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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1051
Gruss & Co
Florida
$321K
RG
1052
Retirement Group
California
$318K -$95.3K -1,073 -25%
MBT
1053
Montecito Bank & Trust
California
$318K +$37K +417 +15%
MSR
1054
Main Street Research
Connecticut
$317K -$9.06K -102 -3%
PRS
1055
Pinkerton Retirement Specialists
Idaho
$317K +$290K +3,265 New
SM
1056
Sciencast Management
New Jersey
$316K +$283K +3,186 New
AA
1057
AlphaMark Advisors
Kentucky
$315K -$66.6K -750 -19%
ACA
1058
Affinity Capital Advisors
California
$315K
YMRC
1059
Yorktown Management & Research Company
Virginia
$315K
HWA
1060
HCR Wealth Advisors
California
$314K +$1.51K +17 +0.5%
Federated Hermes
1061
Federated Hermes
Pennsylvania
$313K +$286K +3,219 New
SIC
1062
Sigma Investment Counselors
Michigan
$312K +$285K +3,210 New
OTPPB
1063
Ontario Teachers' Pension Plan Board
Ontario, Canada
$312K +$286K +3,216 New
CWM
1064
Concentric Wealth Management
California
$311K
MFW
1065
Meristem Family Wealth
Minnesota
$311K
WMC
1066
Westwood Management Corporation
Illinois
$311K
ODG
1067
O'Dell Group
Ohio
$308K +$281K +3,169 New
RRCM
1068
Rappaport Reiches Capital Management
Illinois
$301K +$276K +3,103 New
HCM
1069
Hollencrest Capital Management
California
$300K -$888 -10 -0.3%
HFS
1070
Howard Financial Services
Texas
$299K -$106K -1,199 -28%
TTWM
1071
TCV Trust & Wealth Management
Virginia
$299K
OWP
1072
Obermeyer Wealth Partners
Colorado
$299K +$273K +3,075 New
CP
1073
Castleview Partners
Texas
$299K +$273K +3,078 New
SDWIA
1074
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$296K
TWA
1075
TCI Wealth Advisors
Arizona
$293K +$5.06K +57 +2%