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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
1026
Group One Trading
Illinois
$713K +$735K +5,510 New
MIM
1027
Merrion Investment Management
New Jersey
$711K
DY
1028
Dowling & Yahnke
California
$710K +$183K +1,371 +33%
WB
1029
WesBanco Bank
West Virginia
$708K +$8.8K +66 +1%
FFS
1030
Founders Financial Securities
Maryland
$707K -$281K -2,107 -28%
OWA
1031
Octavia Wealth Advisors
Ohio
$707K +$5.2K +39 +0.7%
VCS
1032
Vaughan & Co Securities
New Jersey
$705K -$437K -3,279 -38%
IDBONY
1033
Israel Discount Bank of New York
New York
$705K +$34.3K +257 +5%
NP
1034
NorthRock Partners
Minnesota
$702K -$23.3K -175 -3%
PGIM
1035
Pacific Global Investment Management
California
$698K +$177K +1,330 +33%
COF
1036
Capital One Financial
Virginia
$697K
TCWM
1037
Total Clarity Wealth Management
Illinois
$695K +$26.7K +200 +4%
MWM
1038
Minot Wealth Management
Massachusetts
$695K +$303K +2,275 +73%
PRC
1039
Pearl River Capital
Michigan
$695K +$716K +5,369 New
HIMC
1040
Heritage Investors Management Corp
Maryland
$693K +$240K +1,800 +51%
VCAM
1041
Van Cleef Asset Management
Ohio
$692K +$400 +3 +0.1%
VWA
1042
Visionary Wealth Advisors
Illinois
$692K +$9.2K +69 +1%
FHC
1043
First Heartland Consultants
Missouri
$691K -$857K -6,430 -55%
S
1044
Seeyond
France
$686K -$571K -4,280 -45%
TC
1045
Titleist Capital
Texas
$686K +$707K +5,301 New
JWM
1046
Jupiter Wealth Management
Colorado
$682K -$197K -1,475 -22%
Thrivent Financial for Lutherans
1047
Thrivent Financial for Lutherans
Minnesota
$682K -$24.5K -184 -3%
RWP
1048
RWA Wealth Partners
Massachusetts
$681K +$47.5K +356 +7%
MCWS
1049
McKinley Carter Wealth Services
West Virginia
$675K +$1.33K +10 +0.2%
QCM
1050
Quest Capital Management
Texas
$674K +$263K +1,970 +61%