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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
926
UBP Investment Advisors
Switzerland
$950K +$983K +7,375 New
CTC
927
Central Trust Company
Missouri
$949K +$92.1K +691 +10%
HWM
928
HB Wealth Management
Georgia
$948K +$976K +7,323 New
RPC
929
Rossmore Private Capital
Connecticut
$947K
EW
930
Element Wealth
Mississippi
$946K +$3.33K +25 +0.3%
FC
931
Forte Capital
New York
$937K -$78.5K -589 -8%
AC
932
Apella Capital
Connecticut
$937K +$184K +1,382 +24%
WAM
933
Walker Asset Management
Missouri
$928K +$956K +7,171 New
Walleye Capital
934
Walleye Capital
New York
$927K +$955K +7,166 New
SCA
935
Sandy Cove Advisors
Massachusetts
$926K +$954K +7,154 New
NFSG
936
Newbridge Financial Services Group
Florida
$925K -$379K -2,839 -28%
TPWA
937
TRUE Private Wealth Advisors
Oregon
$917K -$40.1K -301 -4%
OPWM
938
Oxinas Partners Wealth Management
Indiana
$916K -$154K -1,153 -14%
AIM
939
Axiom Investment Management
New York
$916K
TMAM
940
Tokio Marine Asset Management
Japan
$915K +$65.2K +489 +7%
GAM
941
Gotham Asset Management
New York
$914K +$235K +1,762 +33%
ACM
942
Avalon Capital Management
California
$912K
SFFS
943
Stonehage Fleming Financial Services
Jersey
$906K -$160K -1,201 -15%
BS
944
Boenning & Scattergood
Pennsylvania
$905K +$8.27K +62 +0.9%
BC
945
Brookfield Corp
Ontario, Canada
$905K +$933K +6,997 New
PGA
946
Portland Global Advisors
Maine
$899K -$553K -4,150 -37%
FCI
947
Financial Counselors Inc
Kansas
$898K -$112K -838 -11%
MCM
948
Murphy Capital Management
New Jersey
$898K +$135K +1,011 +17%
LCC
949
Lincoln Capital Corp
Rhode Island
$896K -$57.6K -432 -6%
HCM
950
Hodges Capital Management
Texas
$894K +$1.73K +13 +0.2%