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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
1001
Investment Partners Asset Management
New Jersey
$1.42M -$84.2K -483 -6%
EWM
1002
Empirical Wealth Management
Washington
$1.42M +$88K +505 +7%
TA
1003
Tectonic Advisors
Texas
$1.42M +$7.32K +42 +0.5%
VCA
1004
Verdence Capital Advisors
Maryland
$1.41M -$35.7K -205 -2%
FFM
1005
Forum Financial Management
Illinois
$1.41M -$6.27K -36 -0.4%
FTWA
1006
Fifth Third Wealth Advisors
Ohio
$1.4M +$96.7K +555 +7%
NB
1007
Nicolet Bankshares
Wisconsin
$1.4M -$14.6K -84 -1%
ONST
1008
Old North State Trust
North Carolina
$1.4M +$65K +373 +5%
SVWAG
1009
Sound View Wealth Advisors Group
Georgia
$1.4M +$12.9K +74 +0.9%
Walleye Capital
1010
Walleye Capital
New York
$1.39M +$380K +2,179 +37%
FDS
1011
First Dallas Securities
Texas
$1.39M -$43K -247 -3%
LBC
1012
Lowe Brockenbrough & Co
Virginia
$1.39M
ACM
1013
Absolute Capital Management
Pennsylvania
$1.39M +$111K +635 +9%
PAM
1014
Panagora Asset Management
Massachusetts
$1.39M +$196K +1,127 +16%
MFG
1015
MidWestOne Financial Group
Iowa
$1.39M -$73.2K -420 -5%
HAM
1016
Harmony Asset Management
Arizona
$1.38M -$228K -1,311 -14%
EW
1017
Element Wealth
Mississippi
$1.38M +$3.14K +18 +0.2%
PWM
1018
PBMares Wealth Management
Virginia
$1.37M -$48.4K -278 -3%
BJL
1019
Brighton Jones LLC
Washington
$1.37M +$355K +2,035 +35%
DS
1020
DRW Securities
Illinois
$1.36M +$1.38M +7,896 New
DKCM
1021
Davidson Kahn Capital Management
California
$1.35M +$1.37M +7,840 New
FCI
1022
Financial Counselors Inc
Kansas
$1.35M -$125K -720 -8%
ACIM
1023
Azimuth Capital Investment Management
Michigan
$1.35M
LI
1024
Latash Investments
Alaska
$1.34M
LSA
1025
Leonteq Securities AG
Switzerland
$1.34M -$122K -703 -8%