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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1126
Sterling Investment Counsel
New York
$542K +$559K +4,190 New
FMLI
1127
Fukoku Mutual Life Insurance
Japan
$541K +$18.7K +140 +3%
WWM
1128
Windsor Wealth Management
Indiana
$540K -$267 -2 -0%
ATPW
1129
Ashton Thomas Private Wealth
Arizona
$539K +$309K +2,314 +125%
FPA
1130
First Pacific Advisors
California
$536K
SWM
1131
Selective Wealth Management
Virginia
$534K +$13.3K +100 +2%
PA
1132
Perennial Advisors
New York
$533K -$5.87K -44 -1%
CPA
1133
Cowen Prime Advisors
New York
$531K
DPI
1134
Diversified Portfolios Inc
Michigan
$531K
LSA
1135
Leonteq Securities AG
Switzerland
$530K +$164K +1,230 +43%
Verition Fund Management
1136
Verition Fund Management
Connecticut
$528K +$545K +4,084 New
SW
1137
SteelPeak Wealth
California
$525K +$4.27K +32 +0.8%
LB
1138
Legacy Bridge
Iowa
$524K
RWP
1139
Ridgecrest Wealth Partners
California
$524K
XF
1140
XML Financial
Maryland
$524K +$21.5K +161 +4%
WCA
1141
Westover Capital Advisors
Delaware
$521K +$132K +987 +32%
Twin Tree Management
1142
Twin Tree Management
Texas
$520K -$20.1M -150,731 -97%
SPWM
1143
Schrum Private Wealth Management
Florida
$520K +$535K +4,015 New
PWM
1144
PBMares Wealth Management
Virginia
$518K -$19.3K -145 -3%
CCA
1145
Covey Capital Advisors
Georgia
$518K
AAS
1146
Annex Advisory Services
Wisconsin
$518K +$667 +5 +0.1%
CCM
1147
Campbell Capital Management
Florida
$518K +$533K +4,000 New
GPWA
1148
Great Point Wealth Advisors
Massachusetts
$518K +$533K +4,000 New
WT
1149
Washington Trust
Rhode Island
$516K -$123K -925 -19%
OTL
1150
Oak Thistle LLC
New York
$516K +$532K +3,987 New