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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1226
Sweet Financial Partners
Minnesota
$515K +$123 +1 +0%
MCM
1227
Morton Capital Management
California
$513K -$9.84K -80 -2%
LCM
1228
Logan Capital Management
Pennsylvania
$511K
MBT
1229
Montecito Bank & Trust
California
$509K -$46.1K -375 -8%
MSAM
1230
Moloney Securities Asset Management
Missouri
$505K -$61K -496 -11%
SIM
1231
Stratos Investment Management
Ohio
$502K +$18.5K +150 +4%
SIG
1232
Spinnaker Investment Group
California
$501K -$15.3K -124 -3%
PCIG
1233
Partners Capital Investment Group
Massachusetts
$500K +$497K +4,036 New
TIA
1234
Tandem Investment Advisors
South Carolina
$498K +$12.3K +100 +3%
RCG
1235
Regatta Capital Group
California
$495K +$3.2K +26 +0.7%
CRI
1236
Colonial River Investments
Virginia
$494K
TWM
1237
Trueblood Wealth Management
Ohio
$493K
SC
1238
Sapient Capital
Indiana
$493K -$36.9K -300 -7%
Vanguard Capital Wealth Advisors
1239
Vanguard Capital Wealth Advisors
Colorado
$493K -$33.2K -270 -6%
TWA
1240
TCI Wealth Advisors
Arizona
$493K +$78.1K +635 +19%
KAS
1241
KPP Advisory Services
Kentucky
$492K -$357K -2,905 -42%
CA
1242
Crewe Advisors
Utah
$488K -$273K -2,219 -36%
ODG
1243
O'Dell Group
Ohio
$488K
PFBT
1244
Parkside Financial Bank & Trust
Missouri
$485K +$8.74K +71 +2%
CCA
1245
Covey Capital Advisors
Georgia
$485K
BFWM
1246
Bright Futures Wealth Management
New York
$484K
AWM
1247
Activest Wealth Management
Florida
$482K +$476K +3,866 +13,807%
FM
1248
Family Management
New York
$482K
CCWM
1249
Cassaday & Co Wealth Management
Virginia
$481K +$23.8K +193 +5%
FMLI
1250
Fukoku Mutual Life Insurance
Japan
$480K