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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
1026
First Trust Direct Indexing
Massachusetts
$556K +$29.8K +276 +5%
OMC
1027
Overbrook Management Corp
New York
$553K
NB
1028
Nicolet Bankshares
Wisconsin
$553K +$15.3K +142 +2%
SEP
1029
Southland Equity Partners
Missouri
$551K +$26.9K +249 +4%
HWA
1030
Heritage Wealth Advisors
Virginia
$548K
SACTSONJ
1031
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$547K
SIC
1032
Salem Investment Counselors
North Carolina
$547K +$16.6K +154 +3%
ACIM
1033
Azimuth Capital Investment Management
Michigan
$547K +$647K +5,995 New
GAA
1034
Global Assets Advisory
Florida
$546K +$619K +5,732 New
DF
1035
Donoghue Forlines
Massachusetts
$545K -$3.24K -30 -0.5%
TAM
1036
Townsend Asset Management
North Carolina
$542K -$85.7K -794 -12%
DW
1037
Domani Wealth
Pennsylvania
$541K
BAM
1038
Byrne Asset Management
New Jersey
$541K +$30.2K +280 +5%
PIA
1039
Powell Investment Advisors
Florida
$540K +$43.2K +400 +7%
KeyBank National Association
1040
KeyBank National Association
Ohio
$539K -$366K -3,390 -36%
SIC
1041
Samalin Investment Counsel
New York
$537K -$2.7K -25 -0.4%
CFMC
1042
Curbstone Financial Management Corp
New Hampshire
$536K
RWA
1043
Ropes Wealth Advisors
Massachusetts
$535K
HA
1044
Herold Advisors
New York
$535K +$38.6K +357 +6%
QCIG
1045
Quad-Cities Investment Group
Iowa
$534K +$22.1K +205 +4%
MC
1046
Mathes Company
New York
$532K
QT
1047
Quantbot Technologies
New York
$528K -$1M -9,304 -62%
RMDI
1048
R.M. Davis Inc
Maine
$526K +$10.8K +100 +2%
CA
1049
CGN Advisors
Kansas
$526K +$623K +5,765 New
RRCM
1050
Rappaport Reiches Capital Management
Illinois
$526K +$540 +5 +0.1%