864 New
FCH
937
Freestone Capital Holdings
Washington
$250K +$12.3K +211 +6%
Acadian Asset Management
938
Acadian Asset Management
Massachusetts
$245K
MAG
939
Mayfair Advisory Group
Alabama
$244K +$219K +3,760 New
BFWA
940
Benchmark Financial Wealth Advisors
Florida
$243K +$218K +3,750 New
UAS
941
United Asset Strategies
New York
$243K +$218K +3,750 New
KFGK
942
Keystone Financial Group (Kentucky)
Kentucky
$241K -$11.1K -190 -5%
PA
943
Profund Advisors
Maryland
$241K +$217K +3,718 New
IAIM
944
International Assets Investment Management
Florida
$241K +$217K +3,719 New
CC
945
Courier Capital
New York
$240K
QCM
946
Quest Capital Management
Texas
$239K +$215K +3,684 New
CWM
947
Calamos Wealth Management
Illinois
$239K +$215K +3,689 New
AAS
948
Annex Advisory Services
Wisconsin
$236K +$212K +3,638 New
SAF
949
Smith Anglin Financial
Texas
$231K +$207K +3,561 New
ACS
950
Archford Capital Strategies
Illinois
$231K +$214K +3,668 New