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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
1226
Clifford Swan Investment Counsel
California
$700K -$6.49K -40 -0.8%
CCA
1227
Corps Capital Advisors
Texas
$699K
Bank Julius Baer & Co
1228
Bank Julius Baer & Co
Switzerland
$699K +$76.1K +469 +10%
EF
1229
Empirical Finance
Pennsylvania
$696K +$68K +419 +9%
SIM
1230
Seaview Investment Managers
Florida
$684K +$794K +4,894 New
CFS
1231
Coordinated Financial Services
Colorado
$683K +$101K +623 +15%
ACP
1232
Arcus Capital Partners
Georgia
$682K +$20.9K +129 +3%
IF
1233
Intrua Financial
Texas
$681K +$17.4K +107 +2%
MCCA
1234
Mill Creek Capital Advisors
Pennsylvania
$680K -$192K -1,182 -20%
OWA
1235
Octavia Wealth Advisors
Ohio
$677K -$11.7K -72 -1%
MCWS
1236
McKinley Carter Wealth Services
West Virginia
$677K -$25.3K -156 -3%
GGS
1237
Galvin Gaustad & Stein
Arizona
$676K -$112K -691 -12%
FFN
1238
Focus Financial Network
Minnesota
$671K -$124K -767 -14%
WA
1239
Wealth Alliance
New York
$670K -$63.8K -393 -8%
LAM
1240
LECAP Asset Management
United Kingdom
$669K +$557K +3,434 +255%
BC
1241
Bridgefront Capital
Texas
$666K +$774K +4,767 New
TCM
1242
Thoma Capital Management
Maryland
$665K +$19.3K +119 +3%
VWA
1243
Visionary Wealth Advisors
Illinois
$662K +$7.95K +49 +1%
BA
1244
Birinyi Associates
Connecticut
$661K +$1.3K +8 +0.2%
UWPG
1245
Ullmann Wealth Partners Group
Florida
$660K
ETC
1246
Exchange Traded Concepts
Oklahoma
$659K -$410K -2,526 -35%
1L
1247
10Elms LLP
Oklahoma
$659K
SA
1248
Strategic Advisors
New York
$659K +$765K +4,711 New
ABLA
1249
Alan B. Lancz & Associates
Ohio
$657K
RCA
1250
Riverview Capital Advisers
Massachusetts
$656K -$163K -1,003 -18%