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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1076
Curi Wealth Management
North Carolina
$426K +$318K +3,284 +182%
KA
1077
Kozak & Associates
Colorado
$425K -$130K -1,343 -21%
DMBA
1078
Deseret Mutual Benefit Administrators
Utah
$424K -$197K -2,039 -29%
Vanguard Capital Wealth Advisors
1079
Vanguard Capital Wealth Advisors
Colorado
$424K -$9.69K -100 -2%
ONST
1080
Old North State Trust
North Carolina
$424K +$490K +5,056 +101,120%
MCM
1081
Morton Capital Management
California
$423K
MTC
1082
McDaniel Terry & Co
Texas
$423K
WB
1083
West Bancorporation
Iowa
$423K
MBT
1084
Montecito Bank & Trust
California
$421K -$23.2K -240 -5%
LIA
1085
LSP Investment Advisors
New York
$419K
RHBC
1086
R.H. Bluestein & Co
Michigan
$419K
HA
1087
Harbor Advisors
Florida
$419K +$484K +5,000 New
GAM
1088
Guinness Asset Management
United Kingdom
$417K -$41.6K -430 -8%
BAS
1089
Brown Advisory Securities
Maryland
$416K -$729K -7,528 -60%
Fisher Asset Management
1090
Fisher Asset Management
Washington
$415K -$72.1K -744 -13%
BFEC
1091
Benjamin F. Edwards & Company
Missouri
$414K +$20.9K +216 +5%
MWM
1092
Mission Wealth Management
California
$412K +$9.2K +95 +2%
API
1093
Advisor Partners II
California
$412K +$477K +4,925 New
LSA
1094
Leonteq Securities AG
Switzerland
$411K +$75K +774 +19%
DY
1095
Dowling & Yahnke
California
$411K +$97 +1 +0%
PA
1096
Perennial Advisors
New York
$408K +$97 +1 +0%
KTC
1097
Kistler-Tiffany Companies
Pennsylvania
$407K
VWM
1098
Venturi Wealth Management
Texas
$407K +$59.6K +615 +14%
GAG
1099
GM Advisory Group
New York
$407K +$471K +4,867 New
PFA
1100
Plotkin Financial Advisors
Maryland
$406K