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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1001
Seelaus Asset Management
New Jersey
$533K
QCIG
1002
Quad-Cities Investment Group
Iowa
$532K +$49K +506 +9%
MFG
1003
Merit Financial Group
Georgia
$528K +$98.1K +1,013 +19%
MFG
1004
MidWestOne Financial Group
Iowa
$524K +$317K +3,270 +109%
MGP
1005
Metis Global Partners
California
$521K +$124K +1,276 +26%
PWM
1006
Prentice Wealth Management
New York
$521K +$160K +1,652 +36%
SEP
1007
Southland Equity Partners
Missouri
$521K +$17.5K +181 +3%
FA
1008
FDx Advisors
Illinois
$517K -$643K -6,635 -52%
CWM
1009
Chesapeake Wealth Management
Virginia
$509K -$836K -8,633 -59%
NB
1010
Nicolet Bankshares
Wisconsin
$509K +$1.84K +19 +0.3%
ICG
1011
InterOcean Capital Group
Tennessee
$509K +$315K +3,248 +115%
RFMS
1012
RWQ Financial Management Services
Florida
$508K -$202K -2,085 -26%
OMC
1013
Overbrook Management Corp
New York
$508K
MGIA
1014
Moneta Group Investment Advisors
Missouri
$503K -$87.8K -907 -13%
PCA
1015
Peddock Capital Advisors
Massachusetts
$503K +$38.4K +396 +7%
SACTSONJ
1016
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$502K
OPA
1017
Old Port Advisors
Maine
$501K +$26.3K +272 +5%
CFA
1018
Compass Financial Advisors
Indiana
$501K +$145K +1,500 +33%
IDBONY
1019
Israel Discount Bank of New York
New York
$500K +$27K +279 +5%
Chevy Chase Trust
1020
Chevy Chase Trust
Maryland
$499K -$48.4K -500 -8%
DW
1021
Domani Wealth
Pennsylvania
$497K
RWP
1022
Revolve Wealth Partners
New Jersey
$496K +$68.1K +703 +13%
HWA
1023
Heritage Wealth Advisors
Virginia
$494K -$9.69K -100 -2%
CFMC
1024
Curbstone Financial Management Corp
New Hampshire
$492K
SC
1025
SouthState Corp
Florida
$491K -$29.7K -307 -5%