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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1276
Horizon Wealth Management
Illinois
$374K +$5K +41 +1%
HWA
1277
HCR Wealth Advisors
California
$372K -$40K -328 -10%
PCA
1278
Pallas Capital Advisors
Massachusetts
$370K +$1.34K +11 +0.3%
NAM
1279
NorthCrest Asset Manangement
Minnesota
$369K +$354K +2,905 New
EGA
1280
Eagle Global Advisors
Texas
$368K
CAAS
1281
Capital Asset Advisory Services
Michigan
$367K -$214K -1,758 -38%
MWM
1282
Minot Wealth Management
Massachusetts
$365K -$305K -2,500 -47%
CIC
1283
Carnegie Investment Counsel
Ohio
$363K +$349K +2,861 New
PFC
1284
Phocas Financial Corp
California
$361K +$103K +842 +42%
SAF
1285
Smith Anglin Financial
Texas
$358K -$4.03K -33 -1%
CPC
1286
Cookson Peirce & Co
Pennsylvania
$358K +$2.56K +21 +0.8%
CCA
1287
Childress Capital Advisors
Texas
$358K +$95.5K +783 +38%
Verition Fund Management
1288
Verition Fund Management
Connecticut
$356K -$156K -1,283 -31%
LCM
1289
LVM Capital Management
Michigan
$356K
SLWA
1290
San Luis Wealth Advisors
California
$356K
SC
1291
Searle & Co
Connecticut
$355K +$36.6K +300 +12%
LF
1292
Lantz Financial
Illinois
$352K +$339K +2,776 New
CWM
1293
Concentric Wealth Management
California
$351K -$6.1K -50 -2%
S
1294
Seeyond
France
$350K -$311K -2,548 -48%
KP
1295
Keel Point
Alabama
$350K +$93.9K +770 +39%
CP
1296
Castleview Partners
Texas
$350K +$337K +2,762 New
CWP
1297
CFM Wealth Partners
Texas
$345K
SWA
1298
SOA Wealth Advisors
New York
$344K +$488 +4 +0.1%
LNWWM
1299
Laird Norton Wetherby Wealth Management
California
$344K +$36.8K +302 +13%
UBV
1300
United Bank (Virginia)
Virginia
$343K