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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
1201
Journey Strategic Wealth
New Jersey
$642K +$228K +1,644 +65%
SFP
1202
Sweet Financial Partners
Minnesota
$637K +$139 +1 +0%
NAMNJ
1203
NorthStar Asset Management (New Jersey)
New Jersey
$636K -$45.1K -325 -7%
SC
1204
Sapient Capital
Indiana
$634K +$22.6K +163 +4%
LCM
1205
Logan Capital Management
Pennsylvania
$632K
CC
1206
Courier Capital
New York
$632K +$135K +975 +31%
MNBTD
1207
Moody National Bank Trust Division
Texas
$631K -$896K -6,462 -61%
IIM
1208
INTECH Investment Management
Florida
$631K +$571K +4,119 New
SNBOSCI
1209
Security National Bank of Sioux City Iowa
Iowa
$628K +$569K +4,100 New
SW
1210
SlateStone Wealth
Florida
$626K +$52.3K +377 +10%
SAG
1211
SageView Advisory Group
California
$623K -$96K -692 -15%
CRC
1212
Curi RMB Capital
Illinois
$623K -$21.4K -154 -4%
KFGK
1213
Keystone Financial Group (Kentucky)
Kentucky
$620K +$80.2K +578 +17%
Optiver Holding
1214
Optiver Holding
Netherlands
$619K +$561K +4,043 New
PCIG
1215
Partners Capital Investment Group
Massachusetts
$619K +$694 +5 +0.1%
RCG
1216
Regatta Capital Group
California
$618K +$4.86K +35 +0.9%
OBAM
1217
ODDO BHF Asset Management
France
$615K +$558K +4,019 New
ATS
1218
Ashton Thomas Securities
New York
$611K +$554K +3,993 New
BWM
1219
Brophy Wealth Management
New Hampshire
$611K +$554K +3,990 New
TWM
1220
Trueblood Wealth Management
Ohio
$610K
TWA
1221
TCI Wealth Advisors
Arizona
$609K -$555 -4 -0.1%
CRI
1222
Colonial River Investments
Virginia
$607K -$4.16K -30 -0.8%
BFWM
1223
Bright Futures Wealth Management
New York
$607K -$13.9K -100 -3%
VA
1224
Valmark Advisers
Ohio
$606K +$28K +202 +5%
BW
1225
Bison Wealth
Georgia
$603K -$1.18M -8,496 -68%