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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
926
SFMG Wealth Advisors
Texas
$1.89M +$7.71K +45 +0.4%
AAM
927
AR Asset Management
California
$1.88M
AC
928
Apella Capital
Connecticut
$1.88M +$18.7K +109 +0.9%
AGC
929
Aspen Grove Capital
Colorado
$1.87M +$4.97K +29 +0.3%
PPW
930
Parcion Private Wealth
Washington
$1.86M -$23.3K -136 -1%
SMA
931
Sage Mountain Advisors
Georgia
$1.85M +$865K +5,051 +87%
MIM
932
Morningstar Investment Management
Illinois
$1.85M +$1.86M +10,837 New
Verition Fund Management
933
Verition Fund Management
Connecticut
$1.85M +$272K +1,585 +17%
WKWM
934
Walter & Keenan Wealth Management
Indiana
$1.85M +$9.77K +57 +0.5%
CFG
935
Cooper Financial Group
California
$1.84M +$606K +3,536 +49%
JCM
936
Jacobi Capital Management
Pennsylvania
$1.82M +$76.4K +446 +4%
SAM
937
Seelaus Asset Management
New Jersey
$1.82M -$8.57K -50 -0.5%
SFS
938
Sowell Financial Services
Arkansas
$1.82M -$21.1K -123 -1%
KCM
939
Kathmere Capital Management
Pennsylvania
$1.81M +$163K +949 +10%
EI
940
Ellevest Inc
New York
$1.8M -$83.6K -488 -4%
WW
941
Waterfront Wealth
Kansas
$1.78M
CWM
942
Connecticut Wealth Management
Connecticut
$1.78M +$1.78M +10,417 New
LWP
943
LMG Wealth Partners
Louisiana
$1.78M +$16.3K +95 +0.9%
MIG
944
Meketa Investment Group
Massachusetts
$1.75M -$39.1K -228 -2%
MG
945
Mather Group
Illinois
$1.74M +$29.8K +174 +2%
ONST
946
Old North State Trust
North Carolina
$1.74M +$77.8K +454 +5%
TC
947
Truvestments Capital
Florida
$1.73M +$51.2K +299 +3%
CCB
948
Country Club Bank
Missouri
$1.73M -$19.7K -115 -1%
CWP
949
Curated Wealth Partners
California
$1.72M -$37K -216 -2%
GWCM
950
Godshalk Welsh Capital Management
Pennsylvania
$1.72M -$4.28K -25 -0.2%