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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SC
951
SouthState Corp
Florida
$600K -$24.8K -281 -4%
PEA
952
Park Edge Advisors
Ohio
$600K +$9.98K +113 +2%
WA
953
WBH Advisory
Maryland
$599K +$603K +6,825 New
FPA
954
First Pacific Advisors
California
$597K
EW
955
Element Wealth
Mississippi
$597K +$1.85K +21 +0.3%
AC
956
Addison Capital
Pennsylvania
$591K -$71.4K -808 -11%
HH
957
Hilltop Holdings
Texas
$588K +$287K +3,249 +94%
KeyBank National Association
958
KeyBank National Association
Ohio
$587K +$101K +1,141 +21%
AAP
959
Arax Advisory Partners
Colorado
$586K +$2.74K +31 +0.5%
SM
960
Sweeney & Michel
California
$584K +$591K +6,688 New
RIM
961
RW Investment Management
Idaho
$580K
IA
962
IAM Advisory
Pennsylvania
$569K -$47.7K -540 -8%
BCM
963
Bayesian Capital Management
New York
$568K +$571K +6,467 New
ICG
964
InterOcean Capital Group
Tennessee
$568K +$16.1K +182 +3%
SWM
965
Silverlake Wealth Management
Vermont
$567K -$188K -2,126 -25%
IDBONY
966
Israel Discount Bank of New York
New York
$566K -$27.4K -310 -5%
FCH
967
Freestone Capital Holdings
Washington
$565K
MTIC
968
Missouri Trust & Investment Company
Missouri
$564K +$210K +2,383 +59%
NCM
969
NCM Capital Management
New Jersey
$563K +$26.5K +300 +5%
QCIG
970
Quad-Cities Investment Group
Iowa
$559K +$353 +4 +0.1%
RIA
971
Realta Investment Advisors
Delaware
$559K +$4.42K +50 +0.8%
LOIP
972
Live Oak Investment Partners
Texas
$556K
PA
973
Perennial Advisors
New York
$552K +$151K +1,708 +37%
BAM
974
Beaumont Asset Management
Texas
$548K -$23.3K -264 -4%
LNWWM
975
Laird Norton Wetherby Wealth Management
California
$548K +$216K +2,448 +65%